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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
  • •
    Customer Service
  • •
    Detail Oriented

Roles & Responsibilities

  • Experience scheduling appointments and coordinating with clients
  • Proficiency with Monday.com or similar shared calendar tools
  • Experience using Twilio for phone and text communications
  • Strong organizational skills and ability to maintain accurate records remotely

Requirements:

  • Call existing clients to schedule annual review appointments
  • Use Monday.com (shared calendar) and Twilio (phone/text integration) to manage bookings
  • Send automated text confirmations and ensure confirmation workflows trigger properly via Twilio
  • Maintain accurate appointment details and organized records of client interactions in the shared calendar

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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