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PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH
JOB TITLE | Appointment Setter & Admin Assistant |
JOB ID | KELNIC2RF |
INDUSTRY | Insurance |
LOCATION | LATAM / PH |
JOB STATUS | Full Time |
WORK SCHEDULE | Monday to Friday, 8:30am to 5:00pm PST |
SALARY | $1000-$1100 monthly (paid bi-weekly) |
TARGET START DATE | ASAP |
About the Client:
Our client is a premier, specialized insurance agency dedicated to simplifying the Medicare process for seniors across more than 15 states. With over 17 years of industry experience and a track record of serving more than 50,000 clients, the agency distinguishes itself through a high-touch service model that pairs every member with a dedicated agent and a Personal Assistant Liaison.
We are seeking a highly organized, proactive, and results-driven professional to support their leadership team. This role is essential to managing the appointment scheduling and administrative operations that sustain the agency’s industry-leading client retention and reputation for exceptional care.
About the Role:
We are seeking a highly organized, proactive, and results-driven professional to join our growing insurance agency. This is a dual-focus role that requires a high-energy "hunter" mentality for outbound telemarketing combined with the precision of an Executive Administrative Assistant.
The ideal candidate has a proven track record in the Medicare industry, is comfortable navigating cold calls, and can seamlessly transition into providing high-level support to our leadership team.
Key Responsibilities
1. Appointment Setting & Outbound Outreach (Primary Focus)
- Outbound Telemarketing: Conduct cold calls to prospective leads with a focus on high-volume appointment setting.
- Inbound Management: Field incoming calls from clients and referrals to qualify leads and schedule consultations.
- Referral Partnerships: Assist the Outreach Coordinator with follow-ups via email and text to maintain and grow referral networks.
- Performance: Meet or exceed weekly KPIs for outbound dials and successfully booked appointments.
2. Executive & Administrative Support
- Leadership Support: Execute weekly administrative tasks directly for the Customer Service Lead.
- Marketing Coordination: Assist in the organization and distribution of marketing materials.
- Workflow Management: Maintain and update CRM records, manage calendars, and ensure all internal documentation is current.
- General Admin: Assist with internal workflows, submit service tickets for minor client issues, and handle basic inquiries.
Qualifications & Skills
Required Experience:
- Medicare Industry: At least 1 year of professional experience specifically in cold calling and appointment setting within the Medicare space.
- Professional Admin: 2+ years of total professional experience in administrative support or executive assistance.
- Communication: Exceptional verbal and written English skills; ability to follow scripts while remaining personable, persuasive and professional.
- Resilient: A thick skin for cold calling and a "results-first" mindset.
- Organized: High attention to detail regarding follow-up dates and data entry.
Technical & Remote Requirements:
- Tools: Proficient in CRMs, scheduling software (Calendly, etc.), and standard office suites (Google Workspace/Microsoft 365).
Environment: Must have a reliable high-speed internet connection and a dead-silent home office environment for professional calling. 
