Bilingual Appointment Setter
S
Support ShepherdHealth Insurance
LATAM Highly preferred, Monday-Friday, U.S. Eastern Time (8:30 AM - 7:00 PM ET)Full-TimeMiddle
Salary1,000 - 2,000 USD per month
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Job Details
- Languages
- English and Spanish
- Experience
- 2-5 years
- Required Skills
- Microsoft ExcelGoogle WorkspaceCRM
Requirements
- 2-5 years of experience in appointment setting, inside sales support, call center outreach, or active customer service.
- Absolute fluency in both English and Spanish (written and spoken).
- Confident, warm, and highly articulate phone manner.
- Proven ability to work independently and productively in a remote environment.
- Strong proficiency in CRM systems, Google Workspace, and Excel.
- Experience with GoHighLevel is preferred.
- Background knowledge in Medicare, Life, or private Health Insurance is preferred.
Responsibilities
- Conduct high-volume outbound calling campaigns to prospects and existing clients.
- Pre-qualify leads by verifying insurance eligibility and gathering key demographic information.
- Schedule appointments directly into the shared GoHighLevel calendar.
- Maintain consistent follow-up cadences to ensure high appointment attendance rates.
- Manage and map lead data accurately within GoHighLevel CRM.
- Monitor and execute CRM workflows and automated communication pipelines.
- Provide administrative support to brokers and resolve scheduling bottlenecks.
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