Job Description

Appointment Setter | On-Site

The Appointment Setter is responsible for making outbound calls to insurance agents, engaging prospects, and scheduling qualified appointments for the sales team. This is a critical role in driving company growth and ensuring the sales team has a strong pipeline of qualified opportunities.

Our client is a  fast-growing SaaS company supporting the insurance sector. They provide a  proprietary software platform that helps insurance agents grow their businesses. The company is stable, profitable, and experiencing rapid growth. This means  long-term job security, career growth opportunities, and a strong workplace culture for the right candidate.

Key Responsibilities

• Make high-volume outbound calls daily to targeted insurance agent clients (between 20-30 per hour) following this script: “Hello, [Client], your agent was looking over his files and realized he has not had a chance to connect with you in a while. Can you do a meeting next Friday at noon?"
• Secure and schedule appointments for the Agents.
• Accurately document calls, notes, and next steps in the CRM system.
• Meet daily/weekly/monthly call and appointment targets.
• Contribute to a positive and collaborative call center culture.

Required Qualifications

• 1-2 years of high-volume call center experience 
• Strong phone presence – clear, confident, professional communication.
• Good computer literacy (CRM systems, MS Office, Google tools).
• Ability to work  onsite every day  in Clinton Township, MI.
• Strong organizational skills and attention to detail.
• Resilient and motivated to hit goals in a structured, metric-driven environment.

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