Insurance Intern

This is a fully remote position, open to applicants in Idaho.

📋 Description

• Initiate outbound calls to individuals eligible for Medicare to prequalify them and arrange appointments with licensed agents.

• Oversee and organize incoming leads generated from marketing initiatives, referrals, and outreach efforts.

• Assist licensed agents in keeping lead databases and appointment schedules up to date.

• Engage in mentorship with a licensed Medicare agent to acquire practical knowledge of client interactions and compliance.

• Provide support for various administrative and outreach projects as assigned.

• Ensure precision in lead tracking and appointment scheduling.

• Exhibit a positive and collaborative attitude towards team members and potential clients.

⛳️ Requirements

• Currently pursuing a Bachelor’s or Master’s degree.

• Excellent verbal communication and interpersonal skills, particularly over the phone.

• Proficient in using CRM systems and tools for lead tracking.

• Professional appearance and the ability to uphold client confidentiality.

• Eagerness to learn about Medicare products, ethical sales techniques, and compliance regulations.

• A background check and fingerprinting may be necessary based on system access.

• Must meet eligibility requirements for membership at ICCU for employment purposes.

• Adherence to HIPAA, CMS guidelines, and internal compliance protocols is essential.

🏝️ Benefits

• Flexible work schedule ranging from 5 to 25 hours per week.

• Provision of a laptop, soft phone, and headset.

• Opportunity for mentorship with a licensed Medicare agent.

• Practical experience in lead generation, client engagement, and the Medicare sales process.