Remote Insurance Renewal Appointment Coordinator
Aviso de fuente externaen The Hello Team
Contact existing insurance clients about renewals, policy updates, and coverage needs, then schedule appointments with the in-house team.
Salario
No especificado
Ubicación
Santo Domingo, República Dominicana
Tipo de empleo
Tiempo completo
Modalidad
No especificado
Remote Insurance Renewal Appointment Coordinator
Santo Domingo, República Dominicana
Descripción del empleo
About the role
The Hello Team is seeking a confident, personable, and highly communicative Insurance Renewal 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. Training and ongoing support will be provided.
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, 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 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 training.
Requirements
- Excellent spoken English, a professional and pleasant communication style, and confidence on the phone.
- 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.
Datos clave
- The role involves warm outbound calls to existing insurance clients, not cold calling.
- Excellent spoken English, confidence on the phone, and strong communication skills are sought.
- Previous sales or customer service experience is preferred but not required.
- Training and ongoing support will be provided.
Preguntas frecuentes
What does the role involve?
You will contact existing insurance clients about renewals, policy updates, and potential additional coverage, then schedule qualified appointments with the in-house team.
What communication skills are needed?
The role calls for excellent spoken English, a professional and pleasant communication style, confidence on the phone, and the ability to create a positive first impression.
Is previous sales or customer service experience required?
It is preferred but not required. Candidates with strong communication skills, confidence, and potential will be considered.