Summary of the Role:
The primary responsibility of an Appointment Setter is, well, setting appointments. You're the bridge between potential clients and the experts who can provide them with the information they seek. Your task is to listen to their needs, introduce them to the agency's services, and then schedule appointments with the right insurance agents. It's like being the concierge of a high-end hotel, ensuring that guests are warmly welcomed and escorted to the right destinations.
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