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Appointment Setter - Full Benefits - Medford/Hybrid @ Insurancelounge

Medford, OregonOnsiteFull-time
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About this role

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. $17$/hr - depends on experience

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