Appointment Setter & Client Support Coordinator

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 someon