Retention and Educational Specialist

This is a fully remote position, open to applicants in Florida, +4 more states.

📋 Description

• Maintain consistent communication with current Medicare members to enhance relationships and elevate member satisfaction.

• Perform annual policy assessments to guarantee members stay enrolled in plans that best align with their healthcare and financial requirements.

• Actively resolve member inquiries, concerns, and service challenges to minimize disenrollment.

• Inform members about plan benefits, changes in coverage, and available resources.

• Recognize opportunities for cross-selling and upselling when suitable.

• Assist members throughout the Annual Enrollment Period (AEP), Open Enrollment Period (OEP), and Special Enrollment Periods (SEPs).

• Create and oversee a pipeline of Medicare prospects through referrals, networking, community outreach, marketing initiatives, and lead follow-ups.

• Conduct needs-based consultations to educate beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and associated products.

• Clearly and compliantly present plan options, aiding prospects in making informed enrollment choices.

• Achieve or exceed monthly, quarterly, and annual sales objectives.

• Participate in community events, seminars, health fairs, and educational meetings to create new business opportunities.

• Keep precise records of prospect interactions, enrollments, and follow-up actions within CRM systems.

⛳️ Requirements

• Active Health and Life Insurance License (mandatory)

• AHIP certification and carrier certifications (or the capacity to obtain them)

• Preferred minimum of 1–3 years of experience in Medicare sales, insurance sales, or related customer service roles

• Solid understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans

• Exceptional communication, presentation, and relationship-building abilities

• Capability to work autonomously while juggling multiple responsibilities

• Proficiency in CRM systems, Microsoft Office, and virtual communication platforms

• Strong problem-solving and customer retention capabilities.

🏝️ Benefits

• Health, dental, and vision benefits

• Paid time off and holidays

• Continuous training and professional development opportunities

• Career advancement potential within a growing organization