Insurance Appointment Setter / Lead Generation Specialist

Job Description

Job Description

Insurance Appointment Setter / Lead Generation Specialist

Company: Insurance Group of Nevada Corp Location: Las Vegas, Nevada Position: Part-Time Work Setting: In-office, remote or hybrid, based on business needs Insurance License: Not required to start

Position Summary

Insurance Group of Nevada Corp is seeking a motivated and organized Insurance Appointment Setter and Lead Generation Specialist to help grow our personal, commercial, health and life insurance business.

This position focuses on contacting former customers, following up with people who previously requested insurance quotes, developing renewal-date prospects, and scheduling qualified appointments for licensed insurance agents.

The successful candidate must be comfortable making outbound calls, maintaining accurate CRM records, following a structured contact schedule, and communicating professionally with customers and business owners.

Primary Job Duties

Contact former Insurance Group of Nevada customers for account win-back opportunities.

Follow up with prospects who requested an insurance quote but did not complete the process.

Contact assigned personal and commercial insurance prospects before their policy renewal dates.

Introduce callers to Dante Thompson and the Insurance Group of Nevada team.

Identify customer interest in auto, home, renters, commercial, workers’ compensation, health, Medicare, life and related insurance products.

Collect basic factual information from customers and prospects.

Schedule qualified telephone, virtual or in-office appointments with licensed insurance agents.

Confirm upcoming appointments and follow up with prospects who miss scheduled meetings.

Enter leads, contact attempts, appointments and detailed notes into the agency CRM.

Maintain accurate prospect stages, expiration dates and follow-up tasks.

Identify potential cross-selling opportunities among existing agency customers.

Send approved emails, text messages, intake forms and appointment confirmations.

Follow approved scripts and agency compliance procedures.

Complete assigned insurance-industry training through Total CSR.

Participate in coaching, call reviews, sales meetings and performance evaluations.

Protect confidential customer and agency information.

Immediately honor all customer requests not to receive additional calls.

Performance Expectations

The appointment setter will be expected to:

Complete approximately 60–80 outbound call attempts during a full workday.

Maintain accurate documentation for every customer interaction.

Generate approximately 15–25 qualified appointments per week after the training period.

Maintain an appointment-show rate of at least 60%.

Consistently follow up with assigned prospects.

Keep CRM tasks and prospect records current.

Complete Total CSR courses and assessments by assigned deadlines.

Demonstrate measurable improvement in insurance knowledge, customer communication and lead qualification.

Performance expectations may be adjusted based on scheduled hours, lead quality, market conditions and the types of insurance opportunities assigned.

Non-Licensed Position Limitations

Until properly licensed, the appointment setter will not:

Recommend insurance companies, policies, limits or deductibles.

Explain or interpret insurance coverage.

Compare substantive policy terms.

Quote, bind, sell or negotiate insurance.

Advise customers whether a loss or situation is covered.

Represent themselves as a licensed insurance agent or broker.

All insurance recommendations, coverage discussions, quoting and closing activities must be completed by an appropriately licensed insurance professional.

Preferred Qualifications

Previous appointment-setting, telemarketing, customer-service or insurance-office experience

Strong verbal and written communication skills

Comfortable making outbound telephone calls

Ability to build rapport and communicate professionally

Strong organization and follow-up skills

Experience using a CRM or other customer-management system

Ability to work independently and meet measurable goals

Reliable attendance and time management

Basic knowledge of personal, commercial, health or employee-benefits insurance

Willingness to complete ongoing training and pursue an insurance license

Ability to handle confidential customer information responsibly

Technology Requirements

The employee must be able to use web-based business applications, including:

Zoho CRM

Microsoft Outlook

Web-based business telephone or dialer systems

Microsoft Teams

Total CSR

Online calendars, intake forms and document-management systems

Company-issued equipment may be provided based on the final work arrangement.

Training and Professional Development

Insurance Group of Nevada provides structured training through Total CSR , agency procedures, supervised call reviews and hands-on CRM instruction. The employee will receive training in:

Insurance terminology

Customer-service standards

Lead qualification

Win-back campaigns

Renewal-date prospecting

Appointment setting

CRM documentation

Privacy and information security

Insurance regulatory compliance

Preparation for future insurance licensing

Career Advancement

A successful appointment setter may be considered for advancement into positions such as:

Licensed Insurance Producer

Personal Lines Account Representative

Commercial Insurance Assistant

Customer Service Representative

Benefits Account Representative

Insurance Sales and Retention Specialist

Advancement into licensed insurance activities requires the appropriate state insurance license and agency authorization.

About Insurance Group of Nevada Corp

Insurance Group of Nevada Corp is an independent insurance agency led by experienced insurance broker Dante Thompson. The agency helps individuals, families and businesses evaluate insurance options from a broad network of insurance carriers.

Our services include personal insurance, commercial insurance, health insurance, Medicare, life insurance and specialty coverage. We are committed to professional service, customer education, accurate documentation and long-term customer relationships.

Equal Employment Opportunity

Insurance Group of Nevada Corp provides equal employment opportunities to qualified applicants and employees without unlawful discrimination. Employment decisions are based on qualifications, performance, business needs and applicable legal requirements.