Appointment Setter, Client Support Coordinator

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Make outbound calls to potential clients and key business decision-makers.

• Clearly and professionally present the company's services.

• Identify and engage with the right decision-maker in each organization.

• Qualify prospects by collecting relevant business and contact details.

• Establish rapport and conduct insightful discovery conversations.

• Arrange qualified appointments for the appropriate team member.

• Gather email addresses and other necessary information for follow-up.

• Follow up with interested prospects while maintaining consistent calling activity.

• Serve as a client-facing contact through both phone and email communications.

• Address servicing inquiries and assist clients in finding suitable solutions.

• Follow up on pending client requests and provide clear updates.

• Send quote requests to vendors and insurance providers.

• Follow up on outstanding quotes, information, or necessary documentation.

• Collect and organize information needed to prepare or process quotes.

• Monitor request status and keep accurate records of quotes and vendor interactions.

• Compile and organize information and documentation related to projects.

• Maintain logs of calls, emails, client communications, quotes, and follow-up actions.

• Update CRM systems, spreadsheets, or internal tracking tools accordingly.

• Assist in implementing new processes, projects, and plans under team supervision.

• Coordinate information among clients, vendors, and internal team members.

• Provide general administrative support to facilitate project progression and client requests.

⛳️ Requirements

• Prior experience in appointment setting, outbound calling, telemarketing, business development, client service, or a comparable role.

• Comfortable making a high volume of outbound calls.

• Experience engaging with business owners, managers, or decision-makers is preferred.

• Excellent verbal and written communication skills in English.

• Capable of building rapport and steering conversations over the phone.

• Strong follow-up abilities and persistence.

• Good organizational skills with a keen attention to detail.

• Familiarity with maintaining CRM records, call notes, and follow-up activities.

• Comfortable managing sales-related outreach and administrative tasks.

• Ability to prioritize and meet deadlines independently.

• Experience in insurance, employee benefits, financial services, or professional services is a plus but not mandatory.

🏝️ Benefits

• Opportunities for growth and advancement.

• HMO- Maxicare.

• Full-time, PST business hours, Remote.