Medicare Retention Specialist

Key Family of Companies•Newburgh, IN

2d•Onsite

About The Position

Senior Connection is looking for a customer-focused Medicare Retention Specialist to support existing clients, help them evaluate their Medicare coverage, and ensure they continue to receive exceptional service year after year. This rewarding role helps keep clients informed, engaged, and confident in their healthcare decisions. The 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. For more than 35 years, Senior Connection has proudly served Medicare beneficiaries throughout the Evansville community and around the country. We are a locally rooted agency built on trust, personal relationships, and a commitment to helping clients navigate their healthcare choices with confidence. Our team is dedicated to providing knowledgeable guidance and friendly, reliable support.

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.