Appointment Setter (LATAM Highly preferred) - 62181646081

About the role

We are a growing independent insurance organization dedicated to helping individuals and families navigate the complexities of health and senior insurance solutions. Founded by an industry veteran with over 17 years of experience, we pride ourselves on building deep, personalized relationships with our clients. As the agency expands its team of bilingual brokers, we are seeking a dedicated Bilingual Appointment Setter to support lead outreach, calendar management, and CRM operations to help scale our pipeline.

Responsibilities

• Appointment Setting & Lead Outreach
• Conduct high-volume outbound calling campaigns to assigned lead lists, warm prospects, and existing client data.
• Speak with prospective clients to verify eligibility and gather key information (e.g., verifying receipt of Medicare red, white, and blue cards, checking on application status, and confirming basic demographics).
• Masterfully schedule qualified appointments directly into the shared GoHighLevel calendar ecosystem, ensuring precise broker allocation.
• Nurturing & Follow-Up: Maintain a consistent follow-up cadence with prospects to increase appointment confirmation and attendance rates.
• CRM Administration & Data Management
• Data Integrity: Upload, organize, and map incoming lead lists (Excel/CSV spreadsheets) accurately within GoHighLevel, correcting messy data fields when necessary.
• Workflow Management: Actively monitor, execute, and respond to triggers within existing CRM communication workflows and automation pipelines.
• Record Keeping: Ensure client profile records are kept detailed, organized, and up to date with exact appointment outcomes and milestone notes.
• Administrative & Operational Support
• Broker Coordination: Act as the primary point of contact for administrative agent support, stepping in to solve scheduling bottleneck issues for the broker team.
• Future SOP Adaptation: Assist in deploying and interacting with incoming internal AI-powered SOPs designed to automate foundational customer service responses.

Qualifications

• Required Experience: 2-5 years of verifiable experience in appointment setting, inside sales support, call center outreach, or a highly active customer service role.
• Bilingual Fluency: Absolute fluency in both English and Spanish (written and spoken) is a non-negotiable requirement to support Spanish-speaking client pipelines.
• Communication Skills: Confident, warm, and highly articulate phone manner capable of matching the agency’s close-knit family feel.
• Autonomy: Highly disciplined toolset to work independently and productively from a remote environment.

Preferred Industry Knowledge

• Direct experience navigating Medicare, Life, or private Health Insurance frameworks.

Software Competency

• Practical familiarity with GoHighLevel or similar comprehensive sales CRMs, alongside strong Google Workspace/Excel skills.

Success Metrics

• Volumes of qualified appointments successfully booked weekly.
• High conversion metrics regarding appointment attendance (show-rate).
• Error-free list mapping and meticulous data integrity inside GoHighLevel.
• Promptness and speed-to-lead in executing CRM workflows.