Member Retirement Coordinator

About Integrity Marketing Group

Integrity Marketing Group is one of the nation’s leading independent distributors of life and health insurance products focused on serving the senior market. Founded in 2006, Integrity develops and distributes life and health insurance products with insurance carrier partners and markets these products through its distribution network, which includes other large insurance agencies located throughout the country that have over 100,000 independent agents.

About Western Asset Protection

Western Asset Protection (WAP) is a national Field Marketing Organization (FMO) supporting more than 2,500 agents, 75+ agencies, and 25+ carrier partners across all 50 states. WAP specializes in helping agents, agencies, and consumers navigate Medicare and health insurance solutions through innovative technology, training, and service. As part of the Integrity family of companies, WAP combines deep industry expertise with a commitment to helping people protect their health, wealth, and future.

Position Summary

The Member Retirement Coordinator (Career Licensed Only Agent – LOA) serves as a trusted resource and frontline advisor for individuals approaching retirement and Medicare eligibility. In this role, you will actively engage, educate, and guide prospective and existing members through key healthcare milestones, including Medicare enrollment timelines, plan options, and coverage transitions. Supporting a growing book of over 10,000 clients, you will play a critical role in driving member acquisition, retention, and satisfaction by delivering personalized guidance that empowers confident healthcare decisions and long-term loyalty. This position also offers the opportunity to identify and support additional sales opportunities, including cross-selling and referrals, while partnering closely with licensed agents to contribute to overall revenue growth and expanded member relationships.

Primary Responsibilities

• Serve as a primary point of contact for individuals approaching Medicare eligibility and retirement.
• Educate members on Medicare enrollment timelines, eligibility requirements, and available coverage options.

• Required Qualifications

  • High School Diploma or GED required; associate or bachelor’s degree preferred.
  • Minimum 2 years of customer service, healthcare, insurance, retirement services, Medicare, or related experience.
  • Strong communication and interpersonal skills.
  • Excellent organizational and time management abilities.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with Microsoft Office products and CRM systems.
  • Strong attention to detail and documentation accuracy.
  • Able to maintain confidentiality and professionalism.

  Preferred Qualifications

  • Medicare, health insurance, or retirement planning experience.
  • Current or previously held Life and Health Insurance License.
  • Experience working with Medicare Advantage, Medicare Supplement, or Part D plans.
  • Experience supporting insurance agents, brokers, or enrollment teams.
  • Bilingual Spanish/English skills preferred.
  • Familiarity with HIPAA and CMS compliance requirements.

  Core Competencies

  • Member Advocacy
  • Customer Service Excellence
  • Retirement Readiness Education
  • Medicare Knowledge
  • Relationship Building
  • Communication Skills
  • Problem Solving
  • Attention to Detail
  • Organization & Time Management
  • Compliance Awareness
  • Team Collaboration

  Success Measures

  • Member satisfaction and service quality scores
  • Timely completion of retirement outreach activities
  • Retention and relationship-building effectiveness
  • Accuracy of member records and documentation
  • Compliance adherence and audit results
  • Successful support of retirement and Medicare enrollment initiatives