What are the responsibilities and job description for the Appointment Setter position at WallStJobs.com?
Position Overview
One of the nation’s leading insurance companies that prides itself on providing exceptional service and tailored insurance solutions seeks a motivated and detail-oriented Appointment Setter.
In this role, you will be responsible for reaching out to potential clients, setting appointments for insurance agents, and ensuring that all interactions are professional and customer-focused.
Key Responsibilities
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One of the nation’s leading insurance companies that prides itself on providing exceptional service and tailored insurance solutions seeks a motivated and detail-oriented Appointment Setter.
In this role, you will be responsible for reaching out to potential clients, setting appointments for insurance agents, and ensuring that all interactions are professional and customer-focused.
Key Responsibilities
- Utilize various outreach methods to contact potential clients and introduce insurance products and services
- Qualify leads by understanding their needs and matching them with the appropriate insurance agent
- Schedule appointments for insurance agents to meet with prospective clients, ensuring accuracy and timeliness
- Follow up with leads and confirm appointments, providing excellent customer service throughout the process
- Maintain detailed records of client interactions in CRM system
- Previous experience in sales, business development, customer service, or similar role
- Strong verbal and written communication skills with the ability to engage clients
- Excellent organizational skills and attention to detail
- Ability to work independently and as part of a team
- Knowledge of CRM software a plus
- Competitive base salary plus performance-based bonuses
- Comprehensive benefits package including health, dental, vision, 401(k), and paid time off
- Opportunities for professional development and career growth
- Supportive team environment with a focus on work-life balance
- Flexible work from home options available
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