Appointment Setter - Remote

Spade Recruiting; Innisfil; Remote; CAD 40,000 - 60,000; Full time

Job summary

Join a dynamic organization that values enthusiastic and self-driven individuals. In this role, you will assist both existing and prospective clients by providing outstanding service and in-depth product knowledge. Your responsibilities will include distributing benefit enrollment materials, responding to client inquiries, and creating individualized policies. You will also have the opportunity to work closely with management teams, ensuring you stay updated on new products and services. This is an exciting opportunity to grow within a supportive environment and make a significant impact on client satisfaction.

Qualifications

• Enthusiastic and self-driven individuals needed for client assistance.
• Ability to provide outstanding service and product knowledge.

Responsibilities

• Distribute benefit enrollment materials and determine eligibility.
• Respond to client requests for coverages and inquiries.

Skills

Customer Service

Product Knowledge

Communication Skills

Education

High School Diploma

Bachelor's Degree

Job description

We’re looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. This position will work with multiple clients throughout the day, providing outstanding service and product knowledge.

Duties :

1. Distribute all benefit enrollment materials and determine eligibility.
2. Dispatch incoming customer phone calls.
3. Accept customer calls and return customer inquiries.
4. Respond to client requests for coverages while representing their best interests.
5. Create and explain individualized policies via our Needs Analysis system.
6. Work and learn from management teams to stay up to date on new products, services, and policies.