AmeriLife logo
AmeriLife

Helping people live longer, healthier lives.

Retention & Educational Specialist

Customer Retention SpecialistCustomer SuccessFull TimeRemoteMid LevelTeam 1,001-5,000Since 1973H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

12 days ago

Salary

$22 / hour

Seniority

Mid Level

No structured requirement data.

Job Description

Retention & Educational Specialist

AmeriLife

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

Related Job Pages

More Customer Retention Specialist Jobs

AllOne Health logo

Intake Specialist

AllOne Health

AllOne Health is a leading provider of healthcare services that use state-of-the-art technology to support expert, compassionate care. In past hiring, the compa

Role Description AllOne Health is currently seeking an Intake Specialist to work remotely. This is a full-time, non-exempt position working Monday-Friday 3:00 PM - 11:30 PM EST. This is an entry-level position. AllOne Health’s EAP provides a number of services to clients, including: - Behavioral consultation - Counseling - Crisis intervention - Clinical referrals - Resource information - Case management The EAP Intake Specialist will: - Answer initial calls from clients initiating services - Assess the caller’s needs - Input demographic information into the EAP Expert database system - Transfer clients to on-staff counselors if they are in emotional distress or require clinical expertise - Find appropriate resources for clients - Connect clients to affiliate providers or EAP clinical staff for services Qualified candidates will: - Be capable of using IT support applications - Exhibit strong customer service skills - Demonstrate excellent common sense and good judgment - Be flexible with break and lunch times due to high call volume - Be comfortable working in a team environment - Be flexible with day-to-day job assignments Salary Range: $16.00 - $17.30 per hour. Qualifications - Excellent IT applications and database skills set - Outstanding interpersonal, communication, organizational, and problem-solving skills - Professional call center/scheduling experience a plus - Must have a reliable internet connection with a minimum download speed of 50Mbps and 10Mbps upload stream - Strong customer service commitment - Requisite experience with Microsoft Outlook & Office programs Requirements - Remain actively logged into on-call telephone queues as assigned - Use frontline customer service skills to determine the needs of clients - Screen for safety issues, domestic violence, substance abuse, and other high-risk considerations - Complete EAP Intake Forms in the EAP Expert database system - Assign EAP staff or affiliates to client cases when appropriate - Connect clients to affiliate providers or EAP staff professionals for services - Provide general information and referrals to subject matter experts - Demonstrate sensitivity to confidentiality and customer service needs Benefits - Immediate Medical, dental, and vision insurance - Paid time off - 401(k) retirement program with company match - Flexible Spending Accounts (FSA) - Company paid Life and Disability insurance programs - Employee Assistance Program (EAP)

EST (UTC-5)
$16 - $17 / hour
Cable ONE logo

Customer Care Specialist I - Business

Cable ONE

Cable One is now Sparklight, visit us at https://lnkd.in/gYiGXS3

Full TimeRemoteTeam 1,001-5,000Since 1986H1B Sponsor

Role Description Under general supervision and direction, the Business Care Specialist I serves as a consultative sales and service expert for business customers. This role resolves customer inquiries, escalations, and billing issues while proactively identifying opportunities to upsell, cross-sell, and recommend tailored solutions that align with the customer’s overall business needs. - Deliver high-quality, end-to-end customer support by resolving inquiries, escalations, and billing issues accurately and efficiently. - Act as a trusted advisor, uncovering customer needs through effective discovery and recommending the most appropriate products, services, and solutions. - Identify and execute upsell and cross-sell opportunities that enhance the customer’s experience, value, and long-term relationship with the company. - Ensure a seamless customer experience by coordinating service changes, installations, and post-installation support. - Own the customer interaction, resolving the reason for the call while expanding the conversation to address broader business needs. - Maintain accurate account documentation and leverage systems like Salesforce and ACP to track, manage, and optimize customer interactions and sales outcomes. - Collaborate with cross-functional teams to resolve complex issues and deliver integrated solutions. - Meet or exceed performance metrics, including revenue generation, conversion rates, customer satisfaction, and resolution time. - Demonstrate strong problem-solving, communication, and multitasking skills in a fast-paced, customer-first and sales-driven environment. Qualifications - High school diploma or equivalent. - 1-2 years of customer service or call center experience. - Experience supporting business-level (B2B) customers, preferred. - Proficiency with CRM and billing systems, including Salesforce and ACP. - MATHEMATICAL SKILLS - Ability to calculate figures and amounts such as discounts, prorations, and percentages. - LANGUAGE SKILLS - Ability to read and comprehend simple instructions and short correspondence. Ability to write simple correspondence with accurate grammar. Ability to articulate both, written and oral, information to customers, clients, and other associates of the organization. - REASONING ABILITY - Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. - Strong customer service skills with emphasis on phones and data entry preferred. - Ability to multi-task in a fast-paced environment with high autonomy, accountability, and reliability. Benefits - Medical, dental, and vision plans – start when you start! - Life insurance (self, spouse, children) - Paid time off (vacation, holiday, and personal/sick days) - 401(k) - 100% company match (match program starts immediately, up to 5% of eligible compensation) - Group Legal plan with Identity Theft Protection - Tuition reimbursement (up to $5,250 on 1st year) - Annual community support to various organizations across the U.S. - Associate recognition & awards programs - Advancement opportunities - Collaborative work environment

United States
ContractRemoteTeam 51-200H1B No Sponsor

• Work collaboratively with the clinical team and founders to improve our cutting edge digital care delivery model and develop patient retention strategies. • Take pride in delivering high quality care for patients going through our cardiac rehab program and our clinical studies. • Be knowledgeable of our different clinical programs, protocols, and policies. • Improved patient engagement and conversion rates through targeted outreach to highlight program progress, addressing concerns, and reinforcing program benefits. • Utilize motivational interviewing to address various financial/exercise barriers to continued participation in our program. • Provide support to our patients, empowering them to be accountable and take ownership of their rehabilitation. • Work collaboratively with our technology team to support a smooth experience for our patients and clients. • Be willing to do whatever it takes to ensure a great, engaging rehab experience for our patients.

United States
$20 - $27 / hour

Role Description Bist du bereit, in die Welt des Energiemarketings einzutauchen und deine Karriere auf das nächste Level zu bringen? Bei MNOPLUS Marketing GmbH, einem dynamischen Unternehmen im Herzen von Bochum, suchen wir eine*n engagierte*n Energie-Spezialist*in für den B2B-Bereich im Großkundensegment für E.ON. Mit einem Team von 40 motivierten Kolleg*innen bieten wir innovative Marketinglösungen für den Energiesektor an und helfen unseren Kund*innen, ihre Energiekosten effizient zu managen. - Kontaktieren von potentiellen Großkunden über diverse Kanäle (vorrangig Außendienst, Telefon, E-Mail). - Analyse der Energiebedarfe von B2B (Groß)-Kund*innen und Identifikation von Optimierungspotentialen. - Erstellung eines auf die Bedürfnisse des Unternehmens abgestimmten und individuellen Angebotes sowie entsprechende Vertragsverhandlungen. - Persönliche Betreuung des gesamten Prozesses bis zum Vertragsabschluss. Qualifications - Erfahrung im B2B-Vertrieb, idealerweise im Energiesektor - Kommunikationsstärke und Verhandlungsgeschick - Sicherer Umgang mit MS Office und CRM-Systemen - Reisebereitschaft innerhalb der Vertriebsregion (Nord-, Ost- und Süd-Deutschland) - Fließende Deutschkenntnisse in Wort und Schrift Benefits - Spannende und abwechslungsreiche Aufgaben in einem dynamischen Umfeld - Ein motiviertes und engagiertes Team - Raum für Eigeninitiative und persönliche Weiterentwicklung - Attraktive Vergütung und Benefits (z. B. Jobrad, Yogastunden, Mitarbeiterrabatte...) - Flexible Arbeitszeiten - Regelmäßige Teamevents Company Description MNOPLUS - wir verkaufen Energie!

Germany