Appointment Setter / Admin Assistant

Description

Schedule: Full time; PST

Company Description

Treantly is a Canadian-based recruitment agency that facilitates the connection between businesses in North America and exceptional remote staff in the Philippines. 

Role Overview

We are looking for a highly organized and tech-savvy Appointment Setter / Administrative Assistant with an insurance background to join our team. The ideal candidate is professional, detail-oriented, and comfortable handling frequent client interactions over the phone and via email. This role requires someone who can work independently, manage sensitive information, and operate in a quiet, private workspace.

Key Responsibilities

• Make outbound and inbound calls to clients to verify information and schedule appointments
• Communicate with clients via email in a timely, clear, and professional manner
• Collect, confirm, and update client information and data as needed
• Maintain accurate records and ensure information is entered correctly into the system
• Coordinate schedules and ensure all appointments are properly managed
• Perform general administrative tasks to support the team
• Ensure compliance with relevant insurance procedures and standards
• Work with minimal supervision while delivering consistent, high-quality output

Requirements

• Previous experience in the insurance industry (required)
• Clear, neutral-speaking voice with no strong accent
• Strong communication skills—both verbal and written
• High proficiency with technology, online tools, and CRM systems
• Ability to work independently and manage time effectively
• Must have a quiet, private workspace suitable for regular client calls
• Strong attention to detail and accuracy in data handling
• Reliable internet connection and updated computer equipment

Benefits

• Collaborative and supportive work environment.
• Opportunity to grow with a company.
• Stable, long-term remote work opportunity.
• Health Insurance (Maxicare HMO) after 3 months probationary period.