Appointment Coordinator

**** FIRST 90 DAYS, in office requirement *****

JOB TITLE: Appointment Coordinator

JOB SUMMARY

To provide assistance in the policy renewal management process including scheduling renewal or annual review appointments for the account executive. To provide administrative and clerical services to support operations of the office.

SKILL REQUIREMENTS

Occupational Specific: Excellent people and phone skills, computer skills, typing skills, 10-key calculator, multi-telephone system

Technical Specific: E-mail, Internet Explorer, MS Office Suite, Lotus Notes, ability to use agency management system preferably AMS360, Maps or mapping software

Personal & Professional: Attention to detail and accuracy and highly organized, excellent communication skills, listening skills, time management, strong customer service skills, able to work in a dynamic team environment, writing skills.

TASK DESCRIPTION

• Responsible for scheduling and confirming renewal or annual review appointments whether in-person meeting, virtual meeting or phone meeting for assigned agents and coordinating agents &/or account managers schedule including collecting pre-appointment data.
• Document and track all appointment information using spreadsheets, calendar (Outlook and Bookings), mail chimp emails.
• Assist in administrative support services in the office including but not limited to handling incoming telephone calls to direct calls to the appropriate staff.
• Process CM Renewal Offer Form from UW Report and updating the renewal spreadsheet.
• Other duties as assigned (Download processing, Renewal Spreadsheet preparation, Client Portal Setup, Process Renewal Offer Form from UW Report, send Renewal/Annual Review Notice Letter)

EDUCATION & TRAINING REQUIREMENTS

Minimum High School or equivalent or some College preferred.

LICENSING REQUIREMENTS

Not Applicable

OTHER JOB INFORMATION

Customer service or call center background is an advantage.

Physical Duties and Working Conditions:

General office and computer work. Occasional lifting of up to twenty five pounds. Constant standing, sitting, and walking. Occasional twisting, bending and reaching. Ability to listen to and comprehend both written and verbal communication to and from co-workers and clients.

Note: The above statements are intended to describe the general nature and level of work being performed by the individuals assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of individuals in this position. This position description is subject to change by the Company as the needs and requirements of the position change.

Job Type: Full-time

Pay: $21.00 - $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Health insurance
• Paid time off

Shift:

• 8 hour shift

Work Location: Remote

Salary : $21 - $23