About Me

• Hours wanted: Full-Time
• English Level: Fluent English (self-rated)

Profile Summary

B2B Outreach, Lead Generation, Customer Success, Sales Support, and Insurance Operations professional with 6 years of enterprise experience supporting Cisco accounts and 2 years of part-time experience in trucking insurance operations. Experienced in outbound email and phone outreach, pipeline management, customer retention, policy servicing, COI processing, loss run requests, CAB/VIN inspection review, and cancellation or reinstatement follow-ups. Proficient in Salesforce-based CRM workflows, Microsoft Excel, Momentum AMS, NowCerts, Motus, CAB, DataQs, Apollo.io, and LinkedIn prospecting. Detail-oriented and adaptable, with strong experience managing client records, follow-ups, documentation, and cross-team coordination in remote environments.