Insurance Appointment Setter / GoHighLevel VA — INSURANCE EXPERIENCE REQUIRED

PLEASE READ BEFORE APPLYING: PRIOR INSURANCE INDUSTRY EXPERIENCE IS REQUIRED. If you have never worked for an insurance agency or insurance-related business, please do not apply.

Shackleford Solutions is seeking an experienced Appointment Setter / Virtual Assistant to help manage leads, conduct outbound follow-up, and consistently schedule appointments.

Responsibilities:

• Make outbound calls to provided leads
• Follow up with leads by phone, text, and email
• Schedule and confirm appointments on my calendar
• Follow up with no-shows and reschedule appointments
• Manage leads and update notes/statuses in GoHighLevel (GHL)
• Keep the CRM pipeline organized and current
• Conduct consistent follow-up with older leads
• Track calls, contacts, follow-ups, and appointments booked
• Perform light administrative tasks related to lead and appointment management

REQUIRED QUALIFICATIONS:

• Previous insurance industry experience — REQUIRED
• Previous appointment-setting and/or cold-calling experience
• Experience using GoHighLevel (GHL)
• Excellent spoken AND written English
• Professional, confident telephone communication
• Experience working with U.S.-based clients/leads
• Strong organization and follow-up skills
• Reliable high-speed internet
• Reliable computer and headset
• Quiet, professional workspace
• Able to work during agreed-upon U.S. Eastern Time hours

TO APPLY:

1. Send your resume.
2. Send a 60–90 second voice recording introducing yourself and explaining your insurance and appointment-setting experience.
3. Tell me what type of insurance company/agency you previously worked for and what you did there.
4. Describe exactly what you have done inside GoHighLevel.
5. Tell me how many outbound calls you typically made per day and how many appointments you booked.
6. Send your internet speed test results.
7. Tell me your availability in U.S. Eastern Time.

Applications without insurance experience AND a voice recording will not be considered.