Sales Representative
Handle about 25 customer interactions each day—more than 5,000 annually—while reviewing account data, explaining changing policies and offers, and documenting decisions in internal systems.
- Account accuracyReview account information and document activity, decisions, and follow-up in internal systems.
- Policy changesInterpret current policies, offers, and internal guidance to give customers accurate information.
- AutomationUse Microsoft Power Automate and basic scripting to schedule Teams messages and automate routine emails.