Appointment Setter job description template

An effective description can help you hire the best fit for your job. Check out our tips to provide details that skilled professionals are looking for.

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Tips for Writing a Appointment Setter Job Description

An appointment setter is responsible for contacting potential customers and scheduling appointments for his or her company. An appointment setter’s job is typically an entry-level position and is an excellent way to get your foot in the door with a new company. An appointment setter will work closely with one colleague or a team of other employees to ensure that the company’s clients are happy and receiving the best service.

In this section, we will cover a sample job description, exploring the daily responsibilities and necessary qualifications for an appointment setter: 

The Job Overview

Our appointment setting specialists are responsible for setting appointments for our sales team.

Appointment setters will be responsible for identifying potential clients, reaching them on the phone, and scheduling an appointment for a sales representative for a follow-up visit, either in person or via telephone. If you enjoy talking to people and are interested in sales, this is the ideal position for you.

Responsibilities

Below are some of the responsibilities an appointment setter is expected to assume:  

  • Ensure each prospective client and potential customer has a positive experience with our company
  • Take the initiative to learn about the company and grow within the role
  • Prioritize which appointments take priority over others to maximize revenue
  • Field incoming phone calls and convert 50% or more to appointments
  • Develop and distribute reports of each day’s appointments
  • Use Microsoft Office suite to manage various aspects of the job
  • Demonstrate a pleasant disposition with each prospect
  • Properly explain the products and services to prospective customers when making appointments
  • Complete required call sheets at the end of each day
Job Qualifications and Skill Sets

Below are the qualifications and skills that are expected of an appointment setter:

  • Minimum high school diploma, some college preferred
  • Exhibit excellent communication skills
  • Must be able to work independently using Microsoft Office Suite
  • Ability to multitask 
  • Ability to work at least 8 hours each day, 5 days per week
  • A positive attitude  
  • A pleasant speaking voice when engaging with prospects and customers
  • Experience and willingness, working in a team environment
  • Excellent organization skills
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Hire Appointment Setters

Appointment Setters you can meet on Upwork

Gladys A.
$10/hr
Gladys A.

Appointment Setter

5.0/5(6 jobs)
Bradford, ENGLAND
  • Trophy Icon Appointment Setting
  • Form Completion
  • Inventory Management
  • Personal Administration
  • Appointment Scheduling
  • Task Coordination
  • Light Project Management
  • Communication
  • Schedule
  • Executive Support
  • Virtual Assistance
  • Providing Information to Callers
  • Medical
  • Electronic Medical Record
  • Google Suite
  • General Transcription

Being a very meticulous person whose attention to details is second to none, I believe this attribute of mine and more would make me a valuable asset to your organization. Skills: - Diligent and resilient - Empathetic - Event planner - Excellent customer service - Familiar with MS-Office suite - Fast learner with excellent communication skills (written and oral) - Flexible and problem solver - Highly competent - Health Education - Record keeping and great organization skill - Team player and effective interpersonal skill

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Wize A.
$20/hr
Wize A.

Appointment Setter

5.0/5(4 jobs)
Lahore, PB
  • Trophy Icon Appointment Setting
  • Email Support
  • Phone Support
  • Appointment Scheduling
  • Cold Calling
  • Data Entry
  • Schedule
  • Email Communication
  • LinkedIn
  • Lead Generation
  • Email Marketing
  • Internet Research
  • Live Chat Operator
  • Live Chat Software
  • Administrative Support

Hi, my name is Wize. As a bit of an entrepreneur myself and professionally experienced in all areas of omni-channel customer experience, CX technologies best practices and implementation, email writing (support, communication, marketing) cold calling, cold emailing, appointment setting, outbound sales, all kinds of inbound support, LinkedIn lead gen, etc, I assure you the best of results in all areas based on great value and trust. . I have also helped a number of leading business set up managed live chat on their websites and mobile Apps (with dedicated live chat agents). This also includes full advisory, management and on-going support on how to make the most out of live chat as the implementation and ongoing optimization strategy is very crucial to meet goals and aims of the company. Furthermore, I have also helped some of the world's leading businesses with outsourced email and phone support as well, incorporating premium, full time, dedicated CX agents. My profile won't demonstrate these skills that I can attribute to helping your business to become more successful, matter of fact, it doesn't prove much about me. Drop me a message and I would love to see how I can be of help to you. Technologies that I have worked on so far: Salesforce Pipedrive MailChimp Outlook Five9 Avaya Workplace LiveChat, Inc Zendesk Slack Confluence Constant Contact etc. Regards, Wize

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Hyacinth M.
$5/hr
Hyacinth M.

Appointment Setter

5.0/5(2 jobs)
Davao, DAVAO DEL SUR
  • Trophy Icon Appointment Setting
  • Form Completion
  • Product Entries
  • Data Entry
  • Schedule
  • Staffing Needs
  • Virtual Assistance
  • Google Suite
  • Communication
  • Task Coordination
  • Appointment Scheduling
  • Executive Assistant
  • Executive Support
  • Email Communication
  • Communications
  • Scheduling

My main objective is to work on my long term goal which is to continue enhancing my knowledge and upgrading my skills while working at the comfort of my home. I want something that is more than just a job. I want to do something that I’m truly passionate about so that I can deliver more of what is asked from me. I’m an organized person with good communication and written skills. I am passionate in giving the utmost care for details, figures and situations which keep me highly motivated about doing the best work. Apart from having a good academic background, I’m also very flexible and quick to learn to whatever job availability there is. From almost 3 years of Human Resources experience in all areas of HR, I can provide HR guidance on performance management, recruiting, compensation data analysis, and Handbook development, I am able to deliver effectively and efficiently and even give exceptional results. Customer service is one of my greatest attribute. Having this combined skills, successfully geared me to become a good performer with great customer handling etiquette. If there is also one good valuable trait that I am proud to have, I can say its integrity. Doing things I should be doing even if no one is watching, that alone makes me feel confident enough that I am reliable and I have the good working attitude to take on whatever project or task assigned to me. I also have a flexible time and schedule and can work immediately. I am capable of using the following programs MS Powerpoint, Microsoft Word, Excel and Open office. I am proficient in Slack, Google Hangouts, Zendesk and Trello. I aim to be a part of a successful and progressive company where my skills and abilities will be utilized for mutual advantage.

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Karmela T.
$20/hr
Karmela T.

Appointment Setter

5.0/5(3 jobs)
Sacramento, CA
  • Trophy Icon Appointment Setting
  • Email Handling
  • High-Ticket Closing
  • Online Research
  • Data Entry
  • Appointment Scheduling

Hi, my name is Karmela. If you're looking for someone with a strong drive and desire to provide your company with the absolute best service and personality to place on the front line and trust with the integrity of your business, who will get the job done, I provide value for your money whether it be with solid appointments, or closing the deal. You're here reading this because I am the right person for the job. Although I don’t have an abundance of experience, I plan to make the most out of what I do already possess which is a 1 years worth of sales experience working retail and within the food industry. During my run in these positions my goal was always upselling with the goal of creating a memorable and pleasant experience for the client in order to satisfy the company. I provide honest and efficient work always, I have been employed by a company that deals with the court system and legal industry for 5 years and have showed strong dedication to being the best at what I do coming from no previous experience in the legal field. I'm a fast learner, I'm very good at multi-tasking, I'm determined, motivated, a numbers girl, and I know how to maneuver my way through any situation. I speak with conviction, and people listen. My profile won't demonstrate these skills that I can attribute to helping your business to being more successful, as a matter of fact, it doesn't prove anything much about me. If we are able to connect and have a personal conversation I will be able to assure you are in the right hands. I am here daily. Simply drop me an inbox and lets explore the possibilities of something lucrative in doing business together.

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Jessa Marie A.
$6/hr
Jessa Marie A.

Appointment Setter

4.8/5(10 jobs)
Apalit, PAMPANGA
  • Trophy Icon Appointment Setting
  • Customer Support
  • Cold Calling
  • Data Entry
  • Real Estate
  • Project Management
  • Real Estate Acquisition
  • Customer Relationship Management
  • Customer Service
  • Phone Support
  • Appointment Scheduling
  • Email Support
  • Cold Email

Welcome to my Profile. My name is Jessa. I am a flexible real estate specialist here on Upwork. A trustworthy professional with 5 years of combined experience as a Virtual Assistant Real Estate Experience: I have done multiple cold-calling campaigns with real estate investors and wholesalers. Mojo dialer, google voice, skip tracing, prop stream, appointment setter, and Acquisition Manager. I help them by making outbound calls to property owners who might be interested in selling their homes, qualifying leads, and setting appointments for my client. I also do web research, marketing campaigns, manual skip trace, and navigate county sites to get relevant info about the property and the owners. Lead Generation/Data Entry Experience: I help clients by data mining and/or web research to build an effective and successful lead generation program for their business. 1 and a half year Shopify Dropshipping Product I provide e-commerce support for retailers that need to gain a presence online. I have worked for multiple grocery chains in implementing and maintaining an e-commerce presence online. I am looking for a challenging position and friendly organization with major responsibilities that will effectively utilize my skills and to join a company that offers me a stable and positive atmosphere and inspires me to enhance and therefore innovate the work culture for the betterment of all parties concerned. I am flexible and adaptive and can work in a different environment. I have the right attitude to learn new things fast. I always ask questions if I'm not sure. I always put myself in someone else's shoes. I work as efficiently as possible. I am positive-minded and believe in continuous learning and improvement. I also believe in getting out of my comfort zone and achieving the best in whatever I do. I am a result-oriented person, fully dedicated to my work. Teamwork is my best attribute. I look forward to discussing more of my expertise with you and seeing how we can potentially work together am available to speak with you anytime. I am available to speak with you anytime. Experiences in: -Project Manager -Email Support -Customer Support -Admin Support -Web Research & Data Entry -Virtual Assistance -Email Administration Let's connect! Jessa Marie

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Shaun V.
$80/hr
Shaun V.

Appointment Setter

4.9/5(6 jobs)
Depew, NY
  • Trophy Icon Appointment Setting
  • Data Management
  • Client Management
  • Data Mining
  • LinkedIn Profile Creation
  • Management Consulting
  • Customer Service
  • Contract Negotiation
  • Business Development
  • List Building
  • Sales Management
  • Market Research
  • B2B Marketing
  • Sales
  • Lead Generation
  • Appointment Scheduling

Shaun Vaccaro currently serves as Owner/Chief Consultant of the Summit Sales Group. He is a renowned expert in the fields of B2B Marketing, Lead Generation, and Sales Pipeline Building. To date, he has secured more than $10 Million in recurring revenue for his clients. Prior to his current posts, Shaun served as the Vice President of Strategy & Client Success with Tech Pro Marketing, as well as Senior Marketing Consultant with Marketopia, both roles that allowed him to work directly with IT Service companies on crafting custom marketing solutions to help business grow and scale. Throughout a 10-year career working in the IT Services space, Shaun has successfully consulted for several hundred companies around North America. Shaun was also the founder of Fullblast Productions L.L.C. , a New York-state based consulting firm, and has also co-founded MuzicEFX, a Delaware Corporation focused on helping to bring 4-D technology to market in the U.S. Throughout his career, Shaun has done consulting for a wide variety of businesses ranging from small tech start-ups to Inc. 500 companies. A recent nominee of the Tampa Bay Business Journal's Top 30 Under 30, Shaun maintains a Public Communication degree from SUNY Buffalo State.

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Jeanne M.
$75/hr
Jeanne M.

Appointment Setter

4.9/5(47 jobs)
Wellington, FL
  • Trophy Icon Appointment Setting
  • Editor
  • English Proofreading
  • Social Media Management
  • Calendar Management
  • Travel Planning
  • Business Correspondence
  • Creative Writing
  • Administrative Support
  • Email Handling
  • Appointment Scheduling
  • Draft Correspondence
  • Email Communication
  • Virtual Assistant
  • Personal Administration
  • Executive Support

I am the "Gal Friday" you're looking for. My job experience is well-rounded, allowing me to fit into a variety of positions easily. As such, my hourly rate is negotiable and open to discussion. Looking for a master wordsmith? My specialties are editing and proofreading. I have an incredible eye for detail and accuracy. No matter what your writing needs are, I’m the one for your job. I have many varied writing experiences: • Speeches, presentations, communications, reports • Reviews, blog posts • Social media posts • Creative descriptions, wordplay, word games • Adapting messages for marketing to multiple demographics Need a virtual assistant? I have extensive knowledge of • Implementing and updating systems • Scheduling & travel arrangements • Correspondence • Time and project management including systems like Trello, Slack, Yammer, and others For more detail on my VA experience and capabilities, please see my specialized profile. Also, please don't view my open contracts/"jobs in progress" as "she doesn't have time." I have two regular clients, the writing contracts are sporadic and as needed, and the rest are contracts that have been completed but never closed by the clients. I solely work from home, so I have a lot of flexible and free time to devote to assisting you. Regardless of the position, I am a professional first and foremost. Let's work together!

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Javan T.
$35/hr
Javan T.

Appointment Setter

4.8/5(3 jobs)
Stanwood, WA
  • Trophy Icon Appointment Setting
  • Real Estate
  • Appointment Scheduling
  • Contract Drafting
  • Cold Calling
  • Database Management
  • Virtual Assistant
  • Sales
  • Lead Generation
  • Relationship Management
  • Marketing
  • Customer Service
  • Email Communication

I am a licensed Real Estate Broker experienced in cold calling expired listings, circle prospecting, & internet generated real estate leads to set appointments and convert those prospects into clients. I am an expert in transaction coordination and CRM management as well. I have 5 years experience in Skyslope file management, DocuSign, TransactionDesk, and various CRM software -mainly KvCore. I am a quick learner, detail oriented and always looking for ways to further develop my skills. I continually seek real estate related education in the form of books, webinars and networking events to ensure I stay relevant and keep my knowledge and skills sharp. I have a proven track record of sales, and raving reviews from the clients I have closed so far.

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Baby Diane T.
$35/hr
Baby Diane T.

Appointment Setter

5.0/5(17 jobs)
South Lake Tahoe, CA
  • Trophy Icon Appointment Setting
  • Social Media Management
  • Virtual Assistant
  • Microsoft Office
  • Internet Research
  • Data Collection
  • Data Entry
  • Administrative Support
  • Customer Service
  • Appointment Scheduling
  • Light Bookkeeping

I am a Bilingual Customer Service Professional/Virtual Administrative Assistant. I can offer 10+ years of experience in the customer service industry. I graduated with a Bachelor of Science in Business Administration, minor in Information System at the University of Nevada, Reno. I identify customer needs and delivers effective solutions to problems. I am committed to providing high-quality customer care to create a positive experience. I am very personable, detail-oriented, organized, responsible, consistent, and maintain a professional attitude under pressure with a motivated, energetic nature. My proficiencies also includes but not limited to; -Prospecting clients, email outreach, and customer service correspondence -Data Entry -Quickbooks -Social media management -Graphic Design -Content Creation -Email management -Appointment Setting -Telemarketing -Travel Planning -Internet Research -Data Collection -Managing Staff -Calendar Management -Microsoft Office -Google Suites Please feel free to reach out to me so that we can discuss how my skill set will work for you and your business.

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Claire A.
$100/hr
Claire A.

Appointment Setter

5.0/5(7 jobs)
Youngsville, LA
  • Trophy Icon Appointment Setting
  • Data Entry
  • Travel Planning
  • Consultant
  • Appointment Scheduling
  • Relationship Building
  • Customer Service
  • Microsoft Outlook
  • Google Docs
  • Mailchimp
  • Microsoft Word

Hello! I am Claire, a voice over talent with a flexible schedule and quick turnover. I've worked in the entertainment industry for over 15 years doing modeling and commercial acting and voice over sort of just found its place in there as well. These projects are always a lot of fun for me and I look forward to making new content with new clients. Outside of entertainment I am also a certified yoga instructor and enjoy a healthy lifestyle. Feel free to message me any questions.

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Kimberly M.
$35/hr
Kimberly M.

Appointment Setter

5.0/5(4 jobs)
Stoneham, MA
  • Trophy Icon Appointment Setting
  • Form Completion
  • Light Project Management
  • Virtual Assistance
  • Appointment Scheduling
  • Task Coordination
  • Data Entry
  • Communication
  • Google Suite
  • HR & Business Services
  • Expense Reporting
  • Administrative Support
  • HR & Business Services

My broad experience in the human resources field in a start up environment means I can do much more than simply maintaining your calendar and setting your appointments. I am ready to get my hands dirty with some projects to help lighten your load, including (but not limited to) project management, drafting job descriptions, drafting communications, research, and event coordination. In my most recent position, I coordinated benefit implementation, new hire onboarding, open enrollment, conducted compliance audits, and drafted an internal leave of absence policy. I am a helper at heart and am happy to dive in to projects to help you keep your focus on strategy.

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Carly B.
$35/hr
Carly B.

Appointment Setter

5.0/5(2 jobs)
Denver, CO
  • Trophy Icon Appointment Setting
  • Editor
  • Proofreading
  • Task Coordination
  • Communication
  • Form Development
  • Executive Support
  • Staffing Needs
  • Draft Correspondence
  • Appointment Scheduling
  • Graphic Design
  • Virtual Assistance
  • Employee Onboarding
  • Project Management

A skilled communicator with the ability to interface effectively at all levels of an organization. I possess a proven track record of managing large-scale operations and projects, while maintaining a strong focus on improving the quality and efficiency of processes, systems, and workflows. I am passionate about serving others through the development of teams and organizations while maintaining a high-touch, personalized experience.

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Courtney H.
$55/hr
Courtney H.

Appointment Setter

5.0/5(55 jobs)
Saint Charles, MO
  • Trophy Icon Appointment Setting
  • File Management
  • Meeting Agendas
  • File Maintenance
  • Microsoft Office
  • Email Communication
  • Zoom Video Conferencing
  • Executive Assistant
  • Calendar Management
  • Administrative Support
  • Scheduling
  • Email Handling
  • Task Coordination
  • Appointment Scheduling
  • Travel Planning
  • Trello

Motivated individual with demonstrated proficiency in listening to clients’ needs, maximizing profits, cutting unnecessary costs, and excellence in operational soundness. Constantly explores new opportunities to streamline processes, make documentation easier through creating documents for reporting, boost revenues and increase employee engagement. Known for honesty, integrity, being organized and detail oriented and a genuine passion for achieving goals for self and others. Superior interpersonal dynamics interface seamlessly with others from all levels, backgrounds and cultures. I am respected for dedication to daily work and willingness to adapt to change.

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Karen W.
$35/hr
Karen W.

Appointment Setter

5.0/5(4 jobs)
Las Vegas, NV
  • Trophy Icon Appointment Setting
  • Medical Procedure Coding
  • Medical Condition Coding
  • Microsoft Office
  • Appointment Scheduling
  • English Grammar
  • ICD Coding
  • Medical Billing & Coding
  • Technical Writing

I have 6+years experience in medical coding, preparing superbills, appointment scheduling, patient intakes, Microsoft Office, electronic prescription administration and EHR in a medical office with 3 providers. I earned the designation of CPC and CRC. through the AAPC; certification is active.

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Ajibike J.
$50/hr
Ajibike J.

Appointment Setter

5.0/5(7 jobs)
Abuja, FC
  • Trophy Icon Appointment Setting
  • Accounting Basics
  • Administrative Support
  • Microsoft Office 365
  • Social Media Management
  • Data Science
  • Email Handling
  • Data Entry
  • Telephone Handling
  • Project Management
  • Appointment Scheduling
  • Google Suite

Hi I am Jay, my experience spans advocacy, relationship management, employee relations, communications, administration, and many more. I am a certified project management professional by PMI. I am a highly motivated and enthusiastic individual with proven experience; a well-articulated and effective communicator, a resourceful person, a problem solver, and a team player. Efficient in identifying new opportunities; possess excellent interpersonal skills and cross-functional team interactions. My core competencies include but is not limited to • Customer Service • Communication Skills • Google Suite • Data Visualization • Creative/Strategic Thinking • Trello • Microsoft Office Suite Engage me today to take off you the stress of redundant tasks so you can concentrate on strategic thinking to grow your company!

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Celine L.
$35/hr
Celine L.

Appointment Setter

4.8/5(23 jobs)
Bacoor, CAVITE
  • Trophy Icon Appointment Setting
  • Administrative Support
  • Recruiting
  • Recruiting & Retention
  • HR Policies
  • Policies & Procedures
  • Human Resources Compliance
  • Human Resources Analytics
  • File Management
  • Marketing Audit
  • Office Administration
  • Appointment Scheduling
  • Personnel Information System
  • Employee Relations
  • Payroll Accounting
  • Applicant Tracking Systems

As an HR Practitioner, I have worked years in a home health care industry, hotel and hospitality staffing agency, retail store, and sales/insurance agency. ✅ I have years of experience in Human Resources Management. I can help you with HR support in the following functions: • end-to-end recruitment • payroll processing and timekeeping • personnel management • employee relations and discipline • training development • quality assurance ✅ I specifically have expertise in End-to-End Recruitment to help you find the right people to join your company. I can help you in: • sourcing applicants through job posts and referral such as CareerPlug, Indeed, ZipRecruiter, Craigslist, Apploi, MyCNAjobs and ZOHO Recruit • screening and selecting qualified applicants • scheduling and conducting interviews on Google meet, Zoom and Calendly • endorsing applicants to the management • conducting a background investigation such as reference check • giving instructions and following up requirements • conducting company orientation • creating profiles in company HRIS and/or ATS like ClearCare, WellSky, AxisCare and ZOHO • deploying of new hires in their respective departments • setting up online trainings in Relias, Home Care Pulse training and Care Academy ✅ I can also help you with the following Office Administrative tasks: • data extraction and daily time record processing with formulated Google Sheets and Excel files • Google drive files organization • email communication and CRM • summary reports writing • transcription of interviews and meetings • cold calling via softphones like Voice Edge, Grasshopper, and RingCentral • meeting scheduling, and appointment setting using Calendly, Google Meet, and Zoom • PDF conversions to Microsoft Word, Excel, and PowerPoint ✅ I am also proficient with Graphic Design for your social media promotion and advertising needs: • graphic designs using Canva for Instagram, Facebook, and Pinterest posts, business cards, restaurant menus, and informative posters • background removal and creating professional headshots • customized fillable PDF Forms I am a detail-oriented person and I can work with minimum supervision. I am knowledgeable in computer use, shortcuts, and applications which are essential in making every task a success. Let’s identify exactly what you need and the timeframe for your projects. If you think we're a good fit, then I'm looking forward to working with you!

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Stephanie D.
$63/hr
Stephanie D.

Appointment Setter

5.0/5(2 jobs)
Phoenix, AZ
  • Trophy Icon Appointment Setting
  • Appointment Scheduling
  • Organizational Plan
  • Calendar Management
  • Call Handling
  • List Building
  • Client Management
  • WordPress
  • Social Media Content
  • Blog Content

I am a Doctor of Physical therapy (DPT), Certified strength & conditioning specialist (CSCS), certified nutrition coach (CNC), and certified Pilates instructor. I am a part-time women's online coach providing them with customized workouts, macros, and behavior change goals. I am a part-time freelance fitness model creating and editing videos as a spokesmodel and educator. I've been published over 30x in magazines as a fitness expert and fitness model. I love anything related to health and fitness and helping others build their bodies, minds, and confidence.

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Uday P.
$42/hr
Uday P.

Appointment Setter

5.0/5(2 jobs)
Chandigarh, CH
  • Trophy Icon Appointment Setting
  • Email Marketing
  • Email Campaign Setup
  • Email Marketing Strategy
  • Email Copywriting
  • Email Support
  • Lead Generation
  • Sales Lead Lists
  • Lead Generation Strategy
  • Lead Nurturing
  • Appointment Scheduling
  • LinkedIn
  • LinkedIn Campaign Manager
  • Leads

I always put myself into the shoes of my client and client's business and try to understand their requirement and this in turn gives me a clear picture on what they are looking for and most of the times I would also suggest various other ideas and strategies to target better lead lists to get the maximum out of their campaign. I have worked in various industries like Fin-tech, Real Estate, EduTech, HealthTech, most of the Business Service Providers. So there is no restrain in what industry your business belongs to or what industry your company is focusing on as I can always help with untangling the project with precision and deliver you the leads on time. My Specialties: ♦ Lead Generation ♦ Linkedin Lead Generation targeted titles and location ♦ Email list building ♦ Data mining ♦ Adapt.io expert ♦ Database development ♦ Massively Increase LinkedIn connections ♦ B2B email database creation ♦ Sales Navigator ♦ Internet Research ♦ Data entry ♦ LinkedIn Premium Search/Advance Search ♦ Sending Invitations and Messages ♦ Increase LinkedIn Visibility ♦ B2B & B2C Sales & Marketing

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Brenna M.
$35/hr
Brenna M.

Appointment Setter

4.9/5(14 jobs)
Dickson City, PA
  • Trophy Icon Appointment Setting
  • Database Management
  • Appointment Scheduling
  • Strategic Plan
  • Digital Marketing
  • Data Entry
  • Expense Reporting
  • Process Improvement
  • Customer Support Plugin
  • Online Community Management
  • Blog Writing
  • Article Writing

Hi there, I'm Brenna! I've been organizing everything around me since I was born. I have a love for good processes, ironing out problems to make things more efficient, and creating an awesome customer experience. Daunting projects and data entry call my name, and I end up doing simple accounting projects for my friends on the weekends. In my current position, I love to write relevant and detailed blog content for online marketing. If you need data entry help, CRM management, customer service assistance, or digital marketing planning and implementation, I'm the assistant for you!

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Allison W.
$100/hr
Allison W.

Appointment Setter

5.0/5(1 job)
Brooklyn, NY
  • Trophy Icon Appointment Setting
  • Project Management
  • Copywriting
  • Press Release Writing
  • Media Pitch
  • Press Distribution
  • Public Relations
  • Appointment Scheduling
  • Meeting Notes
  • Social Media Website
  • Adobe InDesign

Allison is a seasoned senior publicist and communications strategist with a strong background in creative writing, strategic pitching and account management. She has expertise in coordinating all facets of public relations campaign from strategy development to message dissemination to coordination and follow through and has proven success in leading multiple accounts by achieving local and national media placements and a high-degree of client satisfaction. As an extremely detail-oriented and organized individual, her publicist role has expanded into brand copywriting, website upkeep and social media management for previous clients. She is well-versed in using Microsoft Office, Google Drive, Dropbox and Adobe Creative Cloud, as well as project management services like Asana and Monday.com.

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Diana A.
$50/hr
Diana A.

Appointment Setter

5.0/5(26 jobs)
Redding, CA
  • Trophy Icon Appointment Setting
  • Customer Service
  • HIPAA
  • Medical Terminology
  • Medical Transcription
  • Public Health
  • Electronic Medical Record
  • Data Entry
  • Microsoft Office
  • Appointment Scheduling
  • Transcripts
  • PDF Conversion
  • Template Design
  • Medical Editing
  • Proofreading
  • General Transcription

Professional Medical Administrator with 5+ years in Patient Advocacy. As an effective listener and assertive mediator, I will do my best to help resolve your issues on a case by case basis. I have a passion for helping patients navigate the complexities of the healthcare system in order to become educated participants in their care. I have extensive experience in medical research, scheduling, billing and insurance issues, medical records management, and even getting second opinions. Some of the services I can provide include, but are not limited to, - Reviewing your medical bill(s) in order to find or prevent any potential billing errors including verifying specific CPT codes - Conducting a thorough search for top physicians and facilities and checking availability for appointments - Drafting emails on your behalf for you to send to doctors, medical offices, and insurance companies - Drafting a list of questions/concerns tailored to your medical situation to help you get the most out of your next doctor's visit - Medical records management - Coordination of care amongst several providers as your patient liaison and I can provide you with an organized calendar of appointments - Zoom or 3-way calls with third parties to resolve issues like appealing insurance denials Let me help you get the care you need! I have also worked as a live medical scribe and have excelled in both general and medical transcription.

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Rylie C.
$40/hr
Rylie C.

Appointment Setter

5.0/5(2 jobs)
Zelienople, PA
  • Trophy Icon Appointment Setting
  • Blog Content
  • Travel Planning
  • Calendar Management
  • Internet Research
  • Health & Wellness
  • Email Communication
  • Appointment Scheduling
  • Microsoft PowerPoint
  • Data Entry

Experienced Office Administration Skills: Appointment Setter/Reminder, Data Entry, Transcription, Email/Calendar Management, & Internet Research Freelance Content Writer Strong Interests: Blog Content, Health & Wellness, Safe Cosmetic Products, Homemaking & Family, Spirituality, & Travel

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Nitin P.
$35/hr
Nitin P.

Appointment Setter

4.5/5(11 jobs)
Satara, MH
  • Trophy Icon Appointment Setting
  • Medical Billing & Coding
  • Healthcare Information Technology
  • Medical Mastermind Medical Billing Services
  • Data Entry
  • Error Checking
  • Billing
  • Revenue Management
  • Appointment Scheduling
  • Electronic Medical Record
  • Healthcare & Medical

To work as a Medical Billing Expert or in US Healthcare Industry to utilizes my skills and experience while offering an opportunity for advancement. I have 10 years worked in a US-based company. From a Medical billing specialist, AR, Credentialing Expert to next level had almost performed all the tasks related to Medical billing. Medical Billing Services and activity:- - To check Eligibility and verification of patient’s health benefits from insurance carrier’s website and through Phone. - Create appointments on scheduler while receiving patient calls - Full patient demographics and charge entry - Insurance claims submission (primary, secondary or tertiary) - Accounts receivable analysis with corrective and preventive actions and decision making for Collections - Strong claims follow up on denials from insurances like Workers Comp, Medicare, Medicaid, BCBS Semi Government, Managed care and Commercial Insurances (Aetna, BCBS, Cigna, UHC, Oxford etc...) - Patient billing inquiries as per received information from provider office - To check claim status from insurance, websites, auto response unit and via live calls. - To make on call appeals for reprocessing of incorrectly processed claims based on billing knowledge - ICD9, CPT and HCPCS Coding and/or review, Encoder pro Expert licensed version guided for correct coding - Daily, Monthly and annual AR Financial reports preparation - Custom reports where required - Patient billing as per instructions - Credentialing guidelines and Expert - Consulting/Training - Super bill review - Appeals Worked on Specialties Anesthesiology, Cardiology, Chiropractic, Dermatology, Emergency Medicine, Endocrinology, Family Practice ,Gastroenterology ,General surgery, Geriatrics , Gynaecology and obstetrics, Internal Medicine, Pneumology, Orthopaedic, Otolaryngology, Pathology, Pediatrics, Physical Medicine and Rehabilitation, Physical Therapist, Psychiatry, Neurology, Radiology, Radiotherapy, Rheumatology, Urology

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Katherine S.
$40/hr
Katherine S.

Appointment Setter

5.0/5(8 jobs)
Bronx County, NY
  • Trophy Icon Appointment Setting
  • Property Management
  • Administrative Support
  • Executive Assistant
  • Microsoft Office
  • Data Entry
  • Project Management
  • Employee Onboarding
  • Asana
  • Life Coaching
  • Meeting Agendas
  • Email Communication
  • Automation
  • Appointment Scheduling
  • Virtual Assistant

I've worked in Real Estate for over 10 years as an assistant, Property Manager and Leasing Director. In my years in business I have learned to manage projects, emails, calendars, process payments, update websites, handle orders, research and so much more! You can call me a Jill of all trades because when given a task I work hard to make sure what is asked is taken care of and I go above and beyond.

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Holly B.
$50/hr
Holly B.

Appointment Setter

5.0/5(31 jobs)
Philadelphia, PA
  • Trophy Icon Appointment Setting
  • Social Media Content Creation
  • Microsoft Office 365
  • Google Suite
  • Customer Service
  • Data Entry
  • Email Communication
  • Appointment Scheduling
  • File Management
  • Clerical Procedures
  • Virtual Assistant
  • Researcher
  • Word Processing

Hi there, I'm Holly! Bottom line: I am here to assist you in freeing up as much time as possible so that you can focus on those important tasks that are crucial to your business' success. I began my entrepreneurial career at a very young age, running a successful YouTube channel, Instagram account, and incredibly successful eBay business for 8+ years all before the age of 21. As you can imagine, I am no stranger to handling some of the monotonous and time-consuming tasks that come with starting a business and being an entrepreneur. That's where I come in to help you. Let's Get to Work: - Content Creation & Management (YouTube, Instagram, Tik Tok, etc.) - Internet Research - Travel Planning and Arrangements - Transcription - Email Management & Correspondence - Professional Response Service (with team & customers) - Data Entry - Light Accounting If there is something you need in the realm of virtual assisting that you do not see on my list, remember it is not exhaustive. I am incredibly tech-savvy and aim to provide as much assistance in my work, so do not hesitate to ask!

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Alexandra D.
$75/hr
Alexandra D.

Appointment Setter

5.0/5(8 jobs)
South Kingstown, RI
  • Trophy Icon Appointment Setting
  • Appointment Scheduling
  • Calendar Management
  • Email Communication
  • Customer Experience
  • Event Planning
  • Event Management
  • Proofreading
  • Organizer
  • Microsoft Excel
  • Executive Support
  • Voice-Over
  • Business Coaching

I possess an extensive background (13+ years) in event planning, management, and coordination. Through this experience, I have honed skills in multi-tasking, time management, and organization. In addition, I have excellent written and verbal communication skills, which allow me to provide support with blog writing or copywriting, email or phone correspondence, etc. Attention to detail is one of the most important aspects of what I do daily, so I handle all aspects of a project with efficiency and care. I would be delighted to contribute to your day-to-day or long-term productivity, help you get organized personally or professionally, or perform various administrative tasks requiring completion. While I am relatively new to Upwork, I am a veteran of the service and luxury hospitality industry and can tackle anything thrown my way.

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Crystal S.
$40/hr
Crystal S.

Appointment Setter

4.6/5(44 jobs)
Albertville, AL
  • Trophy Icon Appointment Setting
  • Virtual Assistant
  • Sales
  • Recruiting
  • Telemarketing Scriptwriting
  • Business Development
  • Appointment Scheduling
  • B2B Marketing
  • Lead Generation
  • English
  • Telemarketing
  • Phone Communication
  • Cold Calling
  • Customer Service
  • Candidate Interviewing

I work as a Contractor, and I am looking for new opportunities and clients. I own a small business for Virtual Assistants (which covers a broad spectrum of services) specializing in cold calling, appointment setting, BDR, SDR,, inside sales, inbound/outbound, customer service, campaigns, B2B, B2C, recruiting and much more. I have an associate's in the medical field as a Medical assistant and phlebotomist, as well as management. I am looking for reliability in pay. I am Certified by Grant Cardone in mastering the Cold call. Many other certifications. I encourage you to check out my website to get more of a feel of getting the results you desire. I did have a good rating on here which a disgruntled client gave me all zeros and brought it way down. You can see though most of my clients have left me with 5 stars, I have a 5 star rating on google, and I also have a proven track record working with top performers with references available. I hope to hear from you soon. Thank you for your time.

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