Appointment Setter & Client Support Coordinator
New
T
Treantly VAEmployee Benefits
Philippines, 9:00 AM – 5:00 PM PSTFull-Time
Salary not disclosed
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Job Details
- Languages
- English
- Required Skills
- Business DevelopmentCRM
Requirements
- Previous experience in appointment setting, outbound calling, telemarketing, business development, or client service.
- Strong verbal and written English communication skills.
- Comfortable making a high volume of outbound calls.
- Ability to build rapport and guide conversations with business owners and decision-makers.
- Strong follow-up skills and persistence.
- Good organizational skills and attention to detail.
- Experience maintaining CRM records, call notes, and follow-up activities.
- Ability to manage several priorities and deadlines independently.
- Experience in insurance, employee benefits, or financial services is an advantage.
Responsibilities
- Conduct outbound calls to prospective clients and business decision-makers.
- Schedule qualified appointments for team members.
- Act as a client-facing point of contact to respond to servicing questions and provide solutions.
- Send and track quote requests with vendors and insurance providers.
- Maintain accurate records of calls, emails, quotes, and follow-up activities in CRM systems.
- Coordinate information flow between clients, vendors, and internal team members.
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