Appointment Coordinator Job Description
Appointment Coordinator Duties & Responsibilities
To write an effective appointment coordinator job description, begin by listing detailed duties, responsibilities and expectations. We have included appointment coordinator job description templates that you can modify and use.
Sample responsibilities for this position include:
Appointment Coordinator Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Appointment Coordinator
Typically a job would require a certain level of education.
Employers hiring for the appointment coordinator job most commonly would prefer for their future employee to have a relevant degree such as Associate and Bachelor's Degree in Education, Oral Communication, Nursing, High School Education, Public Health, Social Sciences, Healthcare, Technical, Health, Management
Skills for Appointment Coordinator
Desired skills for appointment coordinator include:
Desired experience for appointment coordinator includes:
Appointment Coordinator Examples
Appointment Coordinator Job Description
- Book Loaners-Avis rentals for customers
- Responsible for obtaining customer data prior to arrival refer to each customer’s service history to see if they have missed a service
- Obtain customer’s e-mail addresses
- Follow up on “no shows” daily
- Confirm next day appointments
- Schedule pick up and delivery appointments per brand protocol and advise clients of any fees
- Make outbound calls (OBI) for service due/safety recalls/recommendations and special order part arrivals to maintain weekly expected quota
- Provide exceptional customer service by treating guests with courtesy and respect
- Performs other reception activities or clerical duties as assigned
- Arrives to work on time and is logged in to computer websites needed to perform job and ready to receive incoming calls at start of shift
- Follows instruction from BDC Manager and/or Team Lead
- Reports to BDC Manager and/or Team Lead any issues with team mates, advisors or managers that are interfering with performance
- Ability to work across client workstreams on all Appointment works
- Ensure the Customer experience is as clear and informative as possible
- Manage Outlook diaries and provide whereabouts where required
- Keeping IT systems updated to ensure visibility of appointments by Kier and Client staff
Appointment Coordinator Job Description
- Manage all associated telephone calls to book and amend customer appointments
- Manage any last minute staff un-availability as much as possible to try and avoid a missed appointment
- Send SMS Reminders out each afternoon to try and avoid missed appointments
- Ensure exact location so works can be completed first time and avoid aborted visits and re-books
- Facilitates home state pre-licensing course and exam scheduling for new hire agents
- Prepares non-resident licensing application packet for agents and ensures timely and accurate completion
- Submits and monitors status of non-resident applications and responds to questions or requests from individual states
- Coordinates agent appointment process with carriers on the platform
- Follow up regularly with carriers to check on the status of pending contracts and confirm that all required materials have been received and are being reviewed
- Single point of contact for carriers and states agencies regarding licensing and appointment needs
- Ability to work under pressure with strong organisational ability and time management
- Ability to understand numerical and statistical information
- Will be required to answer heavy inbound call traffic, make outbound calls and emails to clients every day
- Must have strong computer and phone skills and must pay careful attention to detail
- Responsible for tracking and scheduling of CE for agent workforce
- Manages agent termination process
Appointment Coordinator Job Description
- Coordinates with vendor for state renewals and maintains a compliance calendar to ensure state invoices are paid on time
- Manages the vendor relationship, including keeping abreast of communication relating to release and state regulation updates
- Proactively works to improve the end-to-end process and deliver better service to our agents and carrier partners
- Remains current with state licensing procedures, training requirements and appointment requirements
- Utilizes all internal/external tools including the appointment requisition slip, Misys, Chart Prep Queue, to determine documents needed for upcoming appointments
- The Appointment Coordinator is responsible for answering incoming calls from service customers looking to schedule service appointments for their vehicles
- This position also involves outbound calls to customers in database and responding to Internet and telephone customer inquiries
- Carrier communication
- Ensure accurate information with carriers
- Place outbound calls and set online sales appointments with business owners
- Experience with WOMS, Ellipse, CRM desirable
- Efficient with Microsoft Excel and Outlook
- Knowledge of licensing and appointment laws across all 50 states and Washington DC
- Knowledge of National Producer Database (PDB) and state websites
- Solid written and oral communication skills, including a good phone presence
- Ability to work independently under pressure and multi-task in a fast paced, sales oriented environment
Appointment Coordinator Job Description
- Confirm appointments via phone and e-mail
- Develop comprehensive knowledge of products, services, and policies
- Complete various in-office duties as assigned
- Warm calls to previous customers cold calls with leads provided.
- Answer customer's questions
- Fill out paperwork as necessary
- Attend team building meetings
- This position also involves outbound calls to customers in database and responding to Internet and telephone customer inquiries occasionally greeting customers in person as they enter the dealership and directing them to the right locations
- EMR (Electronic Medical Records) utilization.Proper use of an EMR to communicate with patients, caregivers, physicians and the community to schedule patient appointments, complete registrations and respond to inquiries
- Compliance.Ensure your work is compliant with all policies and procedures
- Knowledge of Vertafore (Sircon Solutions), including Producer Manager and Producer Express
- Professional designations (sales, insurance, leadership)
- Ability to communicate effectively and courteously on the phone
- Specialty appointment scheduling experience
- One to two years call center environment
- Minimum of 3 years' experience in a business office or healthcare setting required
Appointment Coordinator Job Description
- Registering patients, verifying and updating necessary information, as defined by policy
- Scheduling/re-scheduling procedures/visits following established protocols that promote physician and patient satisfaction, schedule efficiencies
- Working with other departments to ensure efficient operations
- Screening visitors, responding to routine requests for information/service, and directing visitors to appropriate staff members
- Schedule and coordinate patient appointments for outreach clinics
- Inform patients of appropriate protocol to follow to complete their scheduled appointment or procedure
- Set system for reminder calls for appointments at multiple locations
- Schedule patient return appointments, as needed
- Coordinates STAT and same day add-ons
- Answer telephone within three rings and identify the department and self by name when answering telephone calls
- Experience in customer service, call center or sales
- Ability to handle heavy phone volume
- One year certificate from college or technical school, or three to six months related experience and/or training, or or equivalent combination of education and experience
- 6-12 months previous work experience (preferred)
- Previous experience in a call center enviroment preferred
- Previous experience with the process of the scripts, power tracks, and alternative choices