Job Overview

Our client is looking for a proactive and highly organized Appointment Setter (Insurance) to support their growing lifecycle sales pipeline. In this role, you will serve as the primary point of contact for prospective and existing life insurance clients, driving engagement and managing scheduling. This position is ideal for a fast-paced professional who can manage high-volume outbound calling and text campaigns while fluidly handling precise back-office policy documentation and team communications.

Schedule

Monday - Friday, 8:00 AM - 5:00 PM Central Standard Time (40 work hours per week)

Responsibilities

• Conduct high-volume outbound calls to prospective life insurance clients using the company's CRM.
• Send follow-up texts to leads and existing clients to nurture engagement and drive appointment bookings.
• Schedule and manage appointments on Google Calendar for the sales team.
• Coordinate with insurance carriers to process policy cancellations and replacements on behalf of clients.
• Maintain accurate and up-to-date records of all client interactions and outcomes within the CRM.
• Communicate proactively with the team via WhatsApp to provide real-time updates on daily activities.
• Support the insurance agency's policy replacement process end-to-end through detailed tracking.

Requirements

• Prior experience in outbound calling, telemarketing, or virtual assistant roles, preferably in insurance or financial services.
• Professional English communication skills with a clear and professional verbal phone presence.
• Ability to work at a fast pace in a high-volume calling environment without sacrificing data accuracy.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• High level of attention to detail when handling sensitive client information and policy documentation.
• Comfortable working independently with minimal supervision in a remote environment.
• Proven reliability operating within cloud systems like CRMs, Google Calendar, and real-time chat tools.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

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.