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crm outbound calling agency matrix turborator xiway📋 Description
- Outbound lead management: re-engage expired leads and identify needs
- Multi-channel follow-up: use SMS/text per scripted process
- Lead qualification: assess Auto, Home, Commercial, and Biz needs
- System operations: update data in Agency Matrix and Turborator Xiway
- Information gathering: collect firmographic and personal data
- Collaborate with licensed agents to close deals
🎯 Requirements
- 2-5 years CSR/Sales Support in Auto, Home, or Commercial Insurance
- Bilingual: native Spanish and fluent English
- Comfortable with high-volume outbound calling
- Familiar with Insurance Management Systems (Agency Zoom/Matrix)
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