Appointment Setter Agent (Work From Home)

Americanome Life Insurance Company

1d•Remote

About The Position

American Income Life helps protect working families across the United States, Canada, and New Zealand, and serves New York through its wholly owned subsidiary, National Income Life Insurance Company. Since 1951, the company has provided life, accident, and supplemental health insurance to members of labor unions, credit unions, associations, and their families. Representatives build lasting client relationships by offering personalized guidance and meeting families virtually in their homes. The Appointment Setter Agent provides benefit enrollment materials, helps clients understand eligibility requirements and coverage options, coordinates virtual meetings, and supports clients through the application and enrollment process. The role also involves responding to calls and inquiries, collaborating with management, and participating in training.

Responsibilities

Provide benefit enrollment materials and help clients understand eligibility requirements.
Schedule and coordinate virtual client meetings.
Answer incoming calls, return messages, and direct inquiries to the appropriate team.
Respond to coverage questions with clear explanations and attentive service.
Use the Needs Analysis system to identify client needs and explain personalized coverage options.
Assist clients throughout the application and enrollment process.
Collaborate with management and participate in training to stay informed about products, services, and company policies.