Handle high-volume inbound and outbound calls in a timely and effective manner
Respond to potential new clients via phone, email, chat, and SMS
Identify client needs through active listening and investigative questioning
Accurately collect and document detailed client information
Follow structured call flows to ensure all required data is captured
Send documents via electronic signature to convert leads into clients (sales component)
Meet or exceed daily productivity and performance targets
Provide empathetic and professional customer service, including de-escalating upset callers
Perform additional duties as assigned by management

Customer Service

Key skills