Executive Assistant With Appointment Setting Focus JOB ID KELNIC2

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JOB TITLE

Executive Assistant with Appointment Setting Focus

JOB ID

KELNIC2

INDUSTRY

Insurance

LOCATION

LATAM/PH

JOB STATUS

Full Time

WORK SCHEDULE

9:00am to 5:00pm PST

SALARY

$1000-$1100 monthly (paid bi-weekly)

TARGET START DATE

ASAP

Role Overview

About the Client: Our client is a growing insurance agency dedicated to delivering exceptional service and streamlined support to our clients. We are seeking a highly organized, proactive, and results-driven professional to support our leadership team while playing a key role in appointment scheduling and administrative operations.

About the Role: We are hiring a full-time Executive Administrative Assistant & Appointment Setter who will serve as an all-around support professional for our agency. This role is primarily focused on appointment setting, with additional responsibilities in executive administrative support and light customer service coordination.

The ideal candidate is detail-oriented, dependable, highly organized, and able to manage time effectively in a fast-paced remote environment.

Key Responsibilities

Executive Administrative Support (Primary Focus)

• Provide day-to-day administrative assistance to agency leadership
• Manage tasks, follow-ups, and documentation
• Assist with organization of internal workflows and processes
• Support leadership with general administrative duties as needed
  
  

Customer Service Support (Secondary)

• Handle basic client inquiries and route requests appropriately
• Create and submit customer service tickets for minor issues
• Coordinate with internal team members handling specialized cases
  
  

Appointment Setting

• Schedule appointments for clients accurately and efficiently
• Ask qualifying questions during scheduling calls
• Maintain and update calendars and scheduling systems
• Follow established scripts and processes to ensure consistency
• Meet or exceed appointment-setting KPIs
  
  

Qualifications & Skills

Required Qualifications

• 3–5+ years of relevant professional experience (administrative support, appointment setting, executive assistance, or similar roles)
• Strong organizational and time-management skills
• Excellent verbal and written English communication skills
• Ability to work independently and remain focused during work hours
• Comfortable working with calendars, CRMs, and basic administrative tools
• Reliable internet connection and a quiet remote work environment
  
  

Preferred Attributes

• Prior experience in appointment setting or sales support
• Executive assistant or administrative background
• Highly responsive, communicative, and decisive
• Strong follow-through and accountability
  
  

KPI-driven mindset with a focus on performance

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