Client Scheduling Associate, Remote Full-Time
Affordable Insurance Solutions
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.