Inbound & Outbound Call Specialist

GEICO Maine; Portland (ME); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Dental Insurance

Vision Insurance

Hands on Training

Retirement Plan

Job summary

GEICO Maine is seeking an Appointment Setting Specialist in Portland, Maine. You will make outbound calls to warm leads and existing customers, while scheduling qualified appointments for licensed agents. This role emphasizes excellent phone skills, organization, and customer service in a fast-paced environment.

No insurance license is required for this administrative position, and you’ll receive training, ongoing support, and opportunities for growth within the locally owned GEICO agency.

Qualifications

• Excellent verbal communication skills and a friendly voice.
• Strong active listening with ability to build rapport quickly.
• Exceptional attention to detail and accurate note-taking.
• Strong organizational skills to manage multiple tasks, calendars, and follow-ups.
• Comfortable making high volume outbound calls and working toward measurable performance goals.

Responsibilities

• Make a high volume of outbound calls to warm leads, previous quote inquiries, and existing customers.
• Answer incoming calls promptly and provide friendly, professional customer service.
• Engage prospective customers to identify interest in speaking with a licensed insurance agent.
• Schedule qualified appointments for licensed agents using shared calendars and scheduling systems.
• Gather and document customer contact information, insurance interests, and conversation details.

Skills

Verbal communication

Active listening

Organization & note-taking

Time management

Team collaboration

Education

High School Diploma or equivalent

Job description

Job Description

We're looking for a motivated, outgoing, and detail-oriented individual to join our locally owned GEICO insurance agency in Portland, Maine!

As our Appointment Setting Specialist, you'll play an important role in connecting prospective and existing customers with our licensed insurance agents.

You'll make outbound calls to warm leads, reconnect with individuals who have previously expressed interest in insurance, and reach out to existing customers about additional insurance opportunities. You'll also answer inbound calls, gather customer information, document conversations, and schedule appointments for our sales team.

This is a fast-paced, phone-focused position that's perfect for someone who enjoys talking to people, stays organized, and is motivated by achieving goals.

What We Offer:

Competitive hourly pay plus performance-based appointment bonuses

Opportunities to earn additional income based on results

Training and ongoing support

Friendly, supportive team environment

Opportunity to grow within an established, locally owned insurance agency

No insurance license is required for this administrative appointment-setting position.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Dental Insurance
• Vision Insurance
• Hands on Training
• Retirement Plan

Responsibilities

• Make a high volume of outbound calls to warm leads, previous quote inquiries, and existing customers.
• Answer incoming calls promptly and provide friendly, professional customer service.
• Engage prospective customers in conversations to identify their interest in speaking with a licensed insurance agent.
• Schedule qualified appointments for licensed agents using shared calendars and scheduling systems.
• Gather and accurately document customer contact information, insurance interests, and relevant conversation details.
• Maintain detailed, organized notes in customer management systems to ensure smooth handoffs to agents.
• Follow up with prospective customers to confirm appointments and maintain engagement.
• Meet or exceed established daily calling and appointment-setting goals.
• Maintain accurate records of calls, appointments, follow-ups, and customer interactions.
• Collaborate with licensed agents to ensure appointments are properly scheduled and customer information is complete.
• Maintain a positive, professional attitude while handling objections, unanswered calls, and challenging conversations.
• Follow company procedures, customer privacy standards, and applicable insurance regulations.
• Refer questions regarding insurance coverage, pricing, or policy recommendations to licensed agents.

Requirements

• Excellent verbal communication skills and a friendly, confident phone presence.
• Strong active listening skills and ability to build rapport quickly.
• Exceptional attention to detail and accurate note-taking skills.
• Strong organizational skills with the ability to manage multiple tasks, calendars, and follow-ups.
• Comfortable making a high volume of outbound calls and working toward measurable performance goals.
• Ability to communicate professionally with customers through both inbound and outbound calls.
• Strong computer skills, including typing, data entry, email, and calendar management.
• Ability to navigate multiple computer systems while speaking with customers.
• Self-motivated, dependable, punctual, and results-oriented.
• Positive attitude and willingness to learn.
• Ability to handle rejection professionally and remain motivated throughout the day.
• Strong time-management skills and ability to work independently and as part of a team.
• Previous experience in telemarketing, appointment setting, customer service, call centers, or sales support preferred.
• High school diploma or equivalent preferred.
• Insurance industry experience is a plus but not required.