Insurance Lounge

Customer Support

• Respond to client requests online and by phone professionally and promptly
• Assist agents with appointments, renewals, and new sales
• Conduct outreach to current and prospective clients
• Maintain accurate client records in the database
• Handle day-to-day client questions on claims, eligibility, enrollment, and rates
• Produce high-quality informational materials for clients

Licensed P&C Customer Service Representative

Appointment Setter

• Conduct outreach by phone and online to current and prospective clients to schedule insurance consultations
• Confirm, follow up, and reschedule appointments to maintain a full agent calendar
• Engage clients warmly and professionally — answering general questions and directing them to the right team member
• Maintain accurate client records and appointment data in our CRM system
• Collaborate with licensed agents and service staff to ensure smooth client handoffs
• Support outreach campaigns for renewals, new products, and special promotions
• Meet daily and weekly appointment targets with consistency and professionalism

• Respond to client requests online and by phone professionally and promptly
• Assist agents with appointments, renewals, and new sales
• Conduct outreach to current and prospective clients
• Maintain accurate client records in the database
• Address day-to-day client questions and issues related to life, health, Medicare coverage, eligibility, enrollment, and billing
• Produce high-quality informational materials for clients

Licensed P&C Customer Service Representative

Appointment Setter

Licensed Life, Health, Medicare Customer Service Representative