Remote Insurance Renewal & Appointment Coordinator

About the role

We are looking for a confident, personable Remote Insurance Renewal & Appointment Coordinator to support our insurance team. The role focuses on warm outbound outreach to existing life and health insurance clients, identifying renewal or cross‑sell opportunities, and scheduling qualified appointments with our in‑house specialists.

Key responsibilities

• Make warm outbound calls to existing life insurance clients whose policies are nearing renewal.
• Contact health insurance clients to uncover potential life‑insurance cross‑sell opportunities.
• Explain the purpose of each outreach clearly and professionally.
• Engage clients in a friendly, confident, consultative manner.
• Identify clients interested in renewing, modifying, adding, or exploring coverage.
• Schedule appointments with the appropriate in‑house insurance team using a calendar/appointment‑setting system.
• Document outreach results, client interest, follow‑ups, and scheduled appointments accurately.
• Follow up with clients as needed to move qualified opportunities to the internal team.
• Potentially handle inbound calls and appointment rescheduling as the role evolves.
• Maintain professionalism and high customer‑service standards in every interaction.
• Meet established appointment and performance targets.

Required profile

• Proficient written and spoken English with clear, professional communication.
• Strong confidence and comfort speaking with clients on the phone.
• Pleasant, professional personality with excellent listening and interpersonal skills.
• Previous sales, appointment‑setting, customer‑service, or client‑facing experience preferred but not mandatory.
• Ability to quickly learn new processes, systems, and insurance concepts.
• Reliable work history and demonstrated employment stability.
• Comfortable working with spreadsheets, calendars, and basic software tools.

Required skills

• Spreadsheets (e.g., Microsoft Excel)
• Calendar applications (e.g., Google Calendar, Outlook)