Retention Specialist
AmeriLife
full-time
Posted on:
Location Type: Remote
Location: Florida • Massachusetts • United States
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Salary
💰 $22 per hour
About the role
- Answer inbound calls and assist Medicare house accounts without assigned agents.
- Provide basic Medicare policy information and guide clients through plan updates or changes.
- Support retention through inbound and outbound calls, ensuring client satisfaction.
- Build rapport and deliver professional, solution-focused service on every call.
- Accurately enter and update client and company records.
- Respond promptly to emails and follow up on client inquiries.
- Perform administrative tasks such as data entry, and other tasks as needed.
- Help maintain efficient, organized office operations and a positive client experience.
Requirements
- Active Life and Health insurance license required.
- Medicare sales experience with strong knowledge of Medicare products.
- High School Diploma or equivalent required.
- Proven customer service and/or sales experience, ideally in Medicare insurance.
- Excellent verbal and written communication with a professional phone presence.
- Comfortable explaining coverage options and assisting with plan changes.
- Skilled in client retention by identifying needs and offering effective solutions.
- Self-motivated, organized, and able to handle multiple tasks in a fast-paced remote environment.
- Proficient with CRM systems, phone systems, and standard office technology.
Benefits
- PTO
- medical
- dental
- vision
- retirement savings
- disability insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Medicare sales experienceknowledge of Medicare productsdata entryclient retentioncustomer servicesales experience
Soft Skills
excellent verbal communicationexcellent written communicationprofessional phone presenceself-motivatedorganizedability to handle multiple taskssolution-focused servicerapport building
Certifications
Active Life and Health insurance license