Conducted outbound calls to potential clients, and setting qualified appointments for the sales team. Built rapport with leads through clear, engaging communication and active listening to understand their needs. Maintained accurate records of calls, appointments, and client interactions using CRM software. Met and exceeded weekly and monthly appointment-setting targets, contributing to overall sales performance.

Managed client accounts by following up on outstanding car payments, ensuring timely collections and maintaining accurate payment records. Provided friendly yet firm customer service to assist clients with payment plans and resolve billing concerns. Maintained up-to-date records of client communications, payment history, and account status in the company database.

Managed full client communication for injured workers, ensuring consistent follow-ups and clear updates throughout their case process. Scheduled depositions, medical evaluations, and legal appointments on behalf of attorneys, maintaining accuracy and timeliness. Organized and filed sensitive legal documents with attention to confidentiality and detail. Maintained a high level of empathy and professionalism when dealing with clients navigating stressful legal situations.