Appointment Setter / Scheduler

We are seeking a highly organized, energetic, and professional Scheduler to support our

enrollment operations team. This role is critical in driving employee engagement and

participation by coordinating one-on-one benefits enrollment appointments.

The Scheduler will proactively reach out to employees via phone, email, and text to assist

with booking their benefits enrollment sessions, reduce no-show rates, and ensure

seamless coordination with our Benefit Counselors.
What success look like in this role:
• High volume of calls handled daily
• High scheduling conversion rate
• Low no-show rate
• Strong follow-up discipline (no dropped leads)
• Efficient calendar utilization

Requirements
Experience
• Preferred - Experience in employee benefits, insurance, or HR-related fields
• Preferred - Familiarity with virtual meeting platforms and enrollment processes
• Preferred - Experience using Zoom Phone or similar dialing systems
• Experience in customer service, scheduling, call center, or administrative roles

Qualifications
• Bilingual: Fluent in English and Spanish (spoken and written) – C1 English level
• Strong verbal communication skills with clear, professional tone
• Comfortable making high-volume outbound calls
• Strong organizational and multitasking abilities
• Proficiency with scheduling tools and Microsoft Excel

Core competencies:
• Friendly, professional, and persuasive communication style
• High attention to detail and accountability
• Ability to handle objections and re-engage employees
• Strong time management and follow-through
• Team-oriented mindset with proactive communication

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