Work From Home - Appointment Setter

Spade Recruiting; Waterloo; Remote; CAD 40,000 - 55,000; Full time

Job summary

A leading company in client services is seeking enthusiastic individuals to assist clients with their needs. The role involves providing outstanding service, managing inquiries, and staying updated on products and policies, ensuring clients receive the best support.

Responsibilities

• Distribute benefit enrollment materials and determine eligibility.
• Dispatch incoming customer phone calls.
• Respond to client requests for coverage options.

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 coverage options 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.