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Appointment Scheduler for an Insurance Professional in the US (Home Based Part Time)

Virtual Coworker

Key Facts

Part time
English

Other Skills

  • •
    Scheduling
  • •
    Record Keeping
  • •
    Communication
  • •
    Time Management
  • •
    Detail Oriented

Roles & Responsibilities

  • Experience scheduling appointments or calendar management in a professional setting
  • Familiarity with Monday.com or similar shared calendar tools and Twilio for communications
  • Strong written and verbal communication and customer service skills
  • Ability to work remotely and maintain organized records with attention to detail

Requirements:

  • Call existing clients to schedule annual review appointments
  • Utilize tools such as Monday.com (shared calendar) and Twilio (phone and text integration) for scheduling and communications
  • Send automated text confirmations for scheduled appointments
  • Accurately update and manage appointment details in the shared calendar and maintain organized records of client interactions

Job description

• Call existing clients to schedule annual review appointments
• Utilize tools such as Monday.com (shared calendar) and Twilio (phone and text integration)
• Send automated text confirmations for scheduled appointments
• Accurately update and manage appointment details in the shared calendar
• Ensure all bookings trigger proper confirmation workflows via Twilio
• Maintain organized records of scheduled appointments and client interactions
Ready to apply?
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