Medicare Retention Agent

AmeriLife•Tampa, FL

23h•Onsite

About The Position

Agent Boost Marketing is an industry leader in technology, training, support, compliance, strategy and sales. Our agents nationwide assist and educate consumers with their Medicare and health insurance choices. By offering Medicare Advantage, Medicare Supplements, Prescription Drug Plans, subsidized health plans, traditional health, short term medical and ancillary products we're able to provide comprehensive, high-quality and affordable health coverage to all Americans.

Requirements

Consistent outbound calls to current Medicare clients
Monitor and improve persistency
Answer client questions regarding benefits, claims, billing, plan details, and general account needs
Conduct scheduled follow-up and check-in calls
Identify clients whose needs have changed and recommend or process plan changes
Execute save strategies for clients considering cancellation
Cross-sell and upsell ancillary insurance products
Document all client interactions, outcomes, and plan changes accurately in the CRM system
Meet or exceed assigned outbound dialing metrics, sales KPIs, and retention/persistency requirements
Stay current on Medicare regulations, plan changes, and compliance requirements (CMS guidelines)
Collaborate with sales, service, and compliance teams

Responsibilities

Make consistent outbound calls to current Medicare clients to support policy effectuation and ensure successful enrollment completion.
Monitor and improve persistency by identifying at-risk policies and proactively reaching out before lapses or cancellations occur.
Answer incoming questions from existing clients regarding benefits, claims, billing, plan details, and general account needs.
Conduct scheduled follow-up and check-in calls with clients to maintain strong relationships and confirm satisfaction with their current plan.
Identify clients whose needs have changed and recommend or process plan changes during applicable election periods.
Execute save strategies for clients considering cancellation, addressing objections and reinforcing plan value.
Cross-sell and upsell ancillary insurance products, including dental, accident, and final expense plans, based on client needs.
Document all client interactions, outcomes, and plan changes accurately in the CRM system.
Meet or exceed assigned outbound dialing metrics, sales KPIs, and retention/persistency requirements.
Stay current on Medicare regulations, plan changes, and compliance requirements (CMS guidelines).
Collaborate with sales, service, and compliance teams to resolve escalated client issues.