[Remote] Retention & Educational Specialist

Note: The job is a remote job and is open to candidates in USA. AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. They are seeking a motivated and customer-focused Medicare Insurance Agent to enhance member retention and drive new business growth by building strong relationships with Medicare members and enrolling new beneficiaries into suitable health plans.

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

Skills

• Active Health and Life Insurance License (required)
• AHIP certification and carrier certifications (or ability to obtain)
• 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
• Minimum 1–3 years of Medicare sales, insurance sales, or related customer service experience preferred
• 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

Benefits

• 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.

Company Overview