Insurance Renewal & Appointment Coordinator

🕒 August 25

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

📅 Appointment Setter

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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The Hello Team

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2021

🏥 Healthcare

🛡️ Insurance

📦 Logistics

Healthcare • Insurance • Logistics

The Hello Team is a B2B provider of structured offshore hiring and managed workforce solutions. They recruit, hire, and operate dedicated nearshore and offshore teams across 30+ countries, offering remote staffing, BPO services, answering services, and call center build-outs with on-the-ground recruiting, U. S. -based operational oversight, training, and real-time workforce management. The company emphasizes accountability, performance monitoring, and cultural alignment for clients in healthcare, insurance, real estate, professional services and other sectors.

📋 Description

• Conduct warm outbound calls to existing life insurance clients whose policies are approaching renewal or may require an update • Contact existing health insurance clients to identify potential life insurance cross-selling opportunities • Explain the purpose of outreach clearly and professionally • Engage clients in a friendly, confident, and consultative manner • Identify clients interested in renewing, modifying, adding, or exploring insurance coverage • Schedule appointments with the appropriate in-house insurance team using a calendar/appointment-setting system • Accurately document outreach results, client interest, follow-ups, and scheduled appointments • Follow up with clients when appropriate and move qualified opportunities to the in-house team • Potentially assist with inbound calls and appointment rescheduling as the role develops • Maintain professionalism and customer service in every interaction • Meet established appointment and performance targets as the program develops • Participate in training, coaching, and ongoing performance development • Perform other related duties as assigned

🎯 Requirements

• Proficient level of English (written and spoken) • Clear, professional, and easily understandable communication • Strong confidence and comfort communicating with clients by phone • Pleasant and professional personality with strong listening and interpersonal skills • Previous sales, appointment-setting, customer service, or client-facing experience is preferred but not required • Ability to quickly learn new processes, systems, and insurance-related concepts • Ability to remain professional and engaging during client conversations • Reliable work history and demonstrated employment stability • Comfortable working with spreadsheets, calendars, and basic software tools • Insurance experience is a plus, but training will be provided • Strong organizational and multitasking skills • Strong follow-up skills with the ability to manage multiple priorities in a fast-paced environment • Self-motivated with the ability to work independently and follow established processes • Quick learner with the ability to adapt to new systems and workflows • Proficiency with Microsoft Office (Word, Excel, Outlook), email, spreadsheets, and document management • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs • Interest in long-term career opportunities • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet • Professional home workstation capable of supporting uninterrupted remote work

🏖️ Benefits

• 100% remote work • Great work environment with potential for growth • Client-provided training and ongoing support • Full-time position with 40 hours weekly • Long-term career opportunity