Retention Specialist

Position Overview

Our agents nationwide assist Final Expense and Medicare beneficiaries compare and enroll in Life, Medicare advantage plans, Medicare supplements, and prescription drug plans.

COVID-19 dramatically impacted our industry and exacerbated the trend of technology and remote selling. If you have been in the industry for years, you’ve noticed how quickly it’s changed. We’re creating new opportunities for agents to continue to be successful in this ever-changing space. We are seeking additional retention reps for our Lehi, UT location.

Using our CRM and dialer, make outbound calls and receive inbound calls from Medicare beneficiaries that are “at risk” or have questions regarding their Medicare benefits. Perform benefit comparisons and assist our current clients with enrollments into plans and products that are most suitable via our provided enrollment tool.

Analyze customer needs, address concerns, and ensure their satisfaction. Join our team today and be part of a dynamic and rewarding work environment.

• Competitive Industry Pay $25/hr.+ OT and commissions
• Target Annual Compensation of $60,000-$85,000
• Retention Bonus
• PTO and paid company holidays
• Dental and Vision
• 401k
• Professional Development
• Job Stability in a growing industry

• Possess a valid health/life/accident insurance license
• Possess a valid driver’s license and a source of reliable transportation.
• Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in maintaining client relationships.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and technology and computer proficiency including call center and CRM experience
• Previous experience in customer service or call center preferred

Full-time

$52,000.00 - $85,000.00 per year

• Health insurance
• Paid time off
• Vision insurance

• Bonus opportunities
• Commission opportunities

• Driver's License (Required)
• Life, Accident & Health Insurance License (Required)

Lehi, UT 84043 (Required)

To apply, please submit your resume along with a cover letter highlighting your relevant experience. We look forward to reviewing your application.