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Client Engagement Specialist

2 months ago

WinstonSalem, North Carolina, United States WallStJobs Full time
Job Overview

Position Title: Appointment Setter


Position Summary
Join a prominent insurance firm renowned for its commitment to delivering outstanding service and customized insurance options. We are in search of a proactive and detail-oriented Appointment Setter to enhance our client outreach efforts.


Key Duties

  • Employ diverse communication strategies to connect with potential clients and present insurance offerings.
  • Assess leads by identifying their requirements and aligning them with the suitable insurance representative.
  • Arrange meetings for insurance agents with prospective clients, ensuring precision and punctuality.
  • Conduct follow-ups with leads to confirm appointments, maintaining a high standard of customer service throughout.
  • Keep thorough records of client communications within the CRM system.

Required Qualifications

  • Prior experience in sales, business development, customer relations, or a related field.
  • Exceptional verbal and written communication abilities to effectively engage clients.
  • Strong organizational skills and meticulous attention to detail.
  • Capability to work autonomously as well as collaboratively within a team.
  • Familiarity with CRM software is advantageous.

What We Offer

  • Attractive base salary complemented by performance-driven bonuses.
  • Comprehensive benefits package including health, dental, vision, 401(k), and paid time off.
  • Opportunities for professional growth and development.
  • A supportive team culture emphasizing work-life balance.
  • Flexible remote work options available.

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