Appointment Coordinator

Description

The Appointment Coordinator (AC) is responsible for calling all leads and prospects of certain workshops to set meeting appointments with GBE network agents. The AC may also make outbound calls to a GBE network agents CRM prospect list to attempt to set meeting appointments.

• Coordinate with the GBE Program Manager and GBE Network Agents to identify prospect lists for appointment setting call-outs.
• Make call‑outs to prospect lists in order to obtain meeting appointments with various GBE network agents.
• Work closely with certain GBE Network agents to identify past workshop attendees in their CRM to call for potential appointments or workshops.
• Track calls and results in the GBE CRM system.
• Continuously update and improve call‑out messages to increase the success rate of workshop attendees.
• Team with workshop coordinators to identify future invitees for GBE workshops or seminars.

• Bachelor's or other college degree, certification, or equivalent.
• 2 years experience in the financial services industry.
• 2 years experience in appointment setting.
• Excellent interpersonal and communication skills.
• Experience creating and utilizing appointment scripts.
• Excellent time management skills.
• Experience working with insurance agents and advisors.
• Knowledge of federal employee benefits.

• Standing or sitting for extended periods of time in an office environment.
• Working on a computer for extended periods of time.
• Lifting up to 15 pounds.

Entry level

Full-time

Other

Bondurant, IA $43,900.00-$79,800.00 1 week ago