Setter / Mitarbeiter (w/m/d) telefonische Erstqualifizierung und Terminvereinbarung
Core
First point of contact for insurance customers of partner companies, qualifying leads and scheduling appointments for online insurance consultations.
Role type
Customer acquisition and scheduling specialist (insurance)
Builds
Online insurance consultation services for partner companies
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
telephone communication, customer qualification, appointment scheduling, onboarding support, documentation, Microsoft Teams
Preferred skills
experience in telephone customer contact, interest in insurance
Responsibilities
Contact customers by phone to explain the online consultation process, qualify customer needs using structured questions, guide customers through onboarding videos, complete quick-check questionnaires, coordinate consultation appointments, document conversation results.
Seniority
Entry-level / Junior