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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. Familiar with CRM systems and committed to learning about Medicare products and compliance standards.
Highest-signal resume keywords
Verbal Communication SkillsCRM Systems ProficiencyLead ManagementMedicare 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 DemeanorConfidentiality MaintenanceWillingness to Learn
Tools & Technologies
Lead Tracking Tools
Certifications & Qualifications
Background CheckFingerprinting
Industry Keywords
MedicareEthical Sales PracticesCompliance StandardsCMS GuidelinesICCU Membership
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
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)
- Hands-on internship experience
- Mentorship with a licensed Medicare agent
