Retention & Educational Specialist

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

We are seeking a motivated and customer-focused Medicare Insurance Agent to drive both member retention and new business growth. This role is responsible for building strong relationships with existing Medicare members, ensuring their ongoing satisfaction and coverage needs are met, while also identifying and enrolling new Medicare beneficiaries into appropriate health plans. The ideal candidate combines consultative sales skills with exceptional customer service and a passion for helping seniors navigate their healthcare options.

Job Description

Member Retention

• 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).

New Sales & Business Development

• 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.

Compliance & Administration

• 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.

Qualifications

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

Key Performance Indicators (KPIs)

• Member retention rate.
• New Medicare enrollments.
• Sales conversion rate.
• Member satisfaction scores.
• Lead follow-up and contact activity.
• Compliance and quality audit results.

Preferred Attributes

• 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.

Compensation & Benefits

• Competitive base salary plus commissions and performance incentives - base pay starting at $22.00/hour.
• Health, dental, and vision benefits.
• Paid time off and holidays.
• Ongoing training and professional development opportunities.
• Career advancement potential within a growing organization.

Success in this role requires balancing proactive member retention efforts with consistent new sales activity, creating long-term client relationships while achieving growth objectives.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.