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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 lead databases and appointment calendars. Familiar with Medicare products, compliance standards, and ethical sales practices, ensuring confidentiality and accuracy in client interactions.
Highest-signal resume keywords
Verbal Communication SkillsInterpersonal SkillsCRM Systems ProficiencyLead Tracking ToolsHIPAA 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
Positive AttitudeCooperative TeamworkWillingness to Learn
Certifications & Qualifications
Background CheckFingerprinting
Industry Keywords
Medicare ProductsEthical Sales PracticesCMS GuidelinesInternal Compliance Policies
About the role
Key responsibilities & impact- 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
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
- Compliance with HIPAA, CMS guidelines, and internal compliance policies
Benefits
Comp & perks- Flexible schedule of 5 to 25 hours per week
- Laptop, soft phone, and headset provided
- Mentorship with a licensed Medicare agent
- Hands-on experience in lead generation, client engagement, and the Medicare sales process
