Top 2 Scheduler / appointment Jobs in Washington, Mo

Scheduler / Appointment Coordinator
Steinlage Insurance Agency —Lake Saint Louis, MO
- $40,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
6d
Patient Service Representative - Pediatrics
Mercy —Saint Peters, MO
- Full-time
- Hospital
- Word processing
- Computer literacy
- Health insurance
- Dental insurance

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Scheduler / Appointment Coordinator

Steinlage Insurance Agency
Lake Saint Louis, MO

Quick Apply

Job Details

Full-time
$40,000 a year
6 days ago

Benefits

Health insurance
401(k)
Paid time off
401(k) matching
Life insurance

Qualifications

Phone communication
Writing skills
Productivity software
Office phone 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.

Pay: $40,000.00 per year

Benefits:

401(k) matching
Health insurance
Life insurance
Paid time off

Work Location: In person

Quick Apply

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scheduler / appointment jobs in washington, mo

Scheduler / Appointment Coordinator

Patient Service Representative - Pediatrics

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I want to receive the latest job alert for scheduler / appointment in washington, mo

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