Health & Life Insurance Retention Specialist (Remote)

Job Details

• Job Title: Retention Specialist / Re-Sales Representative – Individual Medical Plans

• Work Arrangement: 100% Virtual / Remote (Must have a private, quiet workspace)

• Work Schedule: Monday – Friday, shifts between 8:30 AM – 9:00 PM EST (Based on business needs; candidates must be flexible to work any shift. Possibility of weekends and OT).

• Training Schedule: 7:30 AM PST – 4:00 PM PST (Coordinated per time zone). Note: No time off requests will be accepted during training.

• Location: Open to candidates from all states.

• Patient/Member-Facing: No (Telephonic/Written outreach only).

Job Description

The Retention Specialist is responsible for re-selling Individual Medical Plans to existing members across all operating states. This role focuses heavily on increasing member retention and decreasing lapse rates by proactively consulting with at-risk members.

Key Responsibilities

• Provide detailed analysis identifying and promoting the value of the member's existing health plan.

• Counsel members on alternative plan options and make recommendations to align with their needs and budget.

• Proactively engage with members during rate increases, cancellation requests, or other periods where a member is at risk of leaving to prevent attrition.

• Partner with the Underwriting team to facilitate enrollment into alternate plan options when a selected plan becomes unavailable due to rate-ups or structural changes.

• Follow up on warm retention leads via outbound calls and formal written communications.

Position Requirements & Qualifications

Required Education & Experience

• Education: BA/BS degree OR an equivalent combination of education and experience.

• Experience: 3–4 years of Life & Health insurance experience within sales and/or member services.

Required Licenses & Technical Setup

• Licensure: Must hold a currently active Resident Health & Life Insurance License in at least one state. Must be willing and eligible to be licensed in all required states (the business will pay conversion/non-resident fees).

• Internet Infrastructure: High-speed internet with a minimum of 100 Mbps download speed.

• Connection Requirement: Wi-Fi is strictly prohibited. Must be able to connect via a hardwired short Ethernet cable directly into the router.

Preferred Skill Sets

• Proven background in Insurance Sales, Customer Service, or High-Volume Call Centers.

• Strong multi-tasking abilities with advanced IT skills (navigating multiple monitors and fast-paced systems simultaneously).

• Proficiency with Windows 11 and Microsoft Office Suite.

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