ICCU

Insurance

• Conduct outbound calls to Medicare-eligible individuals to prequalify and schedule appointments with licensed agents
• Manage and organize incoming leads from 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

Insurance Intern

• Conduct outbound calls to Medicare-eligible individuals to prequalify and schedule appointments with licensed agents
• Manage and organize incoming leads from 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
• Maintain accuracy in lead tracking and appointment setting
• Demonstrate a positive and cooperative attitude toward team members and prospective clients