Member Services / Retention Specialist – Medicare Agency

Member Services / Retention Specialist – Medicare Agency

We are a rapidly growing Medicare insurance agency looking for a highly organized, detail-oriented Member Services / Retention Specialist to help support our clients and agents behind the scenes.

This is NOT a high-volume cold calling role. This position is focused on client support, retention, policy review, follow-up coordination, and administrative operations.

The ideal candidate is:

• Extremely organized
• Coachable and punctual
• Comfortable multitasking between systems
• Professional on the phone
• Calm under pressure
• Strong with follow-up and documentation
• Able to learn quickly in a fast-paced office environment

Responsibilities:

• Assist clients with policy and enrollment follow-ups
• Handle retention and member service calls
• Review policy information and coverage updates
• Manage spreadsheets, Google Drive files, and CRM systems
• Perform detailed data entry and documentation
• Coordinate with agents and management to resolve client issues
• Track pending items and ensure tasks are completed accurately
• Help protect client satisfaction and long-term retention

Preferred Qualifications:

• Customer service or call center experience preferred
• Medicare/insurance experience is a plus but not required
• Strong computer and organizational skills
• Ability to handle sensitive client information professionally
• Reliable attendance and strong communication skills

What We Offer:

• Fast-growing office with advancement opportunities
• Supportive and team-oriented environment
• Hands-on training
• Opportunity to grow into leadership/operations roles over time

This position is ideal for someone who takes pride in being dependable, organized, and trusted with important responsibilities.

Pay: $40,000.00 - $70,000.00 per year

Work Location: In person