Insurance lead qualifier and appointment setter

Rebecca Cane

1,000/mo
Time zone: US hours
Full-time
8 hours/day
Published Nov 27

Job Description

Canadian insurance brokerage specializing in auto insurance, home insurance, and life insurance needs experienced lead qualifier screening incoming prospects and booking qualified insurance quote appointments. This remote insurance sales support role requires proven cold calling experience converting leads into scheduled consultations with our licensed insurance agents across Canada and US markets.

Insurance lead qualification and appointment setting

Contact insurance leads within minutes of inquiry calling prospects who requested auto insurance quotes, home insurance rates, or life insurance information online. Screen potential insurance customers asking qualifying questions about current insurance coverage, policy needs, budget, and decision-making timeline. Explain insurance quote process setting expectations about consultation with licensed insurance agent reviewing coverage options and pricing. Schedule insurance appointments coordinating between qualified prospects and available insurance agents in our brokerage offices. Follow up with insurance leads who showed initial interest but did not commit immediately to booking consultation appointment. Handle objections professionally addressing concerns about insurance pricing, coverage questions, or appointment scheduling hesitations. Update insurance CRM system with detailed lead qualification notes tracking prospect information and appointment status accurately. Meet daily activity targets for insurance lead contacts, qualified appointments booked, and follow-up calls completed consistently.

Experienced cold caller for insurance lead generation

5+ years cold calling experience with proven track record qualifying leads and setting sales appointments successfully. Strong phone sales skills handling objections, building rapport quickly, and moving prospects toward booking insurance consultations. Understanding of insurance terminology including auto insurance coverage, home insurance policies, and life insurance products for natural conversations. Comfortable with high-volume calling activity making [phone hidden] daily calls to insurance leads without losing energy or enthusiasm. Resilient personality handling rejection positively since many insurance leads are not ready to schedule appointments immediately. Available US business hours when insurance leads are most responsive to phone calls and appointment scheduling. Neutral English accent that American and Canadian insurance prospects understand clearly without communication barriers. Performance bonuses paid based on qualified insurance appointments that convert into policy sales for our brokerage agency.

Skills Required

B2B SalesCold CallingData EntryLead GenerationPhone Support

Language Requirements

English - Fluent

Benefits & Perks

Performance Bonuses