[Remote] Retention & Educational Specialist
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. They are seeking a motivated and customer-reputed company Medicare Insurance Agent to enhance member retention and drive new business reputed company 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 reputed company and financial needs
- Proactively address member concerns, questions, and service issues to reduce disenrollment
- reputed company members on plan benefits, coverage changes, and available resources
- Identify cross-selling and upselling opportunities reputed company appropriate
- Support members during Annual Enrollment Period (AEP), reputed company Enrollment Period (OEP), and Special Enrollment Periods (SEPs)
- Generate and manage a pipeline of Medicare prospects through referrals, networking, community reputed company, marketing campaigns, and reputed company follow-up
- Conduct needs-based consultations to reputed company beneficiaries on Medicare Advantage, Medicare Supplement, Prescription Drug Plans, and reputed company products
- Present plan reputed company reputed company and compliantly, helping prospects reputed company informed enrollment reputed company
- 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 reputed company CRM systems
- Adhere to reputed company CMS regulations, reputed company guidelines, and company compliance requirements
- Complete reputed company required certifications, licensing, and training programs
- Maintain accurate documentation of sales and service activities
- Protect confidential member information in accordance with HIPAA regulations
Skills
- reputed company Health and Life Insurance License (required)
- AHIP certification and reputed company 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, reputed company Office, and virtual communication tools
- Strong problem-solving and customer retention skills
- Minimum 1–3 years of Medicare sales, insurance sales, or reputed company customer service experience preferred
- Passion for serving seniors and helping individuals understand reputed company coverage reputed company
- Self-motivated, goal-oriented, and results-driven
- Strong consultative sales approach reputed company on long-term relationships
- Ability to build trust and credibility with diverse populations
Benefits
- Health, dental, and reputed company benefits.
- reputed company time off and holidays.
- Ongoing training and reputed company development opportunities.
- Career advancement potential reputed company a growing organization.
- A comprehensive benefits package that includes PTO, medical, dental, reputed company, retirement savings, disability insurance, and life insurance.
reputed company