What are the responsibilities and job description for the Appointment Setter- $15hr + Bonuses/ Part Time Flexible position at Bell & Associates Insurance Services LLC?
Appointment Scheduler Job Post (10 hrs/week, in-office)Title:
Part-Time Appointment Scheduler / Client Intake Coordinator (Insurance Agency)
Overview:
We are a growing insurance agency looking for a motivated, organized Appointment Scheduler to help manage client communication and schedule appointments for our sales team.
This role is focused on client coordination, lead follow-up, and appointment scheduling, not selling insurance.
This is a part-time in-office position with growth potential as the agency expands.
Schedule:
- Approximately 10 hours per week (in-office)
- Flexible scheduling within business hours
Compensation:
- Hourly pay (based on experience)
- Monthly performance bonus when office appointment and retention goals are met
- Complimentary life insurance policy provided after qualification period
- Growth opportunity into higher-level office or client coordination roles as the agency scales
Responsibilities:
- Answer incoming calls and assist clients professionally
- Follow up on missed calls and online inquiries
- Schedule and confirm client appointments for the sales team
- Maintain accurate records of leads and client interactions (Google Sheets / CRM)
- Ensure all leads are contacted and properly followed up
- Support general office intake and client coordination tasks
Ideal Candidate:
- Strong communication skills (phone written)
- Highly organized and reliable
- Comfortable working independently in a small office environment
- Basic computer and Google Sheets experience
- Positive, professional, and detail-oriented
- Prior customer service or office experience preferred but not required
Growth Opportunity:
This role is part of a growing insurance agency. As we expand, strong performers may grow into:
- Senior office coordinator roles
- Lead intake management
- Expanded scheduling and client operations responsibilities
Why This Role Matters:
You are a key part of ensuring no client is missed and every opportunity is properly scheduled. Your work directly supports the agency’s growth and success.
Pay: $15.00 - $16.00 per hour
Benefits:
- Paid training
Work Location: In person
Salary : $15 - $16