Benefits: - 401(k) matching
- Bonus based on performance
- Flexible schedule
Part-Time Customer Appointment Coordinator (Remote) – DFW Area About Us:We are a dynamic insurance agency specializing in auto, fire life, health insurance and financial services. We are seeking a reliable, detail-oriented part-time Customer Appointment Coordinator to help manage scheduling and customer outreach efforts.
Position Overview:You will be responsible for contacting approximately 175 existing customers monthly to schedule renewal appointments, as well as reaching out weekly to 12-15 new customers to schedule initial appointments. You will make up to 3 contact attempts per customer, manage scheduling in the calendar, send reminders via calls and texts, and follow up with no-shows to reschedule. Additionally, you will verify meeting notes completion, run weekly and monthly reports, and prepare a daily morning prioritization log emailed to the team by 8:00 AM.
Key Responsibilities: - Call 175 customers monthly to schedule renewal appointments (auto and fire policies)
- Call 12-14 new customers weekly to schedule new customer appointments
- Make up to 3 contact attempts per customer
- Overcoming objectives
- Very Assertive
- Schedule confirmed appointments and send reminder calls/texts the day before
- Follow up with no-shows and reschedule appointments
- Verify meeting notes are completed and mark appointments as done
- Run weekly and monthly scheduling and outreach reports
- Prepare and email a daily prioritization log by 8:00 AM (approx. 45 minutes each morning)
- Maintain accurate records and communicate effectively with the team
Work Schedule: - Approximately 20-28 hours per week
- Flexible schedule, primarily remote (98%)
- Ability to work independently and manage time efficiently
Qualifications: - Strong communication and customer service skills
- Comfortable making outbound calls and follow-up communications
- Detail-oriented with good organizational skills
- Proficient with Excel and calendar management tools
- Self-motivated with ability to work remotely
Compensation:- $16-$19/hour, based on experience
How to Apply:Please submit your resume and a brief cover letter explaining your relevant experience.
Flexible work from home options available.