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.
ICCU
5 Remote Job Openings at ICCU
The agent will virtually assist members with account management, opening new accounts, and qualifying them for loans and other credit union products. Responsibilities include communicating via VideoChat, phone, and email while providing financial recommendations based on member goals.
Serve members virtually by managing accounts, processing transactions via VideoChat, and qualifying members for loans and other credit union products. Provide professional support through phone, text, and email while promoting financial success through personalized recommendations.
The agent will virtually assist members with account management, loan qualifications, and the opening of new accounts via VideoChat, phone, and email. They are also responsible for cross-selling Credit Union products and providing financial recommendations based on member goals.
Support the Medicare team by conducting outbound calls to prospective members to prequalify and schedule appointments for licensed agents. Manage lead databases and assist with administrative projects while gaining practical experience in client interaction and compliance.
