Account Manager / Appointment Setter
Welcome to Client Focus. Thanks for stopping by!
Finding a new job is a big deal. So is finding a new team member. And we’re careful about it. We’ve built a great culture based on a shared purpose and core values. We need people who can share them with us. Plus, we invest heavily in developing our people, so we look for candidates who will use our investment to better themselves personally and professionally.
Should you apply?
Is our Account Manager position a good fit for you? Here’s a quick checklist:
- Are you comfortable working in an outbound call center?
- Can you thrive in a fully remote role? (WFH isn’t for everyone.)
- Do you prefer freedom and accountability over being micromanaged?
- Do you want to work in, and contribute to, a culture that’s based on values and purpose?
- Are you eager to stretch yourself and increase your career potential?
- Are you able to work full-time?
If the answer is, “yes,” we could be a good fit for you. Let’s get into more detail.
Here’s what the job entails.
We set appointments for insurance agents to meet with their customers.
These meetings are important for both the agents and their customers. They help the agent be able to keep their customers long term, help build rapport between the agent and their clients, and ensure clients are properly protected.
The problem that these insurance agents are facing is they don’t have the time to set up these meetings with their customers. So, they outsource the appointment setting to us. We call their customers and book appointments for them, so they can meet and review everything together.
The bulk of the job is making those calls (200-250 per day) and scheduling appointments. It’s a low-pressure, high-impact, friendly call. And we have scripts to guide you and make it simple.
The other side of the job is you’ll work with a portfolio of agents every month. These are the agents you are scheduling appointments for. You get to own that relationship. And as you get to know them, their team, and their business they will begin to think of you like a virtual team member.
Does this still sound like this position would be a good fit for you?
If so, here’s what will make you a good fit for us.
- You’re a good person who wants to contribute to a great company culture.
- You feel strongly about our shared purpose and core values.
- You want to grow, develop new abilities, and improve your market value.
- You take ownership of and pride in the results you produce, not the boxes you check.
- You can get your work done without a supervisor constantly checking in on you.
- You’re willing to color outside the lines without always asking for permission.
- You can work in an outbound call center without burning out.
- You have good job longevity.
- You have a quiet workspace without distractions.
- You have a reliable internet connection (5+ Mbps up, 10+ Mbps down).
There are some other things, like good time management, organizational skills, the ability to prioritize, etc. We can help you develop those skills if you’re willing to learn them.
About Client Focus
We’ve been around since 2003. We’ve scheduled millions of customer appointments for ten thousand insurance agencies. We’ve helped agents grow their businesses and helped ensure that countless people are financially protected when terrible things happen. The past 7 years have been heavy growth years for us—a trend we’re proud of and intend to sustain.
Our Shared Purpose
Client Focus's purpose is to profoundly impact on the lives of our employees and customers.
Our Core Values
Abundance: We love and care about colleagues and customers. We put them at the forefront and strive to create greater outcomes for everyone.
Growth: Providing more value and becoming more useful leads to bigger opportunities. That is the cycle of real growth.
Ownership: You're the captain of your ship. Free yourself to focus on important outcomes for yourself and others.
Benefits:
Full- time remote work and equipment is provided.
Affordable Medical, Dental, Vision and Life Insurance coverage available after 90 days.
401K and 401K matching after 6 months to help secure your financial future.
70 hours of paid time off accrued per year that can be used for sick days/vacation time.
Weekends and major holidays off.
Unlimited access to coaching & training.
Schedule:
Initial 2 week training period: 8 AM – 4:30 PM AZ time.
30-minute paid break available daily.
1-hour unpaid break available daily.
8:00 AM to 4:30 PM AZ Time (1-2 weeks).
Skills Required
- Ability to work full-time
- Comfort working in an outbound call center
- Ability to work independently without constant supervision
- Quiet, distraction-free workspace
- Reliable internet connection with at least 5 Mbps upload and 10 Mbps download speeds
- Good time management, organization, and prioritization skills
- Willingness to learn and develop new abilities
- Good job longevity
- Availability for the initial two-week training schedule, 8:00 AM to 4:30 PM Arizona time
What We Do
Client Focus provides appointment-setting and client-relationship support to insurance agencies. Dedicated, U.S.-based callers act as virtual team members, learn each agency’s workflow, and contact customers to schedule reviews and other appointments. This service helps agents strengthen client relationships, improve customer retention, generate referrals, and grow their businesses. Its callers serve as an extension of an agency’s office, with each program supporting meaningful customer touchpoints.
