Breanna Holmes

Advised small business owners on risk management and P&C insurance solutions, maintained Salesforce client records, and consistently met sales and retention targets while collaborating with underwriting and customer success for compliance.

Supported customers on online course offerings and guided purchases across phone, chat, email, and text, handling high volumes of inbound inquiries to close sales.

Supported executive and sales teams with scheduling, call routing, and materials preparation; created onboarding training documents and collaborated cross-functionally to improve operational efficiency.

Handled inbound/outbound homeowner inquiries for solar, roofing, and battery projects, coordinated updates with sales and project teams, and exceeded call volume and satisfaction metrics.

Acted as liaison between customers and roadside assistance providers, resolved escalations, negotiated service pricing, and troubleshot mobile application issues for users and providers.

Assisted partners and homeowners with finance applications and contracts, conducted fraud verifications and credit analysis, and performed welcome calls to ensure borrower understanding.

Processed merchant applications and customer financing inquiries, performed due diligence on partners using TransUnion reports, and consistently met QA and revenue goals.

Supported customers with billing, technical troubleshooting, and activations, retaining customers by resolving issues and offering tailored solutions.

Coached new agents through side-by-side mentoring and performance reviews, led daily motivational meetings, and enforced schedules and compliance to improve call center KPIs.