Client Scheduling Associate, Remote Full-Time

Affordable Insurance Solutions

United States0–2 yrs1h agovia LinkedIn

Client Scheduling Associate

Remote | Full-Time

About the Role

Affordable Insurance Solutions is seeking a Client Scheduling Associate for a remote, full-time appointment-setting role. This position offers a career path for individuals with strong communication skills gained from roles in retail, hospitality, or similar customer-facing environments. No license is needed to start.

Key Responsibilities

  • Schedule and confirm client appointments via phone and email.
  • Follow up with prospective clients to maintain the sales pipeline.
  • Maintain organized and accurate records within the CRM.
  • Connect prospective clients with licensed insurance agents for coverage discussions.
  • Participate in team training and coaching sessions.

Requirements & Tech Stack

  • Experience communicating with customers in environments such as retail, restaurants, hotels, or call centers.
  • Strong organization and follow-through habits.
  • Comfort working by phone and managing your own calendar.
  • Active listening skills and a genuine interest in helping people.
  • Familiarity with CRM systems is a plus.

Qualifications

  • No insurance license or degree is required to start.
  • This is an independent contractor position.

Compensation

  • Earning potential: $85,000 to $115,000 annually, based on commission.
  • Compensation is not guaranteed as a salary or hourly pay and depends on individual performance.

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