Customer Service | Lead Qualification Specialist at Centerfield Jm (qualified lead handoffs and consultation booking)
Verified lead information and ensured eligibility by validating customer details before transferring to licensed agents. Maintained accurate CRM records using call notes and outcomes, supporting downstream agent processing. Arranged consultations for customers interested in Clover services to facilitate qualified handoffs. • Validated customer eligibility and details prior to warm transfers. • Updated CRM systems with accurate call outcomes and notes. • Built rapport through scripted and organic communication to enhance transfer rates. • Booked consultations for Clover service prospects.