• 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). • 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.

• Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. • Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. • Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. • Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. • Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. • Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. • Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. • Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. • Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. • Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.

Role Description Resource Innovations is seeking a Customer Service and Rebate Processing Specialist to join our growing dynamic team. As a Customer Service and Rebate Processing Specialist, you will be providing customer service support over calls and email. You will also support data entry into various database applications. - Receive data and sourcing documents, compile, sort, interpret, and verify data to be entered. - Provide basic troubleshooting and recommend solutions. - Maintain electronic and hard-copy filing system of applications, rebates, and other supporting documents. - Communicate effectively as part of a team approach with other departments in servicing customers. - Provide customer service activities such as responding to emails and phone calls. - Other duties as assigned. Qualifications - High school diploma or equivalency. - 6-12 months of related work experience in a call center environment. - Fluent in English. - Interest in sustainability and passionate about making a meaningful impact on the environment. Requirements - Reliable high-speed internet service and the ability to maintain a secure, consistent home internet connection that supports daily job responsibilities, including video conferencing, collaboration tools, and other work-related systems is required. - For optimal performance, a minimum internet speed of 50 Mbps download and 5 Mbps upload is required, with 70+ Mbps download preferred. - Connection stability is essential. Satellite and mobile internet connections may not provide the reliability necessary for roles requiring frequent video conferencing, VoIP communications, or other real-time collaboration activities. Benefits - Competitive salaries based on a candidate's skills, experience, and qualifications for the position. - The compensation range for the base salary for this position is $17-$21/hour. - Employees may be eligible for a discretionary annual bonus. - Comprehensive benefits package designed to promote health, financial security, and work-life balance. - Three weeks of paid vacation annually. - Paid holidays. - 401(k) retirement plan with employer match. - Medical, dental, and vision coverage. - Parental leave. - Employee assistance program. - Commuter benefits and additional supplemental offerings.

Role Description We are looking for a highly motivated and results-driven CRM & Retention Strategist to join our team. In this role at Common Thread Collective (CTC), you will hold a central strategic position, supporting our clients in achieving sustainable and scalable growth. Your primary mission is to generate consistent, predictable revenue through retention-led initiatives—leveraging data-driven insights to build accurate forecasts, inform strategic decisions, and maintain reliable performance. - Your expertise is essential, encompassing both our proprietary forecasting frameworks and the core principles of retention marketing. - You serve as a strategic partner to clients across all facets of retention. - You articulate the logic behind our recommendations clearly and convincingly. - You champion CTC’s retention philosophy and the systems that operationalize it. - You excel at tackling complex problems and take full ownership of results. - You are dedicated to building, refining, and scaling impactful retention programs. Qualifications - At least 2 years of hands-on experience in email and SMS marketing. - A minimum of 2 years of experience in retention marketing. - A minimum of 2 years of hands-on experience using Klaviyo. Requirements - Be willing to put in the hard work required and be hungry enough to go through the kick off. - Ability to take feedback and implement it fast. - Finish the work to the fullest with quality and on time. - Perseverance and learning from repetitive tasks. - Align with the team and contribute to the team called Brain Trust for Ideas across clients. - Manage, align & work with the team members of your pod. - Ability to organize, prioritize, and manage multiple tasks with great attention to detail. - Responsible for the execution of the Prophit system for your clients. - Combine data analysis and feedback from clients to develop strategic plans for the future. - Responsible for the implementation of CTC's Email and SMS best practices. - Ensure deliverables are on-brand 100% of the time. - Responsible for sending daily performance updates to the client. Benefits - First 30 days – $2K (Part-time transition phase). - Days 31–60 – $3K (Full-time start). - Days 61–90 – 4-6k base salary + monthly bonus. - 15% revenue share on additional revenue above target. - Opportunity to earn up to six figures within 12 months. - Access a weekly performance dashboard to see exactly where you stand. - Pay transparency is upheld for all team members.