Demo

Virtual Appointment Setter

EcoSure Insurance Group
Wichita, KS Remote Full Time
POSTED ON 2/16/2025
AVAILABLE BEFORE 5/14/2025

Ecosure Insurance is seeking a motivated and dynamic Virtual Appointment Setter to join our remote team. In this role, you will play a crucial part in driving our business forward by connecting with potential clients and setting up appointments for our insurance agents. As a Virtual Appointment Setter, you will be responsible for initial outreach, engaging prospective clients, and ensuring that they have a seamless experience in scheduling meetings.

Responsibilities

  • Conduct outbound calls and emails to potential clients to schedule appointments for insurance consultations.
  • Maintain and update the lead database with accurate contact information and appointment statuses.
  • Follow up with leads to ensure they have received necessary information and to confirm appointments.
  • Utilize various communication tools and platforms effectively for outreach and client engagement.
  • Collaborate with the sales team to understand the best approaches for reaching different client segments.
  • Develop and implement effective strategies for improving appointment-setting processes.
  • Track and report on key performance metrics, including call volume and appointment conversion rates.

Requirements

  • Proven experience in a similar role, preferably in customer service or sales.
  • Excellent verbal and written communication skills, with a persuasive and engaging phone demeanor.
  • Strong organizational skills and attention to detail to manage a busy appointment schedule.
  • Ability to work independently and proactively in a remote environment.
  • Familiarity with CRM software and appointment scheduling tools is a plus.
  • Self-motivated and results-oriented, with a desire to meet and exceed performance goals.
  • Flexible availability to accommodate different time zones and client schedules.
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