Medicare Retention Agent

Company Overview
Agent Boost Marketing is a leading national insurance marketing organization licensed across all 50 states. We partner with numerous insurers and support thousands of agents and agencies in selling health, Medicare, and life insurance products. Our organization is committed to leveraging innovative technology, comprehensive training, and exceptional support to empower our team members and serve beneficiaries effectively.

Position Summary

The Medicare Sales Retention Representative is responsible for protecting and growing the company's existing Medicare book of business. This role focuses on policy effectuation and persistency by proactively engaging current clients, answering their questions, resolving concerns, and ensuring they remain confidently enrolled in the right plan. The Retention Representative will conduct regular check-in calls, save plans at risk of cancellation, reassess and change plans when a client's needs have shifted, and cross-sell ancillary products including dental, accident, and hospital indemnity plans to deepen client relationships and increase policy retention.

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.

Qualifications

• Active health and life insurance license required (or ability to obtain prior to start).
• Prior experience in Medicare sales, retention, or customer service strongly preferred.
• Proven ability to meet outbound call volume, sales, and retention KPIs in a metrics-driven environment.
• Strong communication, active listening, and objection-handling skills.
• Comfortable with high-volume outbound dialing and a fast-paced call center environment.
• Excellent organizational skills and attention to detail for documentation and compliance.
• Proficiency with CRM systems and basic computer applications.

Compensation

• 22$ per hour (overtime when needed)
• Commission structure based on retention and new business

Why Join Us

This role offers the opportunity to make a meaningful impact on clients' lives by helping them stay confidently covered, while building a rewarding career with growth potential, competitive base pay plus commission, and ongoing training and support.

Pay: $45,760.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Experience:

• Medicare Sales: 1 year (Preferred)

License/Certification:

• Health Insurance License (Required)

Ability to Commute:

• Tampa, FL 33618 (Required)

Work Location: In person

Salary : $45,760 - $80,000