Medicare Retention Agent

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

Job Description

Key Responsibilities

• Make consistent outbound calls to current Medicare clients to support policy effectuation and ensure successful enrollment completion.
• Monitor and improve persistency by identifying at-risk policies and proactively reaching out before lapses or cancellations occur.
• Answer incoming questions from existing clients regarding benefits, claims, billing, plan details, and general account needs.
• Conduct scheduled follow-up and check-in calls with clients to maintain strong relationships and confirm satisfaction with their current plan.
• Identify clients whose needs have changed and recommend or process plan changes during applicable election periods.
• Execute save strategies for clients considering cancellation, addressing objections and reinforcing plan value.
• Cross-sell and upsell ancillary insurance products, including dental, accident, and final expense plans, based on client needs.
• Document all client interactions, outcomes, and plan changes accurately in the CRM system.
• Meet or exceed assigned outbound dialing metrics, sales KPIs, and retention/persistency requirements.
• Stay current on Medicare regulations, plan changes, and compliance requirements (CMS guidelines).
• Collaborate with sales, service, and compliance teams to resolve escalated client issues.

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 HR@AmeriLife.com.

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.