Jade K.

Actively reached out to warm leads interested in Indexed Universal Life (IUL) insurance, annuities, mortgage protection, and real estate services. Qualified leads by assessing their financial or property needs to match them with appropriate solutions. Scheduled appointments between prospects and financial advisors or real estate agents, ensuring effective transitions and follow-ups. Maintained lead data within CRM, updated client records, followed up with unresponsive prospects, and nurtured relationships to enhance conversion rates. Managed outbound and follow-up calls for campaigns related to life insurance, annuities, mortgage protection, and real estate while upholding a high level of customer service. Developed and overseen automation workflows, pipelines, forms, calendars, SMS/email follow-up campaigns, and CRM processes using GoHighLevel to optimize lead management and client engagement. Provided support for GoHighLevel website and landing page setup, form integration, funnel management, and workflow improvement.

Initiated calls to cold leads to present debt consolidation options and evaluate their financial circumstances. Informed prospects about solutions that could help them decrease monthly payments and manage their debts more effectively. Handled objections with professionalism and empathy, fostering trust with individuals facing financial difficulties. Scheduled appointments with debt advisors while accurately logging client information in CRM systems. Maintained a high call volume and met daily targets for lead conversion and appointment generation. Engaged with customers regarding overdue accounts, clarifying debt obligations and potential resolution strategies. Negotiated settlements and crafted payment plans tailored to each customer’s financial conditions. Guided clients through hardship claims and account dispute processes, ensuring timely and accurate documentation. Kept detailed records of all interactions, payments, disputes, and hardship cases while maintaining confidentiality.

Provided comprehensive administrative support for a group home by managing resident documentation and maintaining confidential records. Coordinated staff schedules and organized daily operational tasks to ensure efficient operations. Assisted with resident intake paperwork, incident reports, medication logs, compliance documentation, and internal reports for precise recordkeeping. Facilitated communication among staff, residents' families, healthcare providers, and external agencies to support seamless daily operations.

Assisted members with inquiries regarding their health insurance benefits, coverage specifics, and policy details. Helped members locate in-network specialists based on their location and medical requirements. Processed updates to members' preferred Primary Care Physicians (PCP) and ensured that records were kept accurately. Clarified monthly premiums, billing inquiries, deductibles, and maximum out-of-pocket expenses in a clear and patient-friendly manner. Provided empathetic and solution-oriented support to create a positive member experience and encourage engagement with plans.

Conducted data entry and sourced quotes from various energy suppliers. Managed email correspondence, creating and submitting letters of authority for customers to suppliers. Engaged with different brokers and suppliers via email, documenting communications received through tickets and emails into Zoho CRM. Handled contract objections and failures, processing contracts between clients and suppliers using Docusign. Utilized Slack for communication, researched businesses, and created leads within Zoho.