Appointment Setter

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

• 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
  
  

Qualifications

• 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
  
  

Appointment Setter Positions Offer

• 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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