Appointment Setter - Full Benefits - Medford/Hybrid
Confidential
Posted: April 28, 2026
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Quick Summary
Appointment Setter - Full Benefits - Medford/Hybrid
Required Skills
Job Description
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.