Remote Appointment Setter

Appointment Setter

Position Overview

One of the nation’s leading insurance companies that prides itself on providing exceptional service and tailored insurance solutions seeks a motivated and detail-oriented Appointment Setter.

In this role, you will be responsible for reaching out to potential clients, setting appointments for insurance agents, and ensuring that all interactions are professional and customer-focused.

Key Responsibilities

Utilize various outreach methods to contact potential clients and introduce insurance products and services

Qualify leads by understanding their needs and matching them with the appropriate insurance agent

Schedule appointments for insurance agents to meet with prospective clients, ensuring accuracy and timeliness

Follow up with leads and confirm appointments, providing excellent customer service throughout the process

Maintain detailed records of client interactions in CRM system

Qualifications

Previous experience in sales, business development, customer service, or similar role

Strong verbal and written communication skills with the ability to engage clients

Excellent organizational skills and attention to detail

Ability to work independently and as part of a team

Knowledge of CRM software a plus

Appointment Setter Positions Offer

Competitive base salary plus performance-based bonuses

Comprehensive benefits package including health, dental, vision, 401(k), and paid time off

Opportunities for professional development and career growth

Supportive team environment with a focus on work-life balance

Flexible work from home options available