Insurance Renewal & Appointment Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Perform warm outbound calls to current life insurance clients whose policies are nearing renewal or may need an update.

• Reach out to existing health insurance clients to uncover potential life insurance cross-selling opportunities.

• Clearly and professionally communicate the purpose of the outreach.

• Engage clients in a friendly, confident, and consultative way.

• Identify clients who are interested in renewing, modifying, adding, or exploring insurance coverage options.

• Schedule appointments with the relevant in-house insurance team using a calendar or appointment-setting system.

• Accurately record outreach results, client interests, follow-ups, and scheduled appointments.

• Follow up with clients as needed and transition qualified opportunities to the in-house team.

• Possibly assist with inbound calls and appointment rescheduling as the role evolves.

• Maintain professionalism and customer service in every interaction.

• Achieve established appointment and performance targets as the program progresses.

• Participate in training, coaching, and ongoing performance enhancement.

• Carry out other related duties as assigned.

⛳️ Requirements

• Proficient in English (both written and spoken).

• Clear, professional, and easily understandable communication skills.

• Strong confidence and comfort in communicating with clients via phone.

• Pleasant and professional demeanor with excellent listening and interpersonal skills.

• Previous experience in sales, appointment-setting, customer service, or client-facing roles is preferred but not essential.

• Ability to quickly grasp new processes, systems, and insurance-related concepts.

• Capacity to remain professional and engaging during client interactions.

• Reliable work history demonstrating employment stability.

• Comfortable using spreadsheets, calendars, and basic software tools.

• Experience in insurance is advantageous, though training will be provided.

• Strong organizational and multitasking abilities.

• Excellent follow-up skills with the capability to manage multiple priorities in a fast-paced environment.

• Self-motivated, able to work independently and follow established processes.

• Quick learner with the adaptability to new systems and workflows.

• Proficient in Microsoft Office (Word, Excel, Outlook), email, spreadsheets, and document management.

• Availability to work U.S. Eastern Time (New York) business hours and adjust based on business needs.

• Interest in long-term career opportunities.

• Reliable computer (Windows 10 or newer), dual monitors, and stable high-speed internet connection.

• Professional home workstation suitable for uninterrupted remote work.

🏝️ Benefits

• 100% remote work.

• Excellent work environment with opportunities for growth.

• Client-provided training and ongoing support.

• Full-time position with 40 hours weekly.

• Long-term career opportunities.