Note: The job is a remote job and is open to candidates in USA. AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Retention & Educational Specialist is responsible for driving member retention and new business growth by building relationships with Medicare members and enrolling new beneficiaries into health plans.
Responsibilities
- 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
- Adhere to all CMS regulations, carrier guidelines, and company compliance requirements
- Complete all required certifications, licensing, and training programs
- Maintain accurate documentation of sales and service activities
- Protect confidential member information in accordance with HIPAA regulations
Skills
- Active Health and Life Insurance License (required)
- AHIP certification and carrier certifications (or ability to obtain)
- 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
- Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred
- Passion for serving seniors and helping individuals understand healthcare coverage options
- Self-motivated, goal-oriented, and results-driven
- Strong consultative sales approach focused on long-term relationships
- Ability to build trust and credibility with diverse populations
Benefits
- Health, dental, and vision benefits.
- Paid time off and holidays.
- Ongoing training and professional development opportunities.
- Career advancement potential within a growing organization.
- A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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