Medicare Retention Specialist
About The Position
Senior Connection is looking for a customer‑focused Medicare Retention Specialist to support our existing clients, help them evaluate their Medicare coverage, and ensure they continue to receive exceptional service year after year. This rewarding role helps keep our clients informed, engaged, and confident in their healthcare decisions. A valid Indiana Life and Health license is required. This full-time position is based in our Evansville, IN office and includes a full benefits package along with commission and bonus opportunities. Position Summary: The Medicare Retention Specialist is responsible for supporting and retaining existing Medicare clients by delivering exceptional service, conducting ongoing plan reviews, and proactively identifying opportunities to improve client coverage satisfaction. The specialist assists clients with evaluating Medicare Advantage, Supplement, and Prescription Drug Plan (PDP) options and facilitates applications for new coverage when appropriate.
Requirements
- A valid Indiana Life and Health license is required.
Responsibilities
- Build relationships with existing Medicare clients through ongoing outreach and exceptional service.
- Review clients' current Medicare plans and help them evaluate new or alternative coverage options.
- Assist clients with Prescription Drug Plan (PDP) reviews and annual plan updates.
- Support clients through enrollment processes during AEP, OEP, and Special Enrollment Periods.
- Track and report key retention metrics and client engagement activities.
- Identify potential retention risks and share insights with leadership.
- Partner with sales agents by managing client service needs so they can focus on new business.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
