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Years of experience: 10
Call CenterAppointment SetterCall Center SupervisorCall Center TrainerCustomer ServiceHelp Desk Support
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Kayla's Career Path
Feb. 2023 -Present
RetireMedProgram Advisor Manager
• Collaborated with Department Managers and Executive team to ensure continuity and communication at RetireMed.
• Managed team pipelines and conducted analysis to optimize team performance.
• Provided detailed reporting and analytics on team progress.
• Oversaw attendance management to ensure operational efficiency.
Feb. 2022 -Feb. 2023
RetireMedProgram Advisor Team Lead
• Led a team of Program Advisors to ensure task completion and collaboration with management teams at RetireMed.
• Provided coaching, on-the-job training, and delegated team projects to achieve company goals.
• Conducted audits on team calls and CRM to ensure quality and efficiency in operations.
Jul. 2021 -Feb. 2023
RetireMedProgram Advisor
* Sufficiently evaluate leads to schedule appropriate appointments * Communicate and ensure reliable information is provided to team member and Licensed Benefit Advisor to increase smooth transitions/client outcomes * Provide accurate information to lead and enter correct information in CRM system * Responsible to reaching out to potential clients through phone system, text system and email *...