Appointment Setter – U.S. P&C Insurance Agencies
Budget / Salary₹12,500–37,500
TypeFreelance project
LocationRemote
Posted1 hour ago
We are looking for an experienced Appointment Setter / SDR to help us connect with U.S.-based Property & Casualty (P&C) insurance agencies/Brokers
Responsibilities
* Research and identify potential U.S. P&C insurance agencies
* Contact agency owners, principals, producers, and operations managers
* Conduct cold outreach through phone
* Introduce our services in a professional and simple way
* Qualify prospects based on their current staffing and operational needs
* Schedule qualified meetings with our team
* Maintain accurate prospect and follow-up records
* Follow up consistently with interested prospects
* Provide a brief daily/weekly activity report
Ideal Candidate
* Previous experience in **appointment setting, SDR, B2B cold calling, or lead generation
* Experience targeting U.S. businesses
* Strong spoken and written English
* Comfortable speaking with business owners and decision-makers
* Able to handle cold outreach and follow-ups professionally
* Insurance industry experience is a plus but not mandatory
* Must be reliable and able to work during **U.S. business hours
Target Market
**Industry:** Property & Casualty Insurance
**Location:** United States
**Target contacts:** Agency Owners, Principals, CEOs, Producers, Operations Managers
### Main Goal
The primary goal is **qualified meetings**, not simply sending a large number of messages.
We are looking for someone who can identify agencies that may genuinely need additional operational support and schedule conversations with decision-makers.
Please include in your proposal:
1. Your previous appointment-setting/SDR experience
2. Experience working with U.S. clients
3. Which channels you have used — Phone, LinkedIn, Email, etc.
4. How many qualified meetings you have typically generated per month
5. A short example of your cold outreach approach
Responsibilities
* Research and identify potential U.S. P&C insurance agencies
* Contact agency owners, principals, producers, and operations managers
* Conduct cold outreach through phone
* Introduce our services in a professional and simple way
* Qualify prospects based on their current staffing and operational needs
* Schedule qualified meetings with our team
* Maintain accurate prospect and follow-up records
* Follow up consistently with interested prospects
* Provide a brief daily/weekly activity report
Ideal Candidate
* Previous experience in **appointment setting, SDR, B2B cold calling, or lead generation
* Experience targeting U.S. businesses
* Strong spoken and written English
* Comfortable speaking with business owners and decision-makers
* Able to handle cold outreach and follow-ups professionally
* Insurance industry experience is a plus but not mandatory
* Must be reliable and able to work during **U.S. business hours
Target Market
**Industry:** Property & Casualty Insurance
**Location:** United States
**Target contacts:** Agency Owners, Principals, CEOs, Producers, Operations Managers
### Main Goal
The primary goal is **qualified meetings**, not simply sending a large number of messages.
We are looking for someone who can identify agencies that may genuinely need additional operational support and schedule conversations with decision-makers.
Please include in your proposal:
1. Your previous appointment-setting/SDR experience
2. Experience working with U.S. clients
3. Which channels you have used — Phone, LinkedIn, Email, etc.
4. How many qualified meetings you have typically generated per month
5. A short example of your cold outreach approach
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