Special Projects & Retention Specialist

AmeriLife•Nashville, TN

About The Position

The Special Projects & Retention Specialist executes targeted sales, benefit activation, enrollment, and retention initiatives that generate revenue and protect existing business. The role works assigned opportunities identified through provider partnerships, book-of-business analysis, agent and agency relationships, internal data, and other strategic initiatives. Focus areas may include benefit activation, benefit reviews, book-of-business retention, provider enrollment alignment, and other targeted sales projects. This is an individual-contributor role centered on execution, conversion, retention, and measurable results rather than prospecting or sourcing new opportunities. Performance may be evaluated based on benefit reviews completed, Benefit Activation completion rates, enrollment volume and conversion, retention results, provider alignment enrollments, revenue generated or protected, outreach and follow-up completion, documentation accuracy, and achievement of project-specific goals.

Requirements

High school diploma or equivalent.
Strong verbal and written communication skills.
Strong customer service and relationship-building skills.
Excellent organization, follow-up, and attention to detail.
Comfort working toward measurable sales, enrollment, and retention goals.
Ability to manage multiple opportunities and priorities at one time.
Basic proficiency with Microsoft Office, CRM systems, or similar technology.
Ability to learn new products, benefits, systems, and processes quickly.
Must obtain and maintain an active Health and Life insurance license within the first 60 days of employment; continued employment is contingent upon meeting this requirement.

Nice To Haves

1–2 years of experience in sales, customer service, healthcare, insurance, or another customer-facing role.
Experience conducting outbound outreach or working toward sales or retention goals.
Medicare, health insurance, or benefits experience.
Existing Health and Life insurance license.

Responsibilities

Execute assigned sales and retention projects from initial outreach through completion.
Conduct benefit reviews and educate individuals on available products, benefits, and enrollment opportunities.
Support Benefit Activation campaigns and follow up on incomplete opportunities.
Work targeted book-of-business retention initiatives and assist with retaining eligible members and policies.
Support provider enrollment alignment initiatives and assist eligible individuals through the enrollment process.
Maintain consistent follow-up with assigned opportunities until a final outcome is reached.
Accurately document calls, benefit reviews, enrollments, outcomes, and next steps.
Maintain an organized pipeline of assigned opportunities.
Meet established activity, conversion, enrollment, and retention goals.
Identify recurring member concerns, objections, or barriers and communicate them to leadership.
Participate in training, campaign reviews, and other assigned special projects.