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Contact Manger The contact manager position is designed to accomplish exactly what the title states, manage the contacting of prospects and customers on a regular basis. Duties may include:
1.Scheduling Farmers Friendly Reviews, maintaining records of all contacts and planned follow-ups as well as confirming each appointment in advance via mail, telephone or by other appropriate means.
2.Contacting Realtor s/Mortgage Processor by phone, e-mail or in person following up to scheduling meals with Agent. (www.har.com)
3.Creating Face Book Activities such as;
Contest- To reach more clients
Posting comments related to insurance business
Adding more prospect/Clients to our Face book site
Like us at Patterson Insurance Services requests
Contact professionals by phone, e-mail or in person, associated to the insurance industry to create interest in joining a network group.
Create attractive topics for meeting, (educational, informational, and etc.)
Look for a Guest that will provide a speech for a group (e.g. Government position, Political position, Business owner and etc.)
Scheduling weekly meetings follow with a confirmation to assist.
5.Calling existing clients to wish them a happy birthday (retention strategy)
6.Marketing events on site property (e.g. Summer-Free water, winter- free hot chocolate and etc.)
7.Telemarketing, scheduling sales appointments with prospects, policyholders and clients.
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