Medicare Retention Specialist

Job Overview

We are seeking a dedicated and customer-focused Medicare Retention Specialist to join our team. The ideal candidate will play a vital role in maintaining and strengthening client relationships through effective communication, personalized support, and strategic engagement. This position offers an opportunity to utilize your excellent communication skills, sales experience, and multilingual abilities to enhance customer satisfaction and loyalty. The Medicare Retention Specialist will handle inbound and outbound calls, provide exceptional customer service, and support client retention initiatives in a dynamic environment.

Responsibilities

• Engage with existing clients via phone, email, and chat to address inquiries, resolve issues, and promote retention strategies
• Conduct outbound calling campaigns to reconnect with at-risk clients and offer tailored solutions
• Maintain accurate records of customer interactions using data entry and CRM systems
• Provide exceptional customer support by understanding client needs and delivering personalized service
• Assist with client onboarding, account updates, and follow-up communications
• Collaborate with sales and support teams to develop retention plans and improve customer experience
• Utilize tools to generate reports, analyze customer data, and track engagement metrics
• Demonstrate strong phone etiquette, communication skills, and professionalism during all interactions
• Handle cash or payment processing when necessary with accuracy and integrity
• Contribute to continuous improvement initiatives by analyzing customer feedback and suggesting enhancements

Experience

• Health Insurance license and Medicare experience required
• Previous call center experience or roles involving outbound calling is preferred
• Proven customer service or client support background demonstrating excellent communication skills
• Bilingual abilities (English plus additional languages) are highly desirable to serve diverse client bases
• Familiarity with Microsoft Office applications such as Word, Excel, and Outlook; proficiency in data entry and analysis skills are a plus
• Experience in sales or upselling techniques is advantageous but not required
• Strong typing skills (speed and accuracy) along with good phone etiquette are essential
• Knowledge of customer relationship management (CRM) systems or similar platforms is beneficial

Join our team as a Medicare Retention Specialist if you are passionate about delivering outstanding customer service, building lasting relationships, and contributing to company growth through strategic client engagement.

Job Types: Full-time, Permanent

Pay: $25.00 per hour

Expected hours: 40 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person