Retention Specialist

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

The Retention Specialist is the primary point of contact for the company’s Medicare house accounts without an active agent. This role answers incoming calls, assists clients with general questions, provides basic policy information, and supports plan updates as needed. The position also supports retention efforts by delivering timely, accurate service and helping clients navigate coverage changes smoothly.

Job Description

Essential Duties and Responsibilities

• Answer inbound calls and assist Medicare house accounts without assigned agents.
• Provide basic Medicare policy information and guide clients through plan updates or changes.
• Support retention through inbound and outbound calls, ensuring client satisfaction.
• Build rapport and deliver professional, solution-focused service on every call.
• Accurately enter and update client and company records.
• Respond promptly to emails and follow up on client inquiries.
• Perform administrative tasks such as data entry, and other tasks as needed.
• Help maintain efficient, organized office operations and a positive client experience.

Qualifications

• Active Life and Health insurance license required.
• Medicare sales experience with strong knowledge of Medicare products.
• High School Diploma or equivalent required.
• Proven customer service and/or sales experience, ideally in Medicare insurance.
• Excellent verbal and written communication with a professional phone presence.
• Comfortable explaining coverage options and assisting with plan changes.
• Skilled in client retention by identifying needs and offering effective solutions.
• Self-motivated, organized, and able to handle multiple tasks in a fast-paced remote environment.
• Proficient with CRM systems, phone systems, and standard office technology.

Success in This Role Looks Like

• Delivering friendly, professional, and solution-oriented service on every call.
• Accurately answering client questions and explaining Medicare policies.
• Efficiently assisting with plan updates while ensuring compliance.
• Proactively supporting retention and strengthening client relationships.
• Keeping accurate records and timely follow-up.
• Positively contributing to team goals and client satisfaction.

Pay: $22 / hr

 

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.