Appointment Setting Jobs

Location: Remote (based in Texas) Industry: Home and Auto Insurance --- 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. --- 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. --- 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 --- ​ 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. --- 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.