VirtualStaffing

Appointment Setter

• Handle inbound calls from leads generated through legal outreach campaigns (web, email, SMS).
• Conduct outbound follow-up calls to re-engage unconverted leads or confirm scheduled appointments.
• Guide callers through a structured eligibility script and accurately capture responses.
• Schedule qualified claimants with the appropriate legal professionals using the designated platform.
• Record and update call outcomes, dispositions, and detailed notes in the CRM system.
• Ensure compliance with call-handling protocols, data privacy, and confidentiality standards.
• Consistently meet or exceed productivity and quality KPIs (e.g., maintaining an Average Handle Time under 15 minutes).
• Escalate complex or non-routine calls in accordance with defined procedures.

Appointment Setter – Insurance Claims Intake

Customer Support

• Support customers via phone, email, and chat—handling orders, resolving issues, and answering product and service questions
• Use multiple systems to deliver first-contact resolutions and create memorable experiences that drive brand loyalty
• Convert service interactions into sales by recommending products, suggesting alternatives, and promoting gift card use
• Stay up to date on current promotions, procedures, and tools to ensure accurate and timely information is shared with customers
• Apply feedback and coaching to enhance performance and grow within the role

Appointment Setter – Insurance Claims Intake

Customer Care