The insurance 360

As an Insurance Policy Appointment Manager, your primary role will be to efficiently manage insurance policy appointments. This includes interacting with clients to schedule and confirm appointments, ensuring all necessary documentation is prepared and organized, and following up to ensure policy appointments are kept on schedule. Key Responsibilities: - Schedule appointments with clients for insurance policy discussions. - Confirm appointments with clients and provide necessary reminders. - Prepare all documentation required for policy appointments. - Organize and maintain appointment schedules efficiently. - Follow up with clients to ensure policy appointments are kept on schedule. Qualifications Required: - Excellent communication skills. - Strong organizational skills. - Attention to detail. - Ability to multitask and prioritize effectively. - Previous experience in appointment scheduling or customer service is a plus.,