Job Summary: We are seeking a confident, personable, and highly communicative Remote Insurance Renewal & Appointment Coordinator to support an established insurance team with client outreach, policy renewals, and cross-selling opportunities. This role will primarily involve contacting existing clients (not cold calling) to identify renewal, policy update, or additional insurance needs and then connecting qualified opportunities with the in-house team. The ideal candidate has excellent spoken English, a professional and pleasant communication style, confidence on the phone, and the 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 who demonstrate strong communication skills, confidence, and potential will be considered. The client will provide training and ongoing support. Key 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 the outreach clearly and professionally. • Engage clients in a friendly, confident, and consultative manner. • Identify clients who are interested in renewing, modifying, adding, or exploring insurance coverage. • Schedule appointments with the appropriate in-house insurance team using a calendar/appointment-setting system. • Accurately document outreach results, client interest, follow-ups, and scheduled appointments. • Follow up with clients when appropriate and help move qualified opportunities from the initial outreach stage to the in-house team. • Potentially assist with inbound calls and appointment rescheduling as the role develops. • Maintain a high level of professionalism and customer service in every interaction. • Meet established appointment and performance targets as the program develops. • Participate in training, coaching, and ongoing performance development. • Perform other duties related to the position as assigned. Qualifications & Requirements: • Proficient level of English (written and spoken). • Clear, professional, and easily understandable communication. • Strong confidence and comfort communicating with clients by phone. • Pleasant and professional personality with strong listening and interpersonal skills. • Previous sales, appointment-setting, customer service, or client-facing experience is preferred. • Ability to quickly learn new processes, systems, and insurance-related concepts. • Ability to remain professional and engaging during client conversations. • Reliable work history and demonstrated employment stability. • Comfortable working with spreadsheets, calendars, and basic software tools. • Insurance experience is a plus, but training will be provided. • Strong organizational and multitasking skills, with a positive and professional attitude. • Strong follow-up skills with the ability to manage multiple priorities in a fast-paced environment. • Self-motivated with the ability to work independently and follow established processes. • Quick learner with the ability to adapt to new systems and workflows. • Creative, resourceful, and proactive with an out-of-the-box mindset. • Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management). • Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs. • Interested in long-term career opportunities. • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet. • Professional home workstation capable of supporting uninterrupted remote work. Compensation & Benefits: • 100% remote work. • Compensation in USD. • Full-time position with 40 hours weekly. • Please note that this is a long-term opportunity. • Great work environment with potential for growth.