Insurance Appointment Setting Jobs (NOW HIRING)

Appointment Setting Coordinator

Clearfield, UT

Full-Time, Permanent

$47,840–$52,000/Year

Monday–Friday, 8:00 AM–5:00 PM

PrincePerelson & Associates is partnering with an established and successful company to identify an Appointment Setting Coordinator to join their team in Clearfield, Utah. This is an excellent opportunity for a personable, confident, and motivated professional who enjoys talking with people, building relationships, and working toward clear goals.

The ideal candidate will be comfortable spending a significant portion of their day making outbound calls, connecting with prospective customers, following up on leads, and scheduling appointments for the Business Advisors. This is an office-based position where strong phone presence, persistence, organization, and customer service skills are essential.

Appointment Setting Coordinator Responsibilities

• Make outbound calls to prospective customers and leads to introduce services, answer questions, and generate interest.

• Follow up with prospective customers by phone, email, and text to maintain engagement and move leads through the sales process.

• Schedule qualified appointments for Business Advisors and ensure all necessary information is accurately documented.

• Respond to inbound inquiries and serve as a professional and welcoming first point of contact for prospective customers.

• Ask thoughtful questions to understand customer needs and determine the appropriate next steps.

• Maintain consistent follow-up with leads and prospects to maximize appointment opportunities.

• Enter and maintain accurate customer and prospect information in the company's CRM system.

• Track calls, appointments, follow-ups, and lead activity to ensure opportunities are properly managed.

• Work closely with Business Advisors and leadership to communicate customer needs, appointment details, and lead activity.

• Meet established activity, follow-up, and appointment-setting goals.

• Provide a high level of customer service throughout every interaction.

• Perform general administrative and customer development responsibilities as needed.

What We're Looking For

We are looking for someone who is confident on the phone, outgoing, persistent, organized, and motivated by connecting with people. The right candidate enjoys having conversations with prospective customers and is comfortable making a high volume of outbound calls.

Qualifications

• Previous experience in outbound calling, appointment setting, inside sales, lead generation, customer service, recruiting, or business development preferred.

• Comfortable making a high volume of outbound phone calls each day.

• Confident, friendly, and professional phone presence.

• Strong verbal and written communication skills.

• Comfortable asking questions, identifying customer needs, and guiding conversations.

• Persistent and comfortable following up with prospects multiple times.

• Strong organizational skills and attention to detail.

• Ability to manage multiple leads, follow-ups, and appointments simultaneously.

• Goal-oriented with the ability to work toward activity and appointment-setting metrics.

• Comfortable learning and using CRM systems and other technology.

• Proficient with Microsoft Office and Outlook.

• Reliable, self-motivated, accountable, and team-oriented.

• Positive attitude with a strong work ethic and desire to succeed.

Why You'll Love This Opportunity

• $47,840–$52,000 annual salary

• Full-time, permanent position

• Monday–Friday, 8:00 AM–5:00 PM

• No weekends or major holidays

• Health and dental insurance

• Paid time off and holiday pay

• Ongoing training and professional development

• Established company with stability and opportunities for growth

• Friendly, supportive, team-oriented culture

• Company lunches and employee appreciation events

• Fully stocked break room, including a soda fountain!

Who Will Be Successful in This Role?

This position is a great fit for someone who likes talking to people, enjoys being on the phone, and is motivated by turning conversations into appointments and opportunities. You don't need to be an aggressive salesperson, but you should be confident, personable, persistent, and comfortable picking up the phone and making the next call.

If you enjoy building relationships, providing excellent customer service, staying organized, and working toward measurable goals, we'd love to hear from you!

PrincePerelson & Associates is an Equal Opportunity Employer and complies with all provisions of the EEO and ADA laws. We do not discriminate in our employment practices on the basis of race, color, religion, national origin, sex (including sexual orientation and sexual identity), age, genetic information, parental status, military status, disability, or any non-merit-based factors or other federal, state, or locally protected class. All applicants applying for U.S. job openings must be authorized to work in the United States.