Sunday

Financial Planning and Analysis

• Consider economic and business trends to forecast future financial results.
• Oversee income, expenses, taxes, capital expenditures, investments, and financial statements.
• Evaluate use of excess working capital, ROI and alternative cash uses.
• Gauge company financial health using key financial ratios (CAR, Combined Ratio, asset to insurance reserve ratio, Liquidity ratio).
• Determine which products/product lines generate largest portion of net profit.
• Examine and evaluate cost-efficiency of each department relative to resource consumption.
• Work with departments to prepare and consolidate budgets into overall corporate budget.
• Create, update, and maintain financial models and detailed forecasts of future operations.
• Partner with management teams on new promotions or new business to drive commercial outcomes.
• Prepare internal reports for senior management and support decision-making.
• Understand and communicate financial and operational impact of changes; suggest analytics-backed recommendations.
• Participate in implementation of approved changes.
• Create informative, actionable, repeatable reporting highlighting business trends and opportunities.
• Conduct ad hoc analyses and scenario testing to investigate operational issues and support senior management decisions.

Call Center Representative

• Develop and execute strategies to drive sales performance through the Outbound Call Center.
• Monitor market trends, analyze competitors, identify gaps, and strengthen team positioning to improve results.
• Monitor key metrics such as call volume, conversion funnel performance, lead utilization, and retention rates to identify opportunities for improvement.
• Drive monthly sales targets and ensure closing performance meets or exceeds business goals.
• Design, refine, and optimize outbound call scripts to continuously improve conversion rates (CVR).
• Conduct QA on calls and chats, provide feedback, and implement improvements to increase CVR%.
• Prepare monthly sales reports, calculate commissions, and design reward & discipline programs for the team.
• Lead, coach, and motivate the team to deliver results and maintain high performance standards.
• Collaborate with cross-functional teams (Sales Quality, Marketing, Training) to enhance operational efficiency.
• Provide ongoing coaching and training to uplift the team’s sales and customer interaction skills.

Financial Planning and Analysis

Outbound Call Center Lead