Janice G.

Cold Caller/ Appointment Setter

Hi, I’m Janice Gonzales, a detail-oriented insurance professional with over 3 years of experience in Final Expense and Personal Lines Insurance. I specialize in cold calling, lead qualification, appointment setting, and customer service that drives conversions and builds trust. I’ve worked with a range of CRM platforms and communication tools, including VanillaSoft, Chase, APNTalk Dialer, RingCentral, Pipedrive, Agency Zoom, Mondaycom, Vonage, Salesforce, 3CX, Google Workspace, Microsoft 365, and Zoom. Whether you're a solo agent or managing a team, I can help you: Execute outbound campaigns that generate results Qualify leads with precision and empathy Schedule high-converting appointments Handle policy inquiries, updates, and win-backs Maintain accurate CRM records and streamline workflows I’ve been recognized as a top-performing Transfer Agent for generating the highest conversion rate in sales from transferred leads. My approach is structured, client-focused, and tailored to your goals—so you can focus on closing deals while I handle the front-end engagement. Let’s work together to make your sales process smoother, smarter, and more successful. ✅ Skills Outbound Calling Appointment Setting Lead Qualification & Transfer Insurance Customer Support (Personal Lines) Social Media Manger & Content Creator Team Collaboration & Workflow Optimization 📈 Experience Highlights Sales and Customer Representative- MAIB Insurance Services- Part Time (Auto Insurance) (Nov 2025- present) Virtual Assistant & Social Media Manager /Content Creator- Ram Ramirez Agency- Part Time ( Personal & Commercial Insurance) ( Sept 2025- Present) Insurance Support Specialist – The Cepeda Agency LLC -Part Time (Personal Lines Insurance) (Jan 2025–Jun 2026) Appointment Setter – The Assurance Group - Part Time(Final Expense Insurance) (Jan 2025- Jul 2025) Transfer Agent – Taylored Legacy Insurance - Full Time (Final Expense Telesales Insurance) (Jan 2022–Jan 2025) 🎓 Education Course: Bachelor of Science in Medical Technology (1st yr College level) School: University of Negros Occidental Recoletos – Bacolod City