AmeriLife

Helping people live longer, healthier lives.

Retention Specialist

Full TimeRemoteTeam 1,001-5,000Since 1973H1B No SponsorCompany SiteLinkedIn

Location

Florida + 4 moreAll locations: Florida, Montana, Massachusetts, Michigan, Rhode Island

Posted

2 days ago

Salary

$22 / hour

High SchoolEnglish

Job Description

• Answer inbound calls and assist Medicare house accounts without assigned agents. • Provide basic Medicare policy information and guide clients through plan updates or changes. • Support retention through inbound and outbound calls, ensuring client satisfaction. • Build rapport and deliver professional, solution-focused service on every call. • Accurately enter and update client and company records. • Respond promptly to emails and follow up on client inquiries. • Perform administrative tasks such as data entry, and other tasks as needed. • Help maintain efficient, organized office operations and a positive client experience.

Job Requirements

  • Active Life and Health insurance license required.
  • Medicare sales experience with strong knowledge of Medicare products.
  • High School Diploma or equivalent required.
  • Proven customer service and/or sales experience, ideally in Medicare insurance.
  • Excellent verbal and written communication with a professional phone presence.
  • Comfortable explaining coverage options and assisting with plan changes.
  • Skilled in client retention by identifying needs and offering effective solutions.
  • Self-motivated, organized, and able to handle multiple tasks in a fast-paced remote environment.
  • Proficient with CRM systems, phone systems, and standard office technology.

Benefits

  • PTO
  • medical
  • dental
  • vision
  • retirement savings
  • disability insurance
  • life insurance

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