Appointment Setter

• Call leads daily using Close.io dialer (or similar calling software)
• Engage prospects in a polite, friendly, respectful, and welcoming manner.
• Clearly introduce MacroActive and guide conversations naturally and confidently.
• Identify prospects who are open to discussing their business goals and online growth opportunities.
• Use Gong (or similar call-recording software) for call recording, coaching, and performance tracking.
• Secure 45-minute appointments for the sales team.
• Match each prospect with an available Sales Team calendar slot.
• Confirm appointments and ensure prospects know who they’ll be speaking with and why.
• Send reminders and follow-up messages on the day of the call.
• Follow up with engaged but unbooked prospects. Conduct outbound calls to re-engage warm leads from the 40,000-contact database and secure appointments.
• Maintain accurate daily records and call disposition tracking.

Senior Appointment Setter – Outbound Caller

• Answer inbound calls promptly and professionally.
• Respond quickly to new patient inquiries and convert leads into scheduled appointments.
• Follow up with prospective patients through phone, email, and text.
• Maintain excellent customer service throughout the patient journey.
• Schedule, reschedule, and confirm patient appointments using Jane EMR.
• Perform courtesy insurance eligibility and benefits verification for out-of-network patients.
• Update and maintain accurate patient information in the EMR.
• Follow up with inactive patients to encourage them to return for care.
• Build relationships with referring providers such as orthopedic clinics, hand surgeons, and other medical offices.
• Conduct outreach to referral partners to help grow the practice.
• Manage the owner's calendar and email as needed.
• Complete other administrative tasks to support daily operations.

Medical Appointment Setter

• Conduct high-volume outbound calls to prospective UK customers using our dedicated cloud-based dialing system.
• Introduce the company's premium product portfolio in a professional, engaging, and consultative manner.
• Effectively qualify sales opportunities by identifying customer pain points regarding energy efficiency and insulation.
• Consistently hit the performance target of securing a minimum of 2 confirmed bookings/appointments per day to be transferred to the UK field sales team.
• Maintain meticulous CRM records, ensuring all call notes, customer data, and dispositions are accurately logged.
• Actively participate in regular training, continuous coaching sessions, and team alignment meetings.

Outbound Sales Agent – Appointment Setter

• Process and follow up on prior authorizations with insurance companies
• Confirm and coordinate patient appointments
• Answer patient calls professionally and courteously
• Perform administrative and clerical tasks as assigned
• Maintain accurate patient records while complying with HIPAA privacy standards

Prior Authorization Specialist, Patient Appointment Coordinator

• Support in analyzing blueprints and technical specifications to understand project requirements
• Support contract preparation by drafting proposals and agreements for roofing projects
• Utilize related roofing software & tools to streamline project planning, management, and documentation
• Generate leads and set appointments for roofing consultations with potential customers
• Respond to customer inquiries regarding services, pricing, and project timelines via phone, email, or chat
• Communicate effectively with project managers, suppliers, and clients to ensure seamless coordination
• Research roofing materials, industry standards, and regulations to stay informed on best practices
• Develop reports, summaries, and cost breakdowns to assist in project tracking and decision-making
• Participate in training sessions to enhance roofing estimation, customer service, and project planning expertise

Appointment Setter jobs in Philippines

See all jobs on JobTailor

Senior Appointment Setter – Outbound Caller

Medical Appointment Setter

Outbound Sales Agent – Appointment Setter

Prior Authorization Specialist, Patient Appointment Coordinator

Home-Based Sales/Appointment Setter – Roofing Industry