Medicare & Health Insurance Outbound Appointment Setting Virtual Assistant

New

JobgetherHealth insurance

Based in United States, Monday through Friday, 10:00 AM–2:00 PM Pacific Standard Time (PST)Contract

Salary not disclosed

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Job Details

Have previous experience in phone-based customer service, outbound calling, telemarketing, or a similar client-facing role.
Have excellent spoken and written English and a clear, professional, easily understood speaking style; a native or near-native English accent is preferred.
Bring appointment-setting experience, preferably in lead generation, customer outreach, or sales support.
Demonstrate listening, patience, empathy, rapport-building, and conversational communication skills.
Follow established scripts while maintaining respectful conversations and handling routine objections professionally.
Maintain accurate records with strong organizational skills and attention to detail.
Have practical proficiency in Microsoft Excel, including data entry and maintaining structured tracking worksheets.
Be able to learn scripts, follow campaign-specific procedures, and adapt to changing enrollment periods and outreach priorities.
Be willing to learn Ooma or comparable phone systems, VoIP platforms, email and calendar tools, and lead management or appointment scheduling software.
Have reliable high-speed internet, suitable computer equipment, and a quiet home-based workspace.
Be available Monday through Friday, 10:00 AM–2:00 PM Pacific Standard Time (PST), for approximately 20 hours per week.
Be able to work independently as a contractor under a Master Services Agreement and Statement of Work.

Conduct outbound calls to existing, previous, and new Medicare leads using client-provided contact lists.
Introduce calls using approved scripts, assess interest, address routine objections within guidelines, and schedule qualified appointments with licensed insurance representatives.
Follow up with interested prospects and document questions, concerns, objections, and requests requiring agency attention.
Refer questions about Medicare plans, prescription coverage, eligibility, and insurance benefits to authorized representatives.
Record call outcomes, contact details, appointments, and follow-up requests in Microsoft Excel and the client's designated systems.
Maintain lead-tracking spreadsheets and monitor outstanding callbacks and unresolved inquiries.
Submit call records and appointment information and prepare daily end-of-day activity reports.
Support seasonal Medicare and Covered California appointment-setting campaigns, learning and using approved campaign scripts.
Use the client's phone and VoIP systems, email and calendar platforms, lead-tracking tools, and appointment scheduling software.

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