- Lead preparation and review of financial statements, reports, and forecasts.
- Oversee month-end close, balance sheet reconciliations, and tax compliance.
- Manage intercompany financial processes, audits, and internal controls.
- – Contact new leads promptly and build rapport to book qualified appointments.
- – Overcome objections with empathy, using evidence-based healthcare knowledge.
- – Document call notes and lead data in real time while managing high-volume pipeline.
- – Conduct interviews to gather medical and lifestyle history from insurance applicants.
- – Schedule tele-interview appointments based on availability of applicants and interviewers.
- – Maintain confidentiality while following up on missing information from applicants.