Account Manager

TaskVerse; United States; Remote; USD 23,000 - 25,000; Full time

Benefits offered by this job

Remote work equipment

Health insurance after 90 days

401(k) with company match

PTO 70 hours/year

Training and coaching

Job summary

Client Focus LLC, a remote-friendly firm serving insurance agencies since 2003, seeks a full-time Account Manager / Appointment Setter to support agents and their clients. You will handle outbound calls, schedule appointments, and nurture relationships to help clients stay properly protected.

You’ll make 200–250 outbound calls daily using provided scripts, coordinate meetings for agents, and participate in training.

Qualifications

• Available to work full-time in a remote position.
• Comfort and resilience with frequent outbound calling.
• A quiet, distraction-free workspace and reliable internet connection (5 Mbps upload, 10 Mbps download).
• Good judgment, accountability, and dependable employment history.
• Interest in a values-led workplace and ongoing learning.

Responsibilities

• Place approximately 200–250 outbound calls per day to insurance customers using provided scripts.
• Schedule appointments for insurance agents to meet with their customers.
• Communicate in a friendly, professional, and respectful manner on every call.
• Manage relationships with an assigned portfolio of agents and understand their teams and business needs.
• Take ownership of daily work, maintain consistent performance, and contribute to positive customer and agent experiences.
• Participate in training and coaching, applying feedback to strengthen skills and results.

Skills

Outbound calling

Remote work

Job description

Client Focus LLC is seeking a full-time, remote Account Manager / Appointment Setter to support insurance agents and the customers they serve. This role combines friendly outbound calling, appointment scheduling, and ongoing relationship management. If you are comfortable making calls, take ownership of your work, and want to grow in a purpose-driven team, we invite you to learn more.

About The Company

Client Focus LLC has served insurance agencies since 2003. Our team has scheduled millions of customer appointments for thousands of agencies, helping agents build stronger customer relationships and ensure clients have opportunities to review their insurance coverage. We are proud of our continued growth and the meaningful work behind it.

Our shared purpose is to profoundly impact the lives of our employees and customers. We aim to do that through three core values: Abundance, by caring for colleagues and customers and working toward positive outcomes; Growth, by continually becoming more useful and providing greater value; and Ownership, by taking responsibility for meaningful results and opportunities.

About The Role

In this fully remote position, you will contact insurance customers on behalf of a portfolio of agents and schedule appointments for them to meet. These conversations help agents maintain long‑term relationships, build rapport with customers, and review whether their clients are properly protected. Agents rely on our service because they often do not have the time to arrange these meetings themselves.

Most of your day will involve making approximately 200–250 outbound calls and booking appointments. Calls are friendly and low‑pressure, and scripts are provided to guide you. You will also build relationships with the agents you support, learn about their teams and businesses, and become a dependable virtual team member. This role is suited to someone who values autonomy and accountability and can stay engaged in a call‑centered environment.

Qualifications

• Availability to work full-time in a remote position.
• Comfort and resilience with frequent outbound calling.
• A quiet, distraction‑free workspace and reliable internet connection, with at least 5 Mbps upload and 10 Mbps download speeds.
• Good judgment, accountability, and a track record of dependable employment.
• Interest in a values‑led workplace and ongoing learning.

Responsibilities

• Place approximately 200–250 outbound calls per day to insurance customers using provided scripts and guidance.
• Schedule appointments for insurance agents to meet with their customers.
• Communicate in a friendly, professional, and respectful manner throughout each call.
• Manage relationships with an assigned portfolio of agents and become familiar with their teams and business needs.
• Take ownership of daily work, maintain consistent performance, and contribute to positive customer and agent experiences.
• Participate in training and coaching, applying feedback to strengthen your skills and results.

Benefits

Client Focus LLC provides full‑time remote work and equipment. Medical, dental, vision, and life insurance coverage is available after 90 days. Employees may participate in the 401(k) plan, including company matching, after six months. The role accrues 70 hours of paid time off per year for vacation or sick time. Weekends and major holidays are off, and employees have unlimited access to coaching and training. Initial training lasts approximately two weeks, with a schedule of 8:00 a.m. to 4:30 p.m. Arizona time. The daily schedule includes a 30‑minute paid break and an available one‑hour unpaid break. Compensation is $16.50–$18.00 per hour.

Equal Opportunity

Client Focus LLC is committed to a respectful, inclusive workplace where employees can contribute, learn, and grow. We welcome applicants who are aligned with the role’s responsibilities and values, and we consider candidates based on their qualifications, skills, and potential to contribute to our team.