Business Development Representative- Virtual Assistant
Humano
May 2024 - Feb 2025 (10 months)
Supported business development initiatives by assisting clients with various business insurance needs, including Workers' Compensation, General Liability, Bonds, and Commercial Auto Insurance. Conducted lead generation and prospecting to identify potential clients, building a robust pipeline of opportunities. Scheduled and coordinated appointments for clients to receive quotes on necessary coverage, ensuring a seamless experience. Utilized CRM software (ZOHO) to manage and update client information, track interactions, and monitor lead progress. Engaged with leads through multiple communication channels, including texting via RingCentral and email, to maintain consistent follow-up and nurture relationships. Collaborated with team members to