Appointment Setter/CSR

Equicom Services Inc.; Makati; On-site; PHP 223,200 - 334,800; Full time

Benefits offered by this job

13th Month Pay

Health Insurance

Maternity & Paternity Leave

Sick Leave

Vacation Leave

Job summary

Equicom Services Inc. is urgently looking for an Appointment Setter/Collection Specialist to work on-site in Makati. The role involves managing inbound calls, handling bookings, and providing excellent customer service for MyHealth’s Customer Care campaign. Candidates should have at least 6 months of contact center experience and possess strong skills in CRM software, communication, and multitasking. The company offers government-mandated benefits such as health insurance, maternity/paternity leave, and more.

Qualifications

• At least 6 months of contact center experience.
• Highly trainable and flexible.
• Capable of upselling additional services.
• Reliability and professionalism: punctual and dependable.

Responsibilities

• Attend inbound calls from patients and clients.
• Input call details in the CRM and manage bookings.
• Handle inquiries, complaints, and payment requests.
• Confirm appointments via email and SMS.
• Update customer records in the CRM system.

Skills

Contact center experience

Proficiency in CRM systems

Verbal communication skills in English

Organizational skills

Problem-solving ability

Multitasking ability

Knowledge in medical terms

Education

Graduate or College level/undergraduate preferred

Job description

Job Description

Equicom Services, Inc is urgently looking for an Appointment Setter/Collection Specialist who can work on site in Makati.

Government Mandated Benefits

• 13th Month Pay

Insurance Health & Wellness

• Health Insurance
• Maternity & Paternity Leave, Sick Leave, Vacation Leave

Qualifications

• At least 6 months contact center experience
• Graduate or College level/undergraduate preferred
• Highly trainable and flexible
• Capable of upselling additional services
• Proficiency in CRM systems and basic computer skills
• Flexibility to adapt to changing priorities and schedules
• Strong organizational skills with experience in appointment scheduling and CRM/software tools
• Problem‑solving and multitasking ability to handle multiple tasks and resolve issues efficiently
• Clear verbal communication skills in English for customer interactions
• Reliability and professionalism: punctual, dependable, and team‑oriented with a focus on customer satisfaction
• Knowledge in medical terms with booking agent experience is an advantage

BASIC FUNCTIONS

The Appointment Setter is a dedicated and customer‑focused Contact Center Agent who supports MyHealth’s Customer Care campaign. They handle inbound calls from patients and clients, manage bookings, and provide excellent customer service to ensure a smooth experience for all callers.

PRIMARY DUTIES AND RESPONSIBILITIES

• Attend inbound calls from patients, clients and potential clients coming from the dedicated hotline.
• Input call details in the CRM, ticketing system, and/or booking system.
• Handle inquiries, complaints, payment, and misdirected calls.
• Process appointment and booking requests based on available schedules of branches, procedures, and services.
• Confirm appointments via email and/or SMS.
• Make authorized calls to patients when necessary (related to booking schedule only).
• Update and maintain accurate records of customer interactions in the CRM system.
• Provide information to prospects in a clear and concise manner.
• Secure receipt of billing within 30 days after the sending of the billing through outbound calling and/or SMS.
• Send due date/collection reminders via multi‑channel (SMS/voice/email).
• Follow front‑end requirements before due date and after due date.
• Obtain payment details/options from clients.
• Check payment, deposit slips, electronic payment, payment center or bank payments.
• Adhere to company code of conduct, housekeeping rules, floor management policy, attendance and time‑keeping policies.
• Comply with information security and data privacy policies, procedures, and guidelines.
• Attend mandatory annual Information Security (InfoSec) and Data Privacy Act (DPA) awareness training.
• Participate in work‑related activities, programs, and training.