Karl

Appointment Setter / Lead Generation Specialist

Karl

ID Verified
1,000/mo
Santa Rosa, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

Sales and Healthcare Representative with experience in inbound/outbound sales, upselling, lead generation, marketing, customer service, billing, finance, and insurance. Skilled in customer support, account management, sales conversion, and problem-solving. Experienced with AI automation tools to improve workflow efficiency and business operations. Strong communicator with a proven ability to handle customer concerns, build relationships, identify sales opportunities, and deliver quality service ...

Top Skills

B2B Sales · 5 yearsCold Calling · 5 yearsCold Email Outreach · 5 yearsData Entry · 5 yearsNegotiation · 5 years

Skills & Expertise

Data & Analytics

Google Sheets (Advanced)Intermediate
TableauIntermediate

Customer Success

Phone SupportExpert
Email SupportIntermediate
Lead ManagementIntermediate
CrispIntermediate
FreshdeskIntermediate
ZendeskBeginner

Sales & Business Development

B2B SalesExpert
Cold CallingExpert
Cold Email OutreachExpert
NegotiationExpert
Lead GenerationAdvanced
B2C SalesIntermediate
Account ManagementIntermediate
Zoho CRMIntermediate
Apollo.ioIntermediate
SalesforceBeginner

Virtual Assistance & Admin

Data EntryExpert
Calendar ManagementIntermediate
Email ManagementIntermediate
CalendlyIntermediate
Executive Assistant ServicesIntermediate

Specialized Skills

Telehealth SupportIntermediate

Work Experience

Outbound Sales Representative

Yourforms.com

Jul 2026 - Sep 2026

Key Achievements:

Assisted customers throughout the United States with divorce-related services, guiding them through available assistance and answering questions about the process. Generated sales by identifying customer needs and recommending relevant divorce assistance, services, and solutions. Built rapport with customers through remote communication, providing knowledgeable support while consistently pursuing upselling and sales opportunities

Lead ManagementB2B SalesCold CallingGoogle Sheets (Advanced)Email SupportLead GenerationCalendar ManagementCold Email OutreachData Entry

Sales Lead Generation / Sales Closer

Ecube Labs - Haulla

Jan 2026 - Jul 2026

Key Achievements:

Generate qualified leads by identifying potential residential and commercial customers, conducting outbound cold calls, and scheduling appointments and cotracts for Haulla ' s waste and junk removal services across the U.S. Engage prospects through professional sales conversations, educate them on Haulla ' s trash pickup solutions, overcome objections, and convert interest into booked services and sales opportunities. Maintain accurate customer records in the CRM, follow up with leads consistently, and collaborate with the sales team to maximize conversion rates and support business growth.

Google Sheets (Advanced)Phone SupportB2B SalesLead ManagementEmail SupportLead GenerationCold CallingCalendlyData EntryCalendar ManagementCold Email Outreach

SALES AND CLAIMS EXPERT

Asurion

Feb 2025 - Dec 2025

Key Achievements:

Assist customers with insurance claims for mobile devices by verifying coverage, processing claims efficiently, and ensuring a seamless resolution while delivering exceptional customer service. Recommend and sell Asurion protection plans, technical support services, and device protection solutions by identifying customer needs, addressing concerns, and achieving sales and performance goals. Provide technical troubleshooting and support for smartphones, tablets, and connected devices, educating customers on device features, resolving technical issues, and documenting interactions accurately in the CRM system.

Google Sheets (Advanced)Phone SupportB2C SalesData Entry

EXPERT-TECH/SALES COACH

Concentrix

Feb 2023 - Jan 2025

Key Achievements:

Drive sales of Optus mobile, broadband, and business solutions by identifying customer needs, presenting tailored recommendations, negotiating plans, and consistently achieving or exceeding sales targets. Provide expert technical support by troubleshooting mobile devices, connectivity issues, and service-related concerns, ensuring prompt resolution and an exceptional customer experience. Coach and mentor sales team members through call reviews, performance feedback, product training, and sales best practices to improve conversion rates, customer satisfaction, and overall team performance.

Email SupportTableauPhone SupportB2B SalesB2C SalesCold CallingData Entry

CSR/ TEAM LEAD

Alorica

Jan 2022 - Jan 2023

Key Achievements:

Assist Wellcare members by addressing inquiries related to health plans, benefits, eligibility, claims, and provider services while delivering accurate information and exceptional customer support. Lead and support a team of customer service representatives by providing coaching, monitoring performance, resolving escalated member concerns, and ensuring compliance with company policies and healthcare regulations. Track team performance metrics, maintain accurate documentation in CRM systems, and collaborate with leadership to improve service quality, operational efficiency, and member satisfaction.

Google Sheets (Advanced)Email SupportPhone SupportB2C SalesCalendar ManagementData EntryAccount Management

Waiver of Premium Claims Analyst

Remote Client

Jan 2021 - Dec 2021

Key Achievements:

Reviewed and adjudicated Waiver of Premium claims by interpreting policy provisions, medical evidence, and regulatory requirements to determine claimant eligibility. Analyzed medical records, physician statements, and supporting documentation to make timely and accurate claim decisions. Communicated with policyholders, beneficiaries, physicians, and internal departments to obtain additional information and provide updates throughout the claims process. Maintained detailed and defensible electronic claim files, ensuring compliance with company policies and state insurance regulations. Processed claim approvals, denials, and benefit payments with a high level of accuracy while meeting established service-level agreements. Conducted annual reviews of active Waiver of Premium claims to confirm continued eligibility and appropriate benefit continuation. Collaborated with legal, underwriting, and medical consultants to resolve complex claims and support fair, consistent claim outcomes. Delivered empathetic, customer-focused service while handling sensitive disability and life insurance claim matters. Prioritized a high-volume caseload, consistently meeting productivity, quality, and compliance goals.

Google Sheets (Advanced)Email SupportLead ManagementPhone SupportB2C SalesCold CallingAccount ManagementCalendar ManagementData EntryCalendlyCold Email Outreach

Quick Stats

Age26 years
English LevelFluent
ID VerificationVerified
Portfolio
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Certifications

Sales Fight Club

Education

High-school

The Good Sheperd School Of Imelda

2013 - 2019