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