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Ian
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Competencias
Demonstrated experience with Project Coordination.
Demonstrated experience with Client Intake.
Idiomas
Resumen
View Ian's professional profile on CazVid.
Experiencia
CLIENT INTAKE SPECIALIST / SALES CLOSER
Serve as the primary point of contact for potential leads, conducting strategic interviews to assess case viability and convert high-value prospects into firm clients., Execute sales closing techniques to secure signed Retainer Agreements, consistently meeting or exceeding monthly conversion targets and firm growth goals., Expertly address client objections and concerns, using empathetic yet persuasive communication to demonstrate the firm’s value proposition and legal expertise., Collaborate with the legal team to streamline the transition from 'lead' to 'active case,' ensuring all documentation is accurate for immediate attorney review., Maintain strict confidentiality and adhere to legal ethical standards while managing sensitive data within the firm’s CRM and lead-tracking systems.
CUSTOMER SERVICE REPRESENTATIVE
Deliver comprehensive customer support to both internal and external clients, as well as carriers and lenders, ensuring efficient and effective resolution of inquiries., Coordinate communication between management, licensed agents, and customers, managing both inbound and outbound calls and emails to ensure timely responses and clear information delivery., Provide expert responses to customer inquiries regarding quotes, coverage, services, documentation, and modifications, ensuring accuracy and satisfaction with each interaction., Improve team productivity by adhering to call scripts, effectively guiding conversations, setting clear expectations, and taking the necessary actions to resolve issues promptly., Stay proficient in the use of key technology tools, including Okta, Salesforce, Backporch, and RingCentral, while adapting to new applications to enhance operational efficiency and customer service delivery.
SALES TEAM LEAD
Lead and mentor a team of sales representatives, providing guidance, training, and performance feedback to maximize individual and team sales results., Develop and implement sales strategies to drive revenue growth, ensuring alignment with company goals and the continuous improvement of sales techniques., Foster a high-performance team culture by promoting collaboration, motivating team members, and creating a positive, results-driven work environment., Establish strong relationships with clients, offering tailored solutions and maintaining consistent communication to enhance customer retention and satisfaction.
PROJECT COORDINATOR
Facilitated seamless communication between customers, platform, company, and service providers, ensuring efficient coordination and project flow., Utilized active listening and persuasive sales techniques to build customer trust, highlight the company’s reliability, and ensure confidence in the quality of service provided., Delivered tailored solutions to customers regarding scheduling, service details, provider reassignment, and warranties, while ensuring accurate pricing and alignment with customer needs., Ensured clear and accurate information was communicated to service providers, including customer contact details, project descriptions, and scheduling, to guarantee smooth execution of services., Managed project assignments and provider payments, ensuring all tasks were claimed and scheduled appropriately, while also resolving any warranty or service completion issues efficiently.