Job Overview

As an  Insurance Retention & Appointment Setter, you will support the daily operations of a growing insurance agency by managing client follow-ups, re-engaging lapsed policyholders, and scheduling appointments for the broker. This role is ideal for someone with a sales-oriented mindset who is comfortable speaking with clients over the phone and maintaining organized communication records. You will play a key role in improving client retention, increasing policy renewals, and helping drive overall business growth through proactive customer engagement and consistent follow-up efforts.

Schedule

• 10 AM to 2 PM Eastern Time, Monday to Friday; 4 hours per day

Responsibilities

• Monitor the book of business for missed payments and lapsed policies, and initiate outreach to recover accounts
• Contact lapsed clients up to three times to re-engage them and restore their policies
• Schedule in-person follow-up appointments on the broker's calendar for unresponsive clients
• Call inbound and outbound leads to qualify and set preset appointments for the broker
• Maintain accurate records of client communications and follow-up statuses
• Support day-to-day administrative tasks to streamline agency operations

Requirements

• Proven sales experience with a strong ability to engage and persuade over the phone
• Excellent English fluency with a neutral or very soft accent
• Experience working with senior or fixed-income client demographics is highly preferred
• Insurance industry experience is highly preferred but not required
• Strong written and verbal communication skills
• High level of attention to detail and ability to work independently

Independent Contractor Perks

• Permanent Work from Home
• Immediate Hiring

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.