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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong verbal communication and interpersonal skills while managing leads and scheduling appointments for Medicare agents. Proficient in CRM systems and lead tracking tools, with a commitment to learning about Medicare products and compliance standards.
Highest-signal resume keywords
Lead TrackingCRM SystemsVerbal CommunicationMedicare KnowledgeHIPAA Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Interpersonal SkillsProfessional DemeanorWillingness To Learn
Industry Keywords
MedicareCompliance StandardsCMS GuidelinesConfidentialityEthical Sales Practices
About the role
Key responsibilities & impact- Initiate outbound calls to prospective Medicare members to set qualified appointments for licensed Medicare agents
- Conduct outbound calls to Medicare-eligible individuals to prequalify and schedule appointments
- Manage and organize leads from marketing campaigns, referrals, and outreach efforts
- Assist licensed agents with lead databases and appointment calendars
- Participate in mentorship with a licensed Medicare agent
- Support administrative and outreach projects as assigned
- Maintain accuracy in lead tracking and appointment setting
Requirements
What you’ll need- 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
- Must be eligible for membership at ICCU to obtain employment
- Must comply with HIPAA, CMS guidelines, and internal compliance policies
Benefits
Comp & perks- Laptop, soft phone, and headset provided
- Flexible hours, 5 to 25 hours per week
- Mentorship with a licensed Medicare agent
- Hands-on experience in lead generation, client engagement, and the Medicare sales process
