Retention & Educational Specialist

AmeriLife • Remote, FL, MA

2d • Onsite

About The Position

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary We are seeking a motivated and customer-focused Medicare Insurance Agent to drive both member retention and new business growth. This role is responsible for building strong relationships with existing Medicare members, ensuring their ongoing satisfaction and coverage needs are met, while also identifying and enrolling new Medicare beneficiaries into appropriate health plans. The ideal candidate combines consultative sales skills with exceptional customer service and a passion for helping seniors navigate their healthcare options.

Requirements

• Active Health and Life Insurance License (required).
• AHIP certification and carrier certifications (or ability to obtain).
• Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred.
• Strong understanding of Medicare Advantage, Medicare Supplement, and Prescription Drug Plans.
• Excellent communication, presentation, and relationship-building skills.
• Ability to work independently while managing multiple priorities.
• Proficiency with CRM systems, Microsoft Office, and virtual communication tools.
• Strong problem-solving and customer retention skills.

Nice To Haves

• Passion for serving seniors and helping individuals understand healthcare coverage options.
• Self-motivated, goal-oriented, and results-driven.
• Strong consultative sales approach focused on long-term relationships.
• Ability to build trust and credibility with diverse populations.

Responsibilities

• Maintain regular contact with existing Medicare members to strengthen relationships and improve member satisfaction.
• Conduct annual policy reviews to ensure members remain enrolled in plans that best meet their healthcare and financial needs.
• Proactively address member concerns, questions, and service issues to reduce disenrollment.
• Educate members on plan benefits, coverage changes, and available resources.
• Identify cross-selling and upselling opportunities when appropriate.
• Support members during Annual Enrollment Period (AEP), Open Enrollment Period (OEP), and Special Enrollment Periods (SEPs).
• Generate and manage a pipeline of Medicare prospects through referrals, networking, community outreach, marketing campaigns, and lead follow-up.
• Conduct needs-based consultations to educate beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and related products.
• Present plan options clearly and compliantly, helping prospects make informed enrollment decisions.
• Meet or exceed monthly, quarterly, and annual sales goals.
• Attend community events, seminars, health fairs, and educational meetings to generate new business opportunities.
• Maintain accurate records of prospect interactions, enrollments, and follow-up activities within CRM systems.
• Adhere to all CMS regulations, carrier guidelines, and company compliance requirements.
• Complete all required certifications, licensing, and training programs.
• Maintain accurate documentation of sales and service activities.
• Protect confidential member information in accordance with HIPAA regulations.

Benefits

• Competitive base salary plus commissions and performance incentives - base pay starting at $22.00/hour.
• Health, dental, and vision benefits.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.
• Career advancement potential within a growing organization.
• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed