Overview:

Our client is an established personal and commercial insurance agency based in Portland, Oregon, with a database of thousands of prospects built over the past decade. They are expanding their outbound sales team and are looking for an experienced US Insurance Appointment Setter (High-Volume Outbound Calling) who can consistently work through a large CRM database, engage prospects, reactivate older leads, qualify opportunities, and transfer warm prospects to the in-house sales team.

Your primary responsibility is to make high-volume outbound calls, create meaningful conversations, qualify prospects, handle objections, and generate qualified appointments or warm transfers for the insurance sales team. This is not a script-reading position. We need someone who understands insurance conversations, can build rapport quickly, ask the right questions, and confidently move prospects toward the next step.

Schedule: Monday to Friday, 9:00 AM to 6:00 PM PST | With a 1-hour break

Note: Can be flexible and open to adjusting the time frame within the day

Responsibilities:

• Make high-volume outbound calls daily to prospects within the company's established CRM database
• Contact both recent and aged insurance leads to generate new opportunities
• Reactivate older prospects and determine whether they have current insurance needs
• Engage prospects in conversations around their existing insurance coverage and potential quote opportunities
• Qualify prospects based on interest, timing, needs, and readiness to speak with an insurance sales professional
• Handle objections, hesitation, and common prospect questions professionally
• Set qualified appointments or transfer warm prospects directly to the in-house insurance sales team
• Follow up with prospects according to established sales cadence and drip campaigns
• Maintain consistent daily call activity and appointment-setting targets
• Accurately document calls, outcomes, notes, and lead status in the CRM
• Maintain organized follow-up schedules so qualified prospects are not lost
• Work closely with the sales team to improve lead quality and conversion

Must-Have Requirements:

• Previous professional experience in the insurance industry is REQUIRED
• Proven experience in insurance sales, insurance appointment setting, insurance telemarketing, or insurance lead generation
• Strong understanding of insurance terminology and the general insurance sales process
• Proven experience making high-volume outbound calls
• Excellent English communication and a confident, professional phone presence
• Strong rapport-building and conversational skills
• Ability to handle rejection and objections consistently
• Comfortable speaking with prospects throughout most of the workday
• Proven ability to meet call-volume, appointment-setting, or sales activity targets
• Experience working with CRM systems and lead pipelines
• Strong follow-up and lead-nurturing skills
• Ability to work independently in a remote environment
• Reliable internet connection and professional home-office setup

Nice-to-Have Qualifications:

• Personal lines or commercial insurance experience
• Background working with U.S. insurance prospects
• Familiarity with insurance quote generation or lead qualification
• Track record in aged-lead reactivation
• Proficiency with CRM drip campaigns and automated follow-up
• Previous exposure to transferring warm leads to licensed insurance agents or closers
• Proven ability to work with large prospect databases

What We're Looking For?

• The ideal candidate is an experienced insurance outbound specialist, not a general appointment setter
• You should be comfortable spending hours on the phone, making a high volume of calls, navigating objections, re-engaging older leads, and consistently creating qualified opportunities for the sales team
• Insurance experience, high-volume outbound calling, and strong communication are the three core requirements for this role

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.