Appointment Setter & Client Support Coordinator

About this role

Appointment Setter & Client Support Coordinator
Employment Type: Full-Time
Schedule: 40 hours per week
Working Hours: 9:00 AM – 5:00 PM PST
Location: Remote
Role Overview
We are looking for a proactive and professional Appointment Setter & Client Support Coordinator to support a growing employee benefits consulting team.
The role will have a strong focus on outbound calling, prospect outreach, appointment setting, and follow-up, while also assisting with client servicing, vendor communication, quote requests, documentation, and administrative coordination.
The ideal candidate is comfortable speaking with business owners and decision-makers, can build rapport over the phone, and is organized enough to manage follow-ups and administrative responsibilities without letting details fall through the cracks.
Key Responsibilities
Outbound Calling & Appointment Setting

• Conduct outbound calls to prospective clients and business decision-makers.

• Introduce the company's services clearly and professionally.

• Identify and connect with the appropriate decision-maker within each organization.

• Qualify prospects by gathering relevant business and contact information.

• Build rapport and conduct effective discovery conversations.

• Schedule qualified appointments for the appropriate team member.

• Obtain email addresses and other information needed for follow-up.

• Follow up with prospects who have expressed interest or requested additional information.

• Maintain consistent calling and follow-up activity to generate new opportunities.

Client Support & Communication

• Act as a client-facing point of contact through phone and email.

• Respond to servicing questions and assist clients in finding appropriate solutions.

• Follow up on outstanding client requests and ensure issues are addressed promptly.

• Communicate updates clearly and professionally to clients and internal team members.

• Maintain a high level of responsiveness and customer service.

Quotes & Vendor Coordination

• Send quote requests to vendors and insurance providers.

• Follow up with vendors regarding outstanding quotes, information, or documentation.

• Gather and organize information required to prepare or process quotes.

• Track the status of requests and ensure necessary follow-ups are completed.

• Maintain accurate records of quotes, vendor communications, and updates.

Administrative & Project Support

• Assist in compiling and organizing project-related information and documentation.

• Maintain accurate records of calls, emails, client communications, quotes, and follow-up activities.

• Update CRM systems, spreadsheets, or internal tracking tools as required.

• Help implement new processes, projects, and plans under the supervision of the team.

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

• Provide general administrative support to ensure projects and client requests move forward smoothly.

Requirements
Qualifications

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

• Comfortable making a high volume of outbound calls.

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

• Strong verbal and written English communication skills.

• Ability to build rapport and confidently guide conversations over the phone.

• Strong follow-up skills and persistence without being overly aggressive.

• Good organizational skills and attention to detail.

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

• Comfortable handling both sales-related outreach and administrative responsibilities.

• Ability to manage several priorities and deadlines independently.

• Experience in insurance, employee benefits, financial services, or another professional services environment is an advantage but not required.

What We're Looking For
We are looking for someone who is:

• Confident on the phone – comfortable initiating conversations and speaking with decision-makers.

• Persistent and proactive – follows up consistently and does not wait to be reminded.

• Client-focused – communicates professionally and genuinely wants to help resolve client needs.

• Highly organized – keeps accurate notes, tracks follow-ups, and ensures requests do not get missed.

• Detail-oriented – carefully handles quotes, client information, and documentation.

• Resourceful – can gather information, solve routine problems, and know when an issue needs to be escalated.

• Dependable – takes ownership of responsibilities and follows tasks through to completion.

Benefits
What we Offer:

• Opportunities for growth and advancement

• HMO- Maxicare

Work Hours:

• Full-time, PST business hours, Remote
Originally posted on Himalayas