Insurance Intern- Tri Cities

Summary: ICCU is a financial cooperative that is seeking an Insurance Intern in the Tri Cities area. The role involves conducting outreach to Medicare-eligible individuals, managing leads, and assisting licensed agents while gaining practical insights into the insurance field. Responsibilities: - Conduct outbound calls to Medicare-eligible individuals to prequalify and schedule appointments with licensed agents - Manage and organize incoming leads from various sources including 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 Required Qualifications: - 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 Required Skills: CRM systems, Lead tracking tools, Medicare products, HIPAA compliance, CMS guidelines Benefits: Equipment Provided: Laptop, soft phone, and headset.