Licensed Medicare Retention Specialist

Job Summary

A company is looking for a Retention Specialist to support Medicare house accounts and enhance client retention efforts.

Key Responsibilities

• 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

Required Qualifications

• 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
• Self-motivated, organized, and able to handle multiple tasks in a fast-paced remote environment