Outbound Insurance Appointment Specialist

Crossroads Insurance GRP; Washington (District of Columbia); On-site; USD 42,000 - 62,000; Full time

Job summary

Crossroads Insurance GRP is seeking a Call Center Specialist to engage prospective clients through outbound calling campaigns, qualify interest, and schedule appointments for licensed sales professionals in a fast-paced environment.

The role emphasizes consultative conversations, accurate CRM record-keeping, and collaboration with the sales team to improve lead quality and conversion rates. Compensation is performance-based with potential incentives.

Qualifications

• Outbound calls to prospective clients to qualify interest and schedule qualified appointments.
• Engage decision-makers using consultative conversation techniques to identify needs.

Responsibilities

• Conduct high-volume outbound calls to prospective clients using lead lists.
• Qualify prospects based on need, eligibility, and decision-making authority.
• Schedule qualified appointments into the sales calendar and document outcomes in CRM.
• Follow up with prospects via phone, text, and email to confirm appointments.
• Meet daily call activity, appointment-setting, and quality metrics.
• Collaborate with the sales team to improve lead quality and conversion rates.

Skills

Cold Calling

Appointment Setting

Lead Qualification

Prospecting

Outbound Sales

Communication

Active Listening

Objection Handling

Relationship Building

CRM Management

Time Management

Goal Orientation

Persistence

Resilience

Consultative Selling

Customer Engagement

Job description

Crossroads Insurance GRP is seeking a Call Center Specialist to engage prospective clients through outbound calling campaigns, qualify interest, and schedule appointments for licensed sales professionals in a fast-paced environment.

The role emphasizes consultative conversations, accurate CRM record-keeping, and collaboration with the sales team to improve lead quality and conversion rates. Compensation is performance-based with potential incentives.