Role overview

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

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
Support additional administrative and outreach projects as assigned

Key facts

Remote from: United States
Internships
Entry-level / graduate
English

Hard skills

Lead Generation Customer Engagement Medicare Advantage

Other skills

Non-Verbal Communication
Social Skills
Professionalism
Client Confidentiality

About the company

Idaho Central Credit Union

Banking

Idaho Central is the premier credit union and offers full-service locations throughout Idaho and Eastern Washington. Working at Idaho Central Credit Union is more than a job. It’s a place where we make a difference, not only day to day, but long term. Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel when you’re a part of it. Idaho Central Credit Union was named a Best Place to Work in Idaho. Plus, we are a top financially-performing credit union in the nation. Working at Idaho Central Credit Union is more than a job. It’s a place where we make dreams come true, whether that’s a new car, a college education, a first home, or living debt-free. We can see that we are making a difference, not only day to day, but long term. We improve the lives of Idahoans and their financial world. If you are looking to make a difference, Idaho Central may be right for you. We continue to look for expansion opportunities in order to meet the needs of our members. While growth is vital to our success, we remain focused on our mission, by providing exceptional service and diverse products to our membership. Insured by the NCUA and an Equal Housing Lender.

Company details

Company typeLarge

IndustryBanking

Company size1001 - 5000

Links

Website LinkedIn See all jobs

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

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.