Appointment Setter - Full Benefits - Medford/Hybrid
About the position
At Insurance Lounge, our mission is simple: make insurance easier to purchase and understand for consumers. Our Appointment Setters play a critical role in connecting clients with the right coverage — turning conversations into appointments and appointments into relationships. We are the first interactive retail insurance store, combining the ease of online insurance shopping with the advantages of a traditional office. Our unique hybrid model offers unmatched benefits: Open 7 days a week, No-commission salespeople — clients come first, always, Access to quotes from over 100 insurance companies, Flexible shopping: independently or with a licensed agent, One of the nation's fastest-growing insurance agencies.
Responsibilities
• 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
• 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
• 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
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Apply To this Job
At Insurance Lounge, our mission is simple: make insurance easier to purchase and understand for consumers. Our Appointment Setters play a critical role in connecting clients with the right coverage — turning conversations into appointments and appointments into relationships. We are the first interactive retail insurance store, combining the ease of online insurance shopping with the advantages of a traditional office. Our unique hybrid model offers unmatched benefits: Open 7 days a week, No-commission salespeople — clients come first, always, Access to quotes from over 100 insurance companies, Flexible shopping: independently or with a licensed agent, One of the nation's fastest-growing insurance agencies.
Responsibilities
• 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
• 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
• 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
Apply tot his job
Apply To this Job