Position Overview
We are seeking a motivated, outgoing Commercial Insurance Appointment Setter to help our growing insurance agency connect with local business owners and decision-makers.
The primary responsibility of this position is to make outbound calls to local businesses, introduce our commercial insurance services, identify potential opportunities, and schedule appointments for our commercial insurance team.
This is a part-time opportunity of approximately 10 hours per week, making it ideal for someone looking for flexible supplemental income while being rewarded for strong performance.
Key Responsibilities
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Make outbound calls to local businesses using provided prospect lists and resources.
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Introduce the agency and explain the purpose of the call in a professional, conversational manner.
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Identify business owners or insurance decision-makers.
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Ask basic qualifying questions to determine whether a prospect may be a good fit for our agency.
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Schedule appointments for our commercial insurance producers.
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Accurately document calls, contacts, appointments, and follow-up information in the agency’s CRM or tracking system.
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Follow up with prospects as needed to confirm scheduled appointments.
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Maintain a professional and positive representation of the agency at all times.
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Consistently work toward weekly call and appointment goals.
Compensation & Incentives
The position will be compensated on an hourly basis with additional performance-based incentives.
Potential incentives may include:
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Hourly compensation for time worked.
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Bonus for qualified appointments that are held.
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Additional bonus when an appointment results in a new commercial insurance account.
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Opportunity to increase overall compensation through consistent production.
The goal is to create a compensation structure where the more qualified appointments you generate and the more business you help bring to the agency, the more you earn.
Performance Expectations
The successful candidate will be expected to:
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Consistently complete approximately 10 hours of calling each week.
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Meet established weekly calling and appointment-setting goals.
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Generate qualified appointments rather than simply maximizing call volume.
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Maintain accurate records of all prospect interactions.
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Represent the agency professionally with every prospect.
About the Opportunity
This is an opportunity to work with an established commercial insurance agency and play an important role in developing new business. The position provides flexibility while offering uncapped earning potential tied directly to performance.
If you enjoy talking with people, are comfortable picking up the phone, and like the idea of being rewarded for results, this could be an excellent part-time opportunity.
