Medicare & Health Insurance Outbound Appointment Setting Virtual Assistant

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Medicare & Health Insurance Outbound Appointment Setting Virtual Assistant based in United States. This remote independent contractor opportunity involves supporting a U. S. -based health insurance agency with outbound calling, appointment scheduling, and lead management. You will connect with existing and prospective Medicare clients, introduce insurance consultations using approved scripts, and schedule appointments with licensed insurance representatives. A key part of the role is communicating with older adults in a patient, empathetic, and reassuring manner while ensuring their questions and concerns are properly documented. You will also maintain accurate lead records, track follow-ups, and provide daily activity reports to support efficient operations. As enrollment periods and campaign priorities change, you may contribute to additional health insurance outreach initiatives. This position is well suited to a confident communicator who enjoys helping people, is comfortable with phone-based work, and can combine excellent customer service with organized administrative support. Accountabilities - Conduct outbound calls to existing, previous, and new Medicare leads using client-provided contact lists. - Introduce the purpose of each call using approved scripts and determine whether individuals are interested in discussing their Medicare coverage with a licensed insurance representative. - Ask appropriate follow-up questions, identify appointment preferences, address routine objections within established guidelines, and schedule qualified appointments. - Communicate with seniors using patience, empathy, and clear language, adjusting the pace of conversations and clarifying information when necessary. - Follow up with interested prospects who have not yet scheduled appointments and maintain continuity throughout the outreach process.

- Document questions, objections, concerns, and requests requiring additional attention from the agency. - Refer questions about Medicare plans, prescription coverage, eligibility, and insurance benefits to authorized representatives rather than providing unapproved advice. - Direct Spanish-language inquiries to the designated bilingual team member. - Record call outcomes, contact details, appointment dates, follow-up requests, and other relevant information in Microsoft Excel and the client's designated systems. - Maintain accurate, organized lead-tracking spreadsheets and monitor outstanding callbacks and unresolved inquiries. - Submit completed call records and appointment information and prepare daily end-of-day reports summarizing call activity, appointments scheduled, and pending tasks. - Support seasonal Medicare outreach campaigns during applicable enrollment periods and learn additional approved scripts for future health insurance initiatives. - Assist with Covered California appointment-setting campaigns as trained and maintain accurate records when transitioning between outreach campaigns. - Use the client's phone and VoIP systems, email and calendar platforms, lead-tracking tools, and appointment scheduling software to complete assigned tasks. - Follow documented procedures, agreed service timelines, quality standards, and the terms of the independent contractor engagement. Requirements: - Previous experience in phone-based customer service, outbound calling, telemarketing, or a similar client-facing role is required. - Excellent spoken and written English, with a clear, professional, and easily understood speaking style. A native or near-native English accent is preferred. - Experience setting appointments is strongly preferred, particularly in lead generation, customer outreach, or sales support.