Insurance Lead Follow-Up & Appointment Setting Virtual Assistant

Overview:

• You will work as an independent contractor providing remote business support to a Florida-based insurance agency.
• Your primary role is lead follow-up and appointment setting, not insurance sales.

Scope of Services:

• Conduct outbound calls, SMS, and email follow-ups using approved scripts.
• Maintain accurate prospect information and track lead statuses in spreadsheets.
• Schedule appointments with interested prospects for the agency owner.

Skills Required:

• Experience in outbound calling, appointment setting, or customer service required.
• Strong spoken and written English, comfortable with phone and email outreach.
• Spreadsheet and lead-tracking experience required; CRM experience is a plus.

Work Schedule:

• 20 hours per week, Monday to Friday, 10:00 AM – 2:00 PM EST.
• Must be available during these hours and have a reliable internet connection.