What are the responsibilities and job description for the Appointment Setter - Full Benefits - Medford/Hybrid position at Insurance Lounge, LLC?
At Insurance Lounge, our mission is simple: make insurance easier to purchase and understand for consumers. Our Appointment Setters play a critical role in connecting clients with the right coverage — turning conversations into appointments and appointments into relationships.
We are the first interactive retail insurance store, combining the ease of online insurance shopping with the advantages of a traditional office. Our unique hybrid model offers unmatched benefits:
- Open 7 days a week
- No-commission salespeople — clients come first, always
- Access to quotes from over 100 insurance companies
- Flexible shopping: independently or with a licensed agent
- One of the nation's fastest-growing insurance agencies
What You'll Earn
This role offers a competitive hourly base wage plus a performance-based bonus structure tied to appointments set and confirmed. The more you connect, the more you earn. Weekend availability opens additional earning opportunities.
Your Role
- Conduct outreach by phone and online to current and prospective clients to schedule insurance consultations
- Confirm, follow up, and reschedule appointments to maintain a full agent calendar
- Engage clients warmly and professionally — answering general questions and directing them to the right team member
- Maintain accurate client records and appointment data in our CRM system
- Collaborate with licensed agents and service staff to ensure smooth client handoffs
- Support outreach campaigns for renewals, new products, and special promotions
- Meet daily and weekly appointment targets with consistency and professionalism
What We're Looking For
- Previous experience in outbound calling, appointment setting, or customer-facing roles
- Confident, clear communicator — comfortable on the phone and in writing
- Organized and self-motivated with the ability to manage a high volume of outreach
- Proficiency with CRM systems, MS Office, and multi-line phone systems
- Ability to prioritize and stay on task in a fast-paced environment
- Positive attitude with a genuine interest in helping people
- No insurance license required — we'll teach you what you need to know
Benefits
- Competitive hourly pay with performance bonus — your effort directly impacts your earnings
- Group health, dental, and vision insurance — company paid
- Retirement plan with company match
- Full-time schedule with weekend availability for additional earning potential
- Career progression track — appointment setting is a natural pathway to licensed roles
- Generous vacation and sick pay
Please visit www.InsuranceLounge.com to learn more about our unique format.
Salary : $17