Remote Client Scheduling Pro - Path to Licensed Agent

Affordable Insurance Solutions; United States; Remote; USD 85,000 - 115,000; Full time

Job summary

Affordable Insurance Solutions is seeking a Client Scheduling Associate for a remote, full-time appointment-setting role. You will schedule and confirm appointments by phone and email, and connect prospects with licensed agents. Training is provided and you can progress to licensed agent responsibilities after obtaining your license.

You don't need an insurance license or degree to start. This independent contractor position offers growth with coaching and team support.

Qualifications

• Experience communicating with customers in dynamic environments.
• Excellent organization and follow-through.
• Comfort working by phone and managing your own calendar.
• Active listening and genuine desire to help people.

Responsibilities

• Schedule and confirm client appointments by phone and email.
• Follow up with prospects to keep the pipeline moving.
• Maintain organized, accurate records in the CRM.
• Connect prospective clients with licensed agents for coverage conversations.
• Participate in team training and coaching sessions.

Skills

Customer service experience

Phone communication

Calendar management

Active listening

Tools

CRM software

Job description

Affordable Insurance Solutions is seeking a Client Scheduling Associate for a remote, full-time appointment-setting role. You will schedule and confirm appointments by phone and email, and connect prospects with licensed agents. Training is provided and you can progress to licensed agent responsibilities after obtaining your license.

You don't need an insurance license or degree to start. This independent contractor position offers growth with coaching and team support.