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I'm looking for a part-time Life Insurance Appointment Setter & Operations Assistant who can confidently handle outbound calls, client follow-up, and insurance case management. This role pays $3-$7/hr rate.

About the Role

This company is a life insurance agency that helps clients secure life insurance coverage, and they are looking to bring on a Life Insurance Appointment Setter & Operations Assistant to help with appointment setting, underwriting support, and pipeline management.

You will spend most of your time following up with leads, booking appointments, managing active cases, communicating with carriers, and supporting client retention. The schedule is approximately 20 hours per week from 8 AM–12 PM Pacific Time.

Responsibilities

• •⁠ ⁠Call leads and book qualified life insurance appointments.
• •⁠ ⁠Follow up with underwriters and insurance carriers.
• •⁠ ⁠Manage active cases throughout the insurance pipeline.
• •⁠ ⁠Reschedule no-shows and follow up with existing clients.
• •⁠ ⁠Manage inbound messages and prospect follow-up.

Tools You Will Be Using

• •⁠ ⁠GoHighLevel for CRM and workflow management
• •⁠ ⁠Phone systems for outbound lead calling
• •⁠ ⁠Instagram for direct message management
• •⁠ ⁠SMS for prospect and client follow-up
• •⁠ ⁠Email for client and carrier communication