Retention & Educational Specialist

Job Summary

We are seeking a motivated and customer-focused Medicare Insurance Agent to drive both member retention and new business growth. This role is responsible for building strong relationships with existing Medicare members, ensuring their ongoing satisfaction and coverage needs are met, while also identifying and enrolling new Medicare beneficiaries into appropriate health plans.

Job 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.

Qualifications

• 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.

Preferred Attributes

• 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.