Insurance Intern- Tri Cities

ICCU

Posted 3 months ago

Internship

Kennewick, Washington

Fully Remote

Smart Summary

Responsibilities

Conduct outbound calls to prequalify Medicare-eligible individuals and schedule appointments for licensed agents. Manage lead databases and provide administrative support while learning about Medicare products and compliance.

Qualifications

You are currently enrolled in a Bachelor's or Master’s program. You have experience with CRM systems and lead-tracking tools, and you can manage lead databases and scheduling with a professional, confidential approach. You are willing to learn Medicare products and comply with HIPAA and CMS guidelines while supporting licensed agents on outbound outreach.

Must Have Skills for ATS

CRM

Lead Tracking Tools

Database Management

Appointment Scheduling

HIPAA

CMS Compliance

Job Description

Duties and 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.

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.

Internship Details:

  • Location: Fully remote 
  • Duration: Semester-long.
  • Hours: Flexible, 5 to 25 hours per week.
  • Compensation: Compensation is performance-based, with earnings influenced by outreach activity and successful engagement outcomes.
  • Equipment Provided: Laptop, soft phone, and headset.

Performance Standards:

  • Demonstrates a positive and cooperative attitude toward team members and prospective clients.
  • Maintains accuracy in lead tracking and appointment setting.
  • Professional in appearance, attendance, and quality of work.
  • Complies with HIPAA, CMS guidelines, and internal compliance policies.

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.

ICCU

ICCU is the premier credit union in Idaho and offers full-service locations throughout the Treasure Valley, Magic Valley, Eastern Idaho, North Idaho, Washington, and Arizona. Working at ICCU is more than a job. It’s a place where we make a difference, not only day to day, but long term. Since 1940, our mission has been to help members achieve financial success; and we have fun doing it! The culture is one where we care about each other. We are a work family, and you can feel when you’re a part of it. ICCU was named a Best Place to Work in Idaho. Plus, we are a top financially-performing credit union in the nation. Working at ICCU is more than a job. It’s a place where we make dreams come true, whether that’s a new car, a college education, a first home, or living debt-free. We can see that we are making a difference, not only day to day, but long term. We improve the lives of Idahoans and their financial world. If you are looking to make a difference, ICCU may be right for you. We continue to look for expansion opportunities in order to meet the needs of our members. While growth is vital to our success, we remain focused on our mission, by providing exceptional service and diverse products to our membership. Insured by the NCUA and an Equal Housing Lender. We moderate comments to keep this space safe and respectful. We may remove posts that include personal info, spam, hate speech, or misleading claims. Repeated violations or severity of offense may result in blocking. We appreciate your help in keeping this community supportive and safe.
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