Mid-Level Civil and Environmental Engineer
Wade Trim
Design site development projects for Wade Trim, an infrastructure engineering firm, serving Detroit-area clients. Prepare plans, permits, estimates, and reports.
खोलें
20four7VA लचीले परिचालन सहयोग की तलाश करने वाले व्यवसायों को दूरस्थ वर्चुअल असिस्टेंट सेवाएँ प्रदान करती है। इसकी टीम प्रशासनिक कार्यों, व्यावसायिक संचालन, मार्केटिंग, लॉजिस्टिक्स और तकनीकी सहायता सहित विभिन्न क्षेत्रों में काम करती है, जिससे ग्राहकों को अपनी बदलती आवश्यकताओं के अनुसार अनुकूलित स्टाफिंग सहायता मिलती है। कंपनी विभिन्न आकार के संगठनों को सेवाएँ देती है और आवश्यक कार्यों को सौंपने में उनकी मदद करने पर ध्यान केंद्रित करती है, ताकि वे अपनी व्यापक व्यावसायिक प्राथमिकताओं पर ध्यान बनाए रख सकें।
Remote Outbound Appointment-Setting Virtual Assistant
Make outbound calls to policyholders for a financial services agency, arranging annual reviews and consultations. Use campaign scripts and client tracking tools to manage scheduling and follow-up.
विवरण
- Call current policyholders to arrange annual reviews and consultations.
- Follow up about lapsed policies, missed payments, banking changes, and other client needs.
- Explain the reason for each call professionally, using approved client information.
- Answer routine questions, address objections, and steer conversations toward booking an appointment.
- Schedule appointments and manage the advisor’s calendar.
- Make outbound calls using Dialpad.
- Select the appropriate script for each client group and outreach campaign.
- Keep conversations natural and confident while adhering to approved messaging.
- Record call results, client responses, and required follow-up.
- Review call recordings and use feedback to improve performance.
- Keep client lists, appointment records, and tracking spreadsheets accurate.
- Organize outreach by campaign and client type.
- Monitor pending callbacks and follow-up appointments.
- Share regular updates on call activity and appointments scheduled.
- Provide task-specific business support to improve client efficiency, service delivery, or operations.
आवश्यकताएँ
- Experience in outbound calling or appointment setting is required.
- Strong customer service experience over the phone is required.
- Excellent spoken and written English is required.
- Ability to follow multiple scripts accurately is required.
- Experience addressing routine objections and booking appointments is strongly preferred.
- Experience in financial services or with an insurance agency is preferred.
- Experience with Dialpad or a similar calling platform is preferred.
- Experience managing spreadsheets and client records is preferred.
- Confidence and experience communicating with customers by phone outbound.
- Strong listening skills and an ability to build rapport naturally.
- Highly organized, with close attention to detail.
- Open to coaching and able to put feedback into practice quickly.
- Comfort handling objections while keeping conversations natural.
- Dependable, consistent, and accountable for results.
- Knowledge of Dialpad is preferred.
- Knowledge of Google Sheets or Microsoft Excel is required.
- Knowledge of email and calendar platforms is required.
- Knowledge of client tracking or CRM systems is required.
- Available for 20 contracted hours each week, Monday through Friday.
- Available during flexible Eastern Time business hours.
- Able to work as an independent contractor under a Master Services Agreement and Statement of Work.
लाभ
- Competitive rates.
- Weekly payments.
- Access to a range of open roles.
- Free training and skills development.
- Ongoing support and guidance.
- A supportive, active community.
- Possibility of increasing contracted hours as responsibilities grow.
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