Special Projects & Retention Specialist

Our Company Explore how you can contribute  over 50 years, Ameri Life 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 Special Projects & Retention Specialist is responsible for executing targeted sales, benefit activation, enrollment, and retention initiatives that support revenue generation and protect existing business. This role works assigned opportunities identified through provider partnerships, book of business analysis, agent and agency relationships, internal data, and other strategic initiatives. Key areas of focus may include Benefit Activation, benefit reviews, book of business retention, provider enrollment alignment, and other targeted sales projects.

This is an individual contributor role focused on execution, conversion, retention, and measurable results rather than prospecting or sourcing new opportunities.

• Execute assigned sales and retention projects from initial outreach through completion.
• Conduct benefit reviews and educate individuals on available products, benefits, and enrollment opportunities.
• Support Benefit Activation campaigns and follow up on incomplete opportunities.
• Work targeted book of business retention initiatives and assist with retaining eligible members and policies.
• Support provider enrollment alignment initiatives and assist eligible individuals through the enrollment process.
• Maintain consistent follow-up with assigned opportunities until a final outcome is reached.
• Accurately document calls, benefit reviews, enrollments, outcomes, and next steps.
• Maintain an organized pipeline of assigned opportunities.
• Meet established activity, conversion, enrollment, and retention goals.
• Identify recurring member concerns, objections, or barriers and communicate them to leadership.
• Participate in training, campaign reviews, and other assigned special projects.

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Strong customer service and relationship-building skills.
• Excellent organization, follow-up, and attention to detail.
• Comfortable working toward measurable sales, enrollment, and retention goals.
• Ability to manage multiple opportunities and priorities at one time.
• Basic proficiency with Microsoft Office, CRM systems, or similar technology.
• Ability to learn new products, benefits, systems, and processes quickly.
• Must obtain and maintain an active Health and Life insurance license within the first 60 days of employment. Continued employment in this role is contingent upon meeting this requirement.

• 1–2 years of experience in sales, customer service, healthcare, insurance, or another customer-facing role.
• Experience conducting outbound outreach or working toward sales or retention goals.
• Medicare, health insurance, or benefits experience.
• Existing Health and Life insurance license.

• Consultative sales
• Benefit education
• Relationship building
• Communication
• Follow-through
• Goal orientation
• Organization and pipeline management
• Attention to detail
• Problem solving
• Adaptability
• Coachability
• Accountability

• Benefit reviews completed
• Benefit Activation completion rates
• Enrollment volume and conversion
• Retention results
• Provider alignment enrollments
• Revenue generated or protected
• Outreach and follow-up completion
• Accuracy of documentation
• Achievement of project-specific goals

What Ameri Life Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement…