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Appointment Setter

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Remote

Appointment Setter

Castrianni Insurance

Appointment Setter

Skills

CRMCustomer Support

2 months ago

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Important information


Contract type:

Permanent

Salary:

From $25,000 / year

Location:

United States

Work mode:

Remote

Published on:

1 September 2026

What they need


Overview

We are seeking a dynamic and energetic Appointment Setter to join our team! In this vital role, you will be the first point of contact for prospective clients, engaging with them through outbound calls and personalized communication to schedule appointments that drive our business forward. Your enthusiasm, excellent communication skills, and organizational prowess will help us build strong relationships and ensure a seamless experience for our clients. This paid position offers an exciting opportunity to develop your sales and customer service skills while contributing to a fast-paced, supportive environment.

Responsibilities

  • Make outbound calls to potential clients using a professional and friendly phone etiquette to introduce our services and generate interest
  • Schedule appointments accurately within our CRM (Customer Relationship Management) system, ensuring all client details are correctly entered and maintained
  • Follow up with leads via phone, email, or messaging to confirm appointments and answer preliminary questions
  • Provide exceptional customer support by addressing client inquiries promptly and professionally, demonstrating strong problem-solving skills
  • Maintain organized records of all interactions, appointments, and client information through efficient data entry practices
  • Collaborate with sales and customer service teams to ensure smooth scheduling processes and client communication flow
  • Utilize Microsoft Office tools to prepare reports, update schedules, and manage correspondence effectively

Qualifications

  • Proven experience in call center roles, customer support, or client services is highly desirable
  • Strong communication skills in English; bilingual abilities are a plus for engaging diverse clientele
  • Proficiency in Microsoft Office applications such as Word, Excel, and Outlook for documentation and scheduling purposes
  • Excellent phone etiquette with the ability to engage customers confidently over the phone
  • Demonstrated organizational skills with attention to detail in data entry and record keeping
  • Ability to handle multiple tasks efficiently in a fast-paced environment while maintaining professionalism
  • Technical proficiency with CRM systems or similar software is preferred
  • Previous experience in outbound calling or sales is advantageous but not required

Join us as an Appointment Setter and be part of a vibrant team committed to delivering outstanding client experiences! Your proactive approach and enthusiasm will help us grow while providing you with valuable skills in sales, communication, and customer service. We believe in fostering a positive work environment where your contributions truly make a difference.

Pay: From $500.00 per week

Work Location: Remote

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