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Insurance Lounge

Appointment Setter

Insurance Lounge

Appointment Setter at Insurance Lounge connects clients with insurance coverage. Engages clients through outreach and manages appointments to ensure coverage consultations.

Posted 4/23/2026full-timeMedford • Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $17 per hourWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • Previous experience in outbound calling, appointment setting, or customer-facing roles
  • Confident, clear communicator — comfortable on the phone and in writing
  • Organized and self-motivated with the ability to manage a high volume of outreach
  • Proficiency with CRM systems, MS Office, and multi-line phone systems
  • Ability to prioritize and stay on task in a fast-paced environment
  • Positive attitude with a genuine interest in helping people
  • No insurance license required — we'll teach you what you need to know

Benefits

Comp & perks
  • Competitive hourly pay with performance bonus — your effort directly impacts your earnings
  • Group health, dental, and vision insurance — company paid
  • Retirement plan with company match
  • Full-time schedule with weekend availability for additional earning potential
  • Career progression track — appointment setting is a natural pathway to licensed roles
  • Generous vacation and sick pay

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
outbound callingappointment settingcustomer service
Soft Skills
clear communicatororganizedself-motivatedability to prioritizepositive attitude