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Open nowFirst seen 4 days ago

Remote Insurance Renewal & Appointment Coordinator

The Hello Team80 open roles

Where
Remote
Work mode
Remote
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Your applicationOpen nowRemote Insurance Renewal & Appointment CoordinatorThe Hello Team · Remote

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  4. CV RocketApplied on The Hello Team's own form.

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: first seen 4 days ago

The posting

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.
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