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.