Insurance Appointment Scheduler

Job Description

REQUIREMENTS

Required Skills

Excellent Communication

• Clear speaking voice
• Professional phone etiquette
• Active listening
• Ability to explain ideas simply

Relationship Building

• Builds trust quickly
• Friendly and personable
• Makes customers feel comfortable
• Creates genuine conversations

Organization

• Strong attention to detail
• Calendar management
• Accurate documentation
• Excellent follow-through

Sales Skills

• Comfortable asking for appointments
• Ability to overcome objections
• Persuasive without being pushy
• Goal-oriented

Customer Service

• Positive attitude
• Patient
• Empathetic
• Helpful
• Solution-focused

Technology Skills

• CRM experience preferred
• Microsoft Outlook
• Microsoft Office
• Ability to learn agency software quickly
• Comfortable working with multiple computer screens

Preferred Qualifications

• Previous customer service experience
• Insurance agency experience preferred but not required
• Appointment setting experience
• Call center experience
• Sales support experience
• Financial services experience is a plus

RESPONSIBILITIES

• Contact existing agency customers by phone
• Build rapport quickly and professionally
• Explain the value of a complimentary Life Insurance Review
• Overcome objections with confidence and professionalism
• Schedule qualified appointments for the Financial Professional
• Confirm appointment details and send reminders
• Maintain accurate customer notes in the agency CRM
• Follow up with customers who requested a callback
• Meet daily call activity goals
• Meet monthly appointment-setting goals
• Help strengthen customer relationships with the agency
• Represent the agency with exceptional customer service

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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