CSR Voice Sales

Identify potential clients through cold calling, emailing, referrals, networking, and online research.

Collaborate with producers to support the sales process, answer client queries, and negotiate terms.

Prepare accurate and detailed documentation of client interactions, proposals, and sales activities in CRM.

Maintain reports and MIS for tracking leads and sales performance.

Pre-qualify prospective customers based on coverage requirements and connect them to the right producer.

Build and maintain client relationships while managing multiple engagements simultaneously.