Appointment Setter / Admin Assistant

Previous experience in the insurance industry (required) Clear, neutral-speaking voice with no strong accent Strong communication skills—both verbal and written High proficiency with technology, online tools, and CRM systems Ability to work independently and manage time effectively Must have a quiet, private workspace suitable for regular client calls Strong attention to detail and accuracy in data handling Reliable internet connection and updated computer equipment

Make outbound and inbound calls to clients to verify information and schedule appointments Communicate with clients via email in a timely, clear, and professional manner Collect, confirm, and update client information and data as needed Maintain accurate records and ensure information is entered correctly into the system Coordinate schedules and ensure all appointments are properly managed Perform general administrative tasks to support the team Ensure compliance with relevant insurance procedures and standards Work with minimal supervision while delivering consistent, high-quality output