Juliet Udeoke

Juliet Udeoke Customer Service Representative -|- PROFESSIONAL SUMMARY Ambitious and customer-focused professional with 4 years of experience driving business growth through appointment setting, strategic relationship-building, and exceptional customer support. Proven track record of delivering tailored solutions that empower clients to optimize their time and resources. With expertise in communications, Business development, and customer service, I am eager to bring my skills and passion to a dynamic team and contribute to its success. Skills and Competences ●​ ●​ ●​ ●​ ●​ ●​ ●​ Live Chat & Multi-Channel Support Customer Support Communications Virtual Assistance Administrative/Operations Appointment Setting Business Development ●​ ●​ ●​ ●​ ●​ ●​ ●​ Cold Caller Call Vetting Excel and google sheet Customer Retention CRM tools VA and Project Management tools Ticket Management & Escalation PROFESSIONAL EXPERIENCE Customer success and Retention Specialty Life Insurance, Remote, Ontario, Canada ●​ Business Development Qualified and converted 100+ incoming leads weekly through phone calls, emails, and online chats ensuring accurate eligibility assessment for life insurance products ●​ Conducted comprehensive needs assessments to understand clients’ financial goals, risk tolerance, and long-term objectives, leading to a 35% increase in policy conversions ●​ Conducted comprehensive needs assessments to understand clients’ financial goals, risk tolerance, and long-term objectives, leading to a 35% increase in policy conversions. ●​ Recommended Tailored life insurance solutions alined with clients’ budgets and needs, resulting in high client satisfaction scores (85% positive feedback). ●​ Guided client through the application process, maintaining 100% accuracy rate in submitted forms, which reduced processing delays by 45%. ●​ Maintained precise and up-to-date client records in CRM systems, enhancing data quality and enabling seamless follow-ups. ●​ Built and nurtured strong client relationships that contributed to higher retention rates and repeat referrals. Appointment Setting/Cold Caller Game Changer Real Estate, Remote, Jacksonville, FL ●​ Conducted market research and leveraged social media to generate and qualify leads, consistently securing 15–20 client appointments per week. ●​ Utilized CRM software to track leads, manage pipelines, and schedule timely follow-ups, ensuring a high appointment-to-showing conversion rate. ●​ Built and maintained strong client relationships through effective communication, resulting in repeat appointments and referral opportunities. ●​ Prepared and delivered appointment reports to management, highlighting scheduling efficiency, conversion outcomes, and client engagement. Customer Care Representative Healthtech Consultant, Remote, New Jersey, New York ●​ Manage 80+ daily inquiries via live chat, email, and phone, maintaining a 93% satisfaction rate. ●​ Developed callback and follow-up strategies Increasing first-contact resolution by 36% ●​ Coordinated with clinical teams to streamline ticket workflows, reducing delays by 15% ●​ Documented all interactions in Zendesk and HubSpot, ensuring compliance and seamless follow-ups. ●​ Handled real-time escalations and staff coordination, minimizing disruption by 28% EDUCATION Bachelor of Art in Sociology and Anthropology​ TRAINING AND CERTIFICATIONS Virtual Assistance & IT Support (Digital Witch Academy), Virtual Assistant (ALX Africa)