Appointment setter for Texas insurance agency

Location: Remote (based in Texas)

Industry: Home and Auto Insurance

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Job Overview

We’re seeking a reliable and organized Virtual Assistant who will help our insurance agency streamline client interactions. You’ll be responsible for scheduling client appointments and directing calls to the appropriate team members. Your role is essential in ensuring seamless communication and top-tier service.

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Key Responsibilities

1. Appointment Coordination

Manage outbound appointment requests through phone, email, or scheduling platforms.

Verify client details and prepare them for their consultation or policy review.

Use tools like Ricochett, Outlook, leadmanager, etc., to transfer intereteted clients to sales reprensantives.

2. Call Handling & Transfers

Log 5 to 6 hours a day phone talk-time

Assess caller needs and connect them with the suitable agent or department.

Maintain a log of transferred or routed calls, including brief context.

3. Administrative Support

Update CRM systems (e.g., HubSpot, Salesforce) with accurate contact and appointment details.

Track appointment outcomes—reschedules, cancellations, completed visits.

Assist with basic client onboarding tasks as needed.

4. Communication & Reporting

Send follow-up emails post-appointment, and thank-you messages.

Provide daily or weekly summaries of appointment volumes, status updates, and call routing statistics.

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Required Qualifications

Qualification    Description

Tech Proficiency    Comfortable with CRMs, email, calendar tools

Communication Skills    Clear, professional verbal and written communication in english

Organizational Skills    Strong multitasking and attention to detail

Reliability    Consistent, punctual, with a strong work ethic

Insurance Familiarity    Bonus: Familiarity with insurance terms or processes

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​ Hours & Compensation

Schedule: 40 hours/week. Monday to Friday, 9 AM–5 PM CT with flexibility.

Pay:  $4-6 per hour—depending on experience. Plus $3 dollars per transfer with a goal on 10-15 transfers per day.

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Why Join Us?

Been in Business for 17 years. Long-time staff with many with over 10 years with the Agency.

Fully remote opportunity with Texas-based flexibility.

Meaningful role in client relations and agency efficiency.

Collaborative environment with opportunities for growth in insurance operations.