Medicare & Individual Marketing - Medicare Retention Specialist 176-1030

Community Care•Tulsa, OK

18h

About The Position

The Medicare Retention Specialist is responsible for retaining existing Medicare and Individual Health Plan members through proactive outreach, exceptional service, and personalized support. The role helps CommunityCare achieve membership growth and retention targets by building strong relationships with members and community partners and creating positive touchpoints that foster brand loyalty, satisfaction, and continued enrollment. The specialist provides member education and support, conducts outreach and retention activities, contributes to community engagement, coordinates with internal departments, maintains accurate marketing database records, and monitors retention trends and member feedback. The role also prepares and distributes retention and educational materials and performs other duties as assigned.

Requirements

Strong oral and written communication skills, including active listening and empathy.
Highly organized, with the ability to prioritize multiple tasks effectively.
Knowledge of Medicare Advantage and Individual Health Plan products and the ability to explain them clearly.
Proficiency in Microsoft Office applications and data entry systems.
Professionalism in member interactions, with the ability to maintain confidentiality and handle sensitive information.
Valid driver’s license and proof of vehicle insurance.
Successful completion of a Motor Vehicle Record (MVR) check.
Successful completion of a Health Care Sanctions background check.
High school diploma or equivalent required.
Minimum 4 years of experience in insurance, healthcare, customer service, marketing, or a related field.
At least 2 years in a customer service or member retention role, preferably in healthcare or insurance.
Licensed Life and Health Insurance Agent in the State of Oklahoma, or ability to obtain the license within 45 days of hire.

Nice To Haves

Bilingual skills.
Associate’s or bachelor’s degree.

Responsibilities

Conduct proactive outreach to current members, including onboarding calls one week post-enrollment, during the effective week, and 60 days after the effective date, to assess satisfaction, address concerns, and promote continued enrollment.
Conduct benefit meetings, new member orientation sessions, ANOC (Annual Notice of Change) meetings, and other educational events to inform members about CommunityCare benefits and offerings.
Contact at-risk members with outbound retention calls and educate them about plan benefits, value, and available resources.
Receive inbound calls from members with questions about benefits, coverage, or renewal processes, providing high-quality service and resolving issues.
Build and maintain community partnerships, such as with senior centers and health systems, to support retention initiatives and promote CommunityCare.
Coordinate and participate in wellness activities, health benefit fairs, and other member engagement events throughout the service area.
Work with sales, marketing, customer service, and other internal departments to support smooth transitions for new enrollees and resolve member concerns.
Communicate and validate the value of CommunityCare benefits, resources, and brand with members and community partners.
Accurately and promptly update and maintain member records in the marketing database.
Monitor and report retention trends, member feedback, and opportunities for improvement.
Prepare and distribute retention and educational materials as needed.
Perform other duties as assigned.