Appointment Setter - Remote

American Income Life Insurance Company; United States; Remote; USD 45,000 - 60,000; Full time

Job summary

American Income Life Insurance Company is seeking a client services associate to manage benefits enrollment, determine eligibility, schedule meetings, and respond to coverage inquiries. You will articulate individualized policies using our Needs Analysis system and collaborate with management to stay informed on products and services.

This role emphasizes serving the client’s best interests, handling calls, and supporting enrollment processes within a collaborative team environment.

Responsibilities

• Distributes all benefit enrollment materials and determines eligibility.
• Schedule meetings with clients.
• Dispatch incoming customer phone calls.
• Accept customer calls and return calls.
• Respond to client requests for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.

Job description

Duties:

• Distributes all benefitenrollmentmaterials and determines eligibility.
• Schedule meetings with clients
• Dispatch incoming customer phone calls
• Accept customer calls and return customer
• Respond to client request for coverages while representing their best interests.
• Create and explain individualized policies via our Needs Analysis system.
• Work and learn from management teams to stay up to date on new products, services, and policies.