Jonathan Jackson

-Locate necessary records and prepare them to be audited

-Organize 150-200 individual patient records a day based on doctor and insurance provider

-Communicate with clients to ensure efficiency and accuracy

-Converting warm leads into sales

-Consistent communication with clients to ensure customer satisfaction

-Constant outbound cold calls (100-200 a day) and follow-up on warm leads.

-Create warm leads for the sales team to utilize.

-Communicate with potential clients (up to 30-50 a day in person) and garner interest in product.

-Follow up communication with potential clients to maintain interest in product and subsequent meeting.

-Share any useful information on potential clients to ensure sales team succse (example: information about the personal needs a client may have)