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Scheduler / Appointment Coordinator
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Steinlage Insurance Agency
Lake Saint Louis, MO (In Person)
$40,000 Salary, Full-Time
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Job Description
Scheduler / Appointment Coordinator Steinlage Insurance Agency Lake Saint Louis, MO Job Details Full-time From $40,000 a year 8 hours ago Benefits Health insurance 401(k) Paid time off 401(k) matching Life insurance Qualifications Teamwork Interpersonal skills Phone communication Writing skills Administrative experience Attention to detail Productivity software Office phone management Time management Full Job Description Position Overview Steinlage Insurance Agency is seeking a highly organized and personable Scheduler / Appointment Coordinator to manage appointment setting, calendar coordination, and client communication for our growing Medicare and health insurance agency. This role serves as the first point of contact for many prospective and existing clients. The ideal candidate is professional, detail-oriented, comfortable on the phone, and capable of managing multiple priorities while ensuring a positive client experience. Key Responsibilities Make outbound calls to prospective and existing clients to schedule appointments. Answer inbound calls and assist clients with scheduling needs. Coordinate and manage advisor calendars to maximize appointment efficiency. Confirm appointments and follow up with clients regarding upcoming meetings. Reschedule appointments as needed and communicate schedule changes promptly. Maintain accurate records within the agency CRM. Track appointment activity and scheduling metrics. Ensure client information is entered accurately and updated as needed. Communicate professionally with clients, advisors, financial professionals, and referral partners. Assist with administrative projects and office support duties as assigned. Qualifications Required Strong verbal and written communication skills. Comfortable making and receiving a high volume of phone calls. Excellent organizational and time-management abilities. Strong attention to detail and accuracy. Ability to follow established processes and scripts. Proficiency with Microsoft Office and web-based software. Positive attitude and professional demeanor. Preferred Previous appointment setting, scheduling, customer service, receptionist, or administrative experience. Experience using CRM systems. Experience working in insurance, healthcare, financial services, or a professional office environment. Experience managing calendars for multiple team members. Skills & Attributes Reliable and dependable Strong customer service mindset Comfortable speaking with seniors and Medicare beneficiaries Ability to multitask in a fast-paced environment Self-motivated and coachable Problem solver with strong follow-through Team-oriented Performance Expectations Success in this role will be measured by: Call/email volume Calendar accuracy CRM data quality Responsiveness to clients and advisors Overall client experience Compensation & Benefits Competitive hourly pay or salary based on experience Performance-based bonus opportunities Paid time off 401k Health Insurance Opportunities for growth within the agency Schedule Full-time Monday-Friday In-office Steinlage Insurance Agency is committed to providing exceptional service to our clients and creating a supportive, team-oriented work environment. We are seeking someone who takes pride in helping others and enjoys being the organizational hub that keeps the team running smoothly.