Best Office Staff - Recruitment

Underwriter

• Receive new clients from Internal Sales and Affiliate Partners
• Verify that all client information is correct
• Review accounts being placed on the program to ensure they meet program standards
• Review fees to ensure clients are charged correctly
• Report issues back to the sales agent for corrections

Underwriting Specialist

Sales Development Rep

• Make 100+ outbound cold calls daily to identify, engage, and qualify potential B2B prospects
• Generate and schedule qualified sales opportunities for the client or sales team
• Maintain accurate records of prospect interactions and activities in the CRM
• Send timely follow-up emails and nurture warm leads through the sales pipeline
• Utilize company-provided lead lists, call scripts, and sales tools to maximize outreach and performance
• Meet or exceed daily, weekly, and monthly activity and performance KPIs
• Collaborate effectively while taking ownership of individual performance

Underwriting Specialist

Sales Development Representative – Cold Caller