Posted 2w ago

Appointment Setter - Full Benefits - Medford/Hybrid

@ Insurance Lounge
Medford, Oregon, United States
$17/hrHybridFull Time
Responsibilities:conduct outreach, schedule appointments, update records
Requirements Summary:Experience in outbound calling or appointment setting; strong communication; organized; CRM/MS Office proficiency; multi-line phone systems; handle high outreach volume; no insurance license required.
Technical Tools Mentioned:CRM, MS Office, Multi-line phone systems
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Job Description

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.