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. 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 someone who is: Confident on the phone – comfortable initiating conversations and speaking with decision-makers. Persistent and proactive – follows up consistently and does not wait to be reminded. Client-focused – communicates professionally and genuinely wants to help resolve client needs. Highly organized – keeps accurate notes, tracks follow-ups, and ensures requests do not get missed. Detail-oriented – carefully handles quotes, client information, and documentation. Resourceful – can gather information, solve routine problems, and know when an issue needs to be escalated. Dependable – takes ownership of responsibilities and follows tasks through to completion. What we Offer: Opportunities for growth and advancement HMO- Maxicare Work Hours: Full-time, PST business hours, Remote