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Jose
Customer Support & Appointment Setting Specialist with 5+ years of experience
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Competencies
Provided credit card, account support, and customer engagement across multiple channels including phone, chat, and email.
Performed targeted outbound calls to generate leads, qualify prospects, and set appointments across various industries.
Utilized active listening, rapport building, and clear communication to resolve customer issues and improve engagement.
Operated CRM platforms to manage customer interactions, track calls, and streamline appointment scheduling.
Employed sales and upselling strategies to increase revenue and customer satisfaction.
Education
Languages
Summary
Experienced in managing high-volume calls, lead qualification, and customer engagement to support sales and service objectives across diverse clients and industries.
Key Achievements
- Managed inbound and outbound calls to qualify leads and set appointments, improving lead conversion efficiency.
- Handled outbound cold calling campaigns for auto warranty, insurance, and real estate sectors, consistently meeting targets.
- Trained and mentored new customer service agents, reviewing calls and providing feedback for quality improvement.
Experience
Appointment Setter / Real Estate
Managed inbound and outbound calls using script work for owners looking to sell their homes, resolving concerns, qualifying and setting up in-person appointments with a real estate agent., Consistently exceed call quality and goals through strong communication and active listening., Overcoming...
Transfer Specialist / Auto Warranty
Handled outbound cold calls to car owners with expired auto warranty., Convince, qualify and transfer campaign, Achieved high customer satisfaction and consistently met call targets.
Refinance/Solar/Life Insurance
Performed cold calling and live transfers, connecting potential clients with sales representatives., Built strong customer rapport to boost engagement and sales conversion rates., Adapted quickly to multiple scripts and campaigns across diverse industries.
(CSR) Customer Service Representative
Provided credit card and account support to customers via phone, chat, and email., Handled sensitive customer information while maintaining compliance with company and regulatory standards., Met target metrics on a consistent basis., QA Agent - Trained and mentored new agents on customer engagement...