Outbound Insurance Appointment Setter (ZR_21795_JOB)

This is a remote position.

Role Name: Outbound Insurance Appointment Setter

Schedule: Wednesday and Thursday, 7 AM to 5 PM (includes an hour lunch break and two 15-minute breaks | Washington, USA, (Pacific Standard Time)

Client Overview

Join a rapidly expanding insurance services organization specializing in mortgage protection and final expense coverage. This established company, led by a licensed professional with multi-state operations, provides essential financial protection services to clients across the United States. With a focus on helping families secure their financial future, this organization offers a supportive environment where your contribution directly impacts people’s lives.

Job Description

Take on an integral role as an Insurance Appointment Setting Specialist, where you’ll connect qualified prospects with vital insurance protection services. Working with pre-qualified leads who have already expressed interest, you’ll utilize professional communication skills to schedule appointments and help families access crucial financial protection products. This position offers both stability through guaranteed hourly compensation and exciting performance-based incentives, making it an ideal opportunity for someone seeking growth in the insurance industry. You’ll work with a sophisticated CRM system and modern communication tools while handling sensitive information with the utmost professionalism.

Responsibilities

• Conduct 100-200 professional outbound calls daily to pre-qualified insurance leads
  
• Schedule appointments between interested prospects and licensed insurance professional
  
• Maintain detailed records and updates in the company’s advanced CRM system
  
• Follow a structured lead management process for different qualification levels
  
• Complete comprehensive client questionnaire forms and activity reports
  
• Handle sensitive medical and financial information according to strict privacy guidelines
  
• Track and document all contact attempts and conversation outcomes
  
• Meet or exceed targeted appointment setting metrics
  
• Provide professional, empathetic customer service to all prospects
  
• Coordinate with the insurance professional to maintain an efficient appointment calendar

Requirements

• Excellent English communication skills with clear pronunciation
  
• Strong phone presence and professional demeanor
  
• Experience with CRM systems and call tracking software
  
• Comfortable using VoIP phone systems
  
• Detail-oriented with excellent data entry accuracy
  
• Ability to maintain strict confidentiality of sensitive information
  
• Previous appointment setting or call center experience preferred
  
• Basic understanding of or willingness to learn about insurance products
  
• Reliable internet connection and quiet work environment
  
• Available during US business hours
  
• Performance-based incentives will be available
  

Benefits

Independent Contractor Perks

• Permanent work-from-home
  
• Immediate hiring
  
• Steady freelance job