Remote Insurance Renewal & Appointment Coordinator

Job Summary:

We are seeking a confident, personable, and highly communicative Remote Insurance Renewal & Appointment Coordinator to support an established insurance team with client outreach, policy renewals, and cross-selling opportunities. This role will primarily involve contacting existing clients (not cold calling) to identify renewal, policy update, or additional insurance needs and then connecting qualified opportunities with the in-house team. The ideal candidate has excellent spoken English, a professional and pleasant communication style, confidence on the phone, and the ability to create a positive impression within the first few seconds of a conversation. Previous sales or customer service experience is preferred but not required; candidates who demonstrate strong communication skills, confidence, and potential will be considered. The client will provide training and ongoing support.

Key Responsibilities:

• Conduct warm outbound calls to existing life insurance clients whose policies are approaching renewal or may require an update.
• Contact existing health insurance clients to identify potential life insurance cross-selling opportunities.
• Explain the purpose of the outreach clearly and professionally.
• Engage clients in a friendly, confident, and consultative manner.
• Identify clients who are interested in renewing, modifying, adding, or exploring insurance coverage.
• Schedule appointments with the appropriate in-house insurance team using a calendar/appointment-setting system.
• Accurately document outreach results, client interest, follow-ups, and scheduled appointments.
• Follow up with clients when appropriate and help move qualified opportunities from the initial outreach stage to the in-house team.
• Potentially assist with inbound calls and appointment rescheduling as the role develops.
• Maintain a high level of professionalism and customer service in every interaction.
• Meet established appointment and performance targets as the program develops.
• Participate in training, coaching, and ongoing performance development.
• Perform other duties related to the position as assigned.

Qualifications & Requirements:

• Proficient level of English (written and spoken).
• Clear, professional, and easily understandable communication.
• Strong confidence and comfort communicating with clients by phone.
• Pleasant and professional personality with strong listening and interpersonal skills.
• Previous sales, appointment-setting, customer service, or client-facing experience is preferred.
• Ability to quickly learn new processes, systems, and insurance-related concepts.
• Ability to remain professional and engaging during client conversations.
• Reliable work history and demonstrated employment stability.
• Comfortable working with spreadsheets, calendars, and basic software tools.
• Insurance experience is a plus, but training will be provided.
• Strong organizational and multitasking skills, with a positive and professional attitude.
• Strong follow-up skills with the ability to manage multiple priorities in a fast-paced environment.
• Self-motivated with the ability to work independently and follow established processes.
• Quick learner with the ability to adapt to new systems and workflows.
• Creative, resourceful, and proactive with an out-of-the-box mindset.
• Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management).
• Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs.
• Interested in long-term career opportunities.
• Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.
• Professional home workstation capable of supporting uninterrupted remote work.

Compensation & Benefits:

• 100% remote work.
• Compensation in USD.
• Full-time position with 40 hours weekly.
• Please note that this is a long-term opportunity.
• Great work environment with potential for growth.