Teams at Outsourcey

Make high-volume outbound B2B calls to business owners and decision-makers, qualify leads for small business lending, schedule appointments for advisors, maintain CRM records and follow-up, handle objections, meet outreach and appointment goals, and collaborate with internal sales teams.

Produce detailed shop, fabrication, permit, and installation drawings for custom signage using CAD. Interpret architectural and engineering plans, generate BOMs and fabrication details, ensure compliance with codes and ADA, coordinate revisions with stakeholders, and support fabrication and installation teams while managing multiple projects and deadlines.

Provide insurance administration support including data entry of client, policy and claims information; manage inboxes and follow-ups; prepare and update policy documents; assist with renewals, endorsements, reporting, and filing; support brokers and account managers and contribute to process improvements.