Retention and Educational Specialist

🔥 0 minutes ago

🐊 Florida, Montana, +3 more states – Remote

🐊 Florida – Remote 🦬 Montana – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ⚓ Rhode Island – Remote

💵 $22 / hour

⏰ Full Time

🟢 Junior

🔄 Customer Retention Specialist

🚫👨‍🎓 No degree required

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

Finance • Insurance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Maintain regular contact with existing Medicare members to strengthen relationships and improve member satisfaction. • Conduct annual policy reviews to ensure members remain enrolled in plans that best meet their healthcare and financial needs. • Proactively address member concerns, questions, and service issues to reduce disenrollment. • Educate members on plan benefits, coverage changes, and available resources. • Identify cross-selling and upselling opportunities when appropriate. • Support members during Annual Enrollment Period (AEP), Open Enrollment Period (OEP), and Special Enrollment Periods (SEPs). • Generate and manage a pipeline of Medicare prospects through referrals, networking, community outreach, marketing campaigns, and lead follow-up. • Conduct needs-based consultations to educate beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and related products. • Present plan options clearly and compliantly, helping prospects make informed enrollment decisions. • Meet or exceed monthly, quarterly, and annual sales goals. • Attend community events, seminars, health fairs, and educational meetings to generate new business opportunities. • Maintain accurate records of prospect interactions, enrollments, and follow-up activities within CRM systems.

🎯 Requirements

• Active Health and Life Insurance License (required) • AHIP certification and carrier certifications (or ability to obtain) • Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred • Strong understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans • Excellent communication, presentation, and relationship-building skills • Ability to work independently while managing multiple priorities • Proficiency with CRM systems, Microsoft Office, and virtual communication tools • Strong problem-solving and customer retention skills.

🏖️ Benefits

• Health, dental, and vision benefits • Paid time off and holidays • Ongoing training and professional development opportunities • Career advancement potential within a growing organization