Remote Insurance Renewal Appointment Coordinator

About the role

The Hello Team is seeking a confident, personable, and highly communicative Insurance Renewal and Appointment Coordinator to support an established insurance team with client outreach, policy renewals, and cross-selling opportunities. The role focuses on contacting existing clients, not cold calling, to identify renewal, policy update, or additional insurance needs and connect qualified opportunities with the in-house team.

Responsibilities

• 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, and engage clients in a friendly, confident, 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 or appointment-setting system.
• Document outreach results, client interest, follow-ups, and scheduled appointments accurately.
• Follow up when appropriate and help 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, and participate in...

Requirements

• Excellent spoken English, a professional and pleasant communication style, confidence on the phone, and the ability to create a positive impression within the first few seconds of a conversation.
• Previous sales or customer service experience is preferred but not required. Candidates demonstrating strong communication skills, confidence, and potential will be considered.

The client will provide training and ongoing support.

Datos clave

• The role focuses on warm outreach to existing clients, not cold calling.
• Excellent spoken English and confidence on the phone are required.
• Previous sales or customer service experience is preferred but not required.
• The client will provide training and ongoing support.