Appointment Scheduler for an Insurance Professional in the US (Home Based Part Time)

Job OpportunityJob InformationDate Opened 04/18/2026Job Category Sales/Lead GenerationWork Schedule Monday to Friday, 9:00 AM 1:00 PM Eastern Standard TimeHours Per Day Part Time 4 hours per dayCity WestwoodState/Province New JerseyCountry United StatesZip/Postal Code 07675Client Location USAWork Location Home Based - PhilippinesJob Type Part timeIndustry InsuranceClient InformationThe client is an established insurance professional with over a decade of experience, focused on helping individuals and families make informed decisions about their coverage. The business emphasizes clear communication, personalized service, and building long-term client relationships.Job DescriptionCall existing clients to schedule annual review appointmentsUtilize tools such as Monday.com (shared calendar) and Twilio (phone and text integration)Send automated text confirmations for scheduled appointmentsAccurately update and manage appointment details in the shared calendarEnsure all bookings trigger proper confirmation workflows via TwilioMaintain organized records of scheduled appointments and client interactionsMust HavesExperience in appointment scheduling, calendar management, or similar coordination rolesTech-savvy, with experience or familiarity with tools such as Twilio and/or Monday.comClear and professional communication skills, especially over the phoneProactive problem-solving mindset with the ability to suggest improvementsMust be a Filipino citizen currently residing in the PhilippinesHome Office RequirementsPerfectly working headset and webcamStable internet connection of at least 25 Mbps ~ 50 MbpsUp to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or laterQuiet room with no distractions or background noisesA backup plan if the power goes out or if your internet connection becomes unstable during your shiftOnly applicants meeting the strict criteria above will be contacted.