Customer support officer
Continental Insurance Brokers
Total years of experience :2 years, 9 Months
Retain and develop, database of existing and potential clients.
• Schedule appointments for Reporting Manager to meet prospective
•customers.
• Solicits for new business via telephone, networking, and other lead sources.
• Ask each customer for referrals and explain our referral program.
• Be outstanding at relationship building.
• Prospects for new business by following sales leads generated from referrals,
• Establish effective regular communication channels with customers to strengthen the relationship for after sales service.
• Prepare illustrations and fill out application forms and collect requisite data for the insurance application
• Ensure company's compliance policy is adhered to at all times
• Perform any other duties as deemed necessary by Manager.
Contact potential or existing customers to inform them about a
•product or service using scripts
• contact the distributors and inform the new offers and promotions
• Coordinating Sales order and sales team
• Contact customers and vendors for payment
• Answer questions about products or the company
• Ask questions to understand customer requirements and close
•sales
• Direct prospects to the field sales team when needed
• Enter and update customer information in the database
• Keep records of calls and sales and note useful information
• Sending inquires to suppliers and taking quotations.
• Finalizing the quote and issuing LPO.
• Coordinating for the delivery of material
• Maintained an organized and efficient cash office.
• preparing invoice
• Preparing Quotations
• Handling large volumes of cash with precise accuracy