Data Analyst - Client: Insurance Agency
lead management systems Knowledge of Agency Zoom or similar commission tracking tools RingCentral proficiency Data...
lead management systems Knowledge of Agency Zoom or similar commission tracking tools RingCentral proficiency Data...
opportunities entered in CRM Review RingCentral call logs weekly Document all client interactions in Insightly CRM Skills... with RingCentral or similar phone systems Strong documentation and data entry accuracy Proficiency with Google Workspace (Gmail, Docs...