Company Description Vogt Insurance Partners is an insurance agency based in Melbourne, FL, focused on helping individuals and businesses find coverage that fits their needs and budgets. The team provides guidance on a range of insurance products and works closely with clients to explain options and support informed decisions. Vogt Insurance Partners values clear communication, reliable service, and long-term relationships with clients. The organization offers a collaborative environment where team members can grow professionally while contributing to client satisfaction.
Role Description This is a full-time, on-site Appointment Setter role based in Melbourne, FL. The Appointment Setter will contact prospective and existing clients by phone, email, and other approved channels to schedule consultations for insurance agents. Daily responsibilities include managing appointment calendars, confirming and rescheduling appointments as needed, and documenting all interactions and outcomes in the system. The role involves qualifying leads, following up on inquiries, and ensuring that clients receive timely and accurate information about scheduled meetings. The Appointment Setter will work closely with the sales and customer service teams to support lead generation and maintain a positive experience for clients and prospects.
Qualifications
- Ability to effectively handle Setting Appointments and Appointment Scheduling
- Experience with Lead Generation and follow-up activities
- Strong Communication skills, both verbal and written
- Customer Service skills focused on professionalism, empathy, and problem-solving
- Comfortable working in an on-site office environment in Melbourne, FL
- Basic computer skills, including CRM or scheduling software proficiency
- Organizational skills with attention to detail and time management
- Prior experience in insurance, financial services, or a call center setting is a plus
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