# Appointment Setter & Client Support Coordinator

**Company:** [Treantly](http://jobs.workable.com/companies/wFc87dH6um33yADnhxDXvR.md)
**Location:** Remote
**Workplace:** remote
**Employment type:** Full-time
**Department:** Treantly VA

[Apply for this job](http://jobs.workable.com/view/ee4513a9-1b1a-4922-8b1d-8682156f981f)

## Description

### 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 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.

## Benefits

What we Offer:

-   Opportunities for growth and advancement
-   HMO- Maxicare

Work Hours:

-   Full-time, PST business hours, Remote