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20four7VACPT-11661 Medicare & Health Insurance Outbound Appointment Setting Virtual Assistant
20four7VA connects offshore and nearshore independent contractors with clients around the globe. A California health insurance agency requires an independent contractor for a Medicare and Health…
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About This Role
20four7VA connects offshore and nearshore independent contractors with clients around the globe. A California health insurance agency requires an independent contractor for a Medicare and Health Insurance Outbound Appointment Setting Virtual Assistant engagement. This role focuses on outbound calling, appointment setting, lead tracking, and enrollment-period outreach. The contractor will contact existing, past, and prospective Medicare leads during the Annual Enrollment Period using provided scripts. Responsibilities include determining interest levels, addressing…
Job Description
20four7VA connects offshore and nearshore independent contractors with clients around the globe. A California health insurance agency requires an independent contractor for a Medicare and Health Insurance Outbound Appointment Setting Virtual Assistant engagement. This role focuses on outbound calling, appointment setting, lead tracking, and enrollment-period outreach.
The contractor will contact existing, past, and prospective Medicare leads during the Annual Enrollment Period using provided scripts. Responsibilities include determining interest levels, addressing basic questions, setting appointments for licensed insurance agents, and routing complex coverage inquiries to appropriate staff. Daily administrative duties involve recording call outcomes and updating tracking sheets in Microsoft Excel, submitting daily activity reports, and managing callbacks.
This contracting opportunity requires 20 hours per week, scheduled Monday through Friday from 10:00 AM to 2:00 PM PST, with potential for increased hours based on workload and performance. Contractors operate under an independent contractor agreement and Master Services Agreement rather than an employment relationship.
Responsibilities
- Call existing, previous, and new Medicare leads using designated contact lists
- Communicate outreach purposes using approved scripts to gauge interest in discussing Medicare coverage
- Schedule appointments between interested individuals and licensed insurance representatives
- Address routine objections and questions within established guidelines
- Maintain patient and empathetic communication tailored to senior adults
- Record call outcomes, contact details, and dispositions in Excel spreadsheets
- Submit daily end-of-day reports detailing calling activity, scheduled appointments, and pending items
- Direct complex Medicare plan, eligibility, and prescription questions to authorized personnel
- Route Spanish-language inquiries to designated bilingual team members
- Support future health insurance campaigns and Covered California appointment-setting outreach
Requirements
- Strong phone-based customer service or outbound calling background
- Excellent spoken and written English proficiency with a native or near-native accent
- Ability to follow given scripts while keeping conversations natural
- Strong active listening, patience, and rapport-building capabilities
- Proficiency in Microsoft Excel and accurate data entry
- Availability to work Monday through Friday from 10:00 AM to 2:00 PM PST
Qualifications
- Previous appointment-setting experience
- Prior experience communicating with seniors
- Familiarity with Medicare, insurance, or the healthcare industry
- Aptitude for learning additional insurance outreach scripts
Core Skills
Benefits
- Competitive compensation rates
- Weekly payment processing
- Access to free training and upskilling opportunities
- Continuous support, guidance, and community engagement
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
Is this an employee position?
No, this is an independent contractor engagement operating under a Master Services Agreement and Statement of Work, not an offer of employment.
What are the working hours for this role?
The contracted hours are 20 hours per week, scheduled Monday through Friday from 10:00 AM to 2:00 PM PST, with hours potentially increasing based on workload and performance.
What salary is offered for this position?
The specific salary or rate amount is not stated in the posting, though it mentions competitive rates and weekly payments.
Where is the work performed?
The posting specifies that 20four7VA seeks offshore or nearshore independent contractors to deliver remote services.
Sample Interview Questions
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