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

• Educate consumers on Affordable Care Act (ACA) Marketplace health insurance options
• Assess individual and family coverage needs and explain available plan options
• Explain premiums, deductibles, copays, provider networks, prescription coverage, and other plan features
• Guide consumers through the ACA Marketplace application and enrollment process
• Provide professional, consultative customer service
• Maintain accurate customer information, application details, and enrollment documentation in company systems
• Follow up with prospective and enrolled consumers
• Meet sales, conversion, quality, productivity, attendance, and customer experience expectations
• Maintain compliance with CMS, Marketplace, carrier, licensing, and company requirements
• Maintain required insurance licenses, certifications, carrier appointments, and Marketplace credentials
• Participate in training, coaching, performance development, and team meetings
• Navigate multiple computer systems and applications while assisting customers
• Perform additional duties as assigned

Licensed ACA Health Insurance Agent

• 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