Job Overview

You’ll be the vital connection between potential clients and life-changing insurance coverage. Using cutting-edge click-to-dial technology, you’ll efficiently reach prospects who have already expressed interest in insurance solutions, making your conversations more meaningful and productive. Our client is looking for a professional who can bridge the gap between initial interest and a formal quote. This isn't cold calling; it’s about providing timely assistance to warm leads while building your communication skills in a supportive, results-driven environment.

Client Overview

Join an established insurance agency committed to operational excellence and client satisfaction. They utilize advanced lead management systems to ensure their team spends more time talking to interested people and less time dialing manually. The agency values clear communication and reliable data collection, providing the tools and warm leads necessary for you to reach your targets consistently.

Schedule

• Tuesday – Saturday (20 work hours per week) 4 hours per day: Either 10:00 AM – 2:00 PM PST or late afternoon/early evening (TBD based on optimal calling times).

Independent Contractor Perks

• Permanent work-from-home setup
• Immediate hiring

 

Responsibilities

• Outbound Outreach: Make outbound calls to warm insurance leads using the advanced Ricochet click-to-dial system.
• Appointment Setting: Schedule insurance quotes and appointments for interested prospects, ensuring a seamless hand-off to the sales team.
• Efficient Dialing: Maintain a high volume of dials per session using automated technology to maximize contact rates.
• Information Gathering: Collect and verify complete contact information and specific prospect requirements; take detailed, accurate notes during every conversation.
• Coordination: Confirm appointment details and relay insights to the team via email or internal apps.
• Voicemail Management: Leave professional, standardized voicemails using the automated system when prospects are unavailable.
• Target Achievement: Consistently achieve a minimum target of 10–12 scheduled appointments per week.

Requirements

• Excellent verbal communication skills with a clear, professional phone presence.
• Strong command of the English language with the ability to build rapport quickly.
• Experience in telemarketing, appointment setting, or customer service (Preferred).
• High attention to detail for accurate note-taking and CRM data entry.
• Tech-savvy mindset with the ability to quickly master new software (Ricochet, CRM).
• Reliable high-speed internet and a dedicated, quiet home office setup.

Qualifications

• Previous experience with CRM systems or lead management platforms (Highly Regarded).
• Previous experience with similar roles (appointment setter, cold caller)
• Ability to stay motivated and disciplined in a fast-paced, goal-oriented remote environment.

Why Join This Team?

• Warm Leads Only: No cold calling; you talk to people who have already asked for information.
• Focus on Setting: Pure appointment setting role—no pressure to close complex sales or handle negotiations.
• Technology-Driven: Use advanced tools that do the "heavy lifting" of dialing so you can focus on the conversation.
• Stability: Join an established agency with proven systems and a predictable schedule.

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.