Support the Medicare Team by initiating outbound calls to prospective members, with the goal of setting qualified appointments for licensed Medicare agents. This internship offers hands-on experience in lead generation, client engagement, and the Medicare sales process.
Duties and Responsibilities:
- Conduct outbound calls to Medicare-eligible individuals to prequalify and schedule appointments with licensed agents.
- Manage and organize incoming leads from various sources including marketing campaigns, referrals, and outreach efforts.
- Assist licensed agents in maintaining lead databases and appointment calendars.
- Participate in mentorship with a licensed Medicare agent to gain practical insights into client interaction and compliance.
- Support additional administrative and outreach projects as assigned.
Qualifications:
- Currently enrolled in a Bachelor’s or Master’s program.
- Strong verbal communication and interpersonal skills, especially over the phone.
- Comfortable using CRM systems and lead tracking tools.
- Professional demeanor and ability to maintain confidentiality of client information.
- Willingness to learn about Medicare products, ethical sales practices, and compliance standards.
- Background check and fingerprinting may be required depending on system access.
Internship Details:
- Location: Fully remote
- Duration: Semester-long.
- Hours: Flexible, 5 to 25 hours per week.
- Compensation: Compensation is performance-based, with earnings influenced by outreach activity and successful engagement outcomes.
- Equipment Provided: Laptop, soft phone, and headset.
Performance Standards:
- Demonstrates a positive and cooperative attitude toward team members and prospective clients.
- Maintains accuracy in lead tracking and appointment setting.
- Professional in appearance, attendance, and quality of work.
- Complies with HIPAA, CMS guidelines, and internal compliance policies.
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
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Skills Required
- Currently enrolled in a Bachelor's or Master's program
- Strong verbal communication and interpersonal skills, especially over the phone
- Comfort using CRM systems and lead tracking tools
- Professional demeanor and ability to maintain confidentiality of client information
- Willingness to learn Medicare products, ethical sales practices, and compliance standards
- Eligibility for membership at ICCU
- Background check and fingerprinting may be required depending on system access
What We Do
ICCU is a state-chartered credit union serving members across Idaho, Washington, Arizona, and beyond. It provides personal and business banking, mortgage services, wealth management, and insurance, alongside a broad selection of financial products. The organization says it aims to help members achieve financial success now and for generations to come, combining banking services with a focus on building a stronger financial future.
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