Licensed Insurance Conservation Specialist We are seeking a Licensed Insurance Conservation Specialist to support existing healthcare customers who are considering canceling their current plans. In this role, you will take inbound calls, understand each customer's needs, identify retention opportunities, and help customers explore available coverage options within Client Healthcare. This position is ideal for someone who has strong sales and customer service experience, enjoys helping customers make informed decisions, and can thrive in a fast-paced call center environment.

Key Responsibilities

Receive inbound calls from existing Medicare Supplement customers who are looking to cancel their current policy. Ask thoughtful questions to understand the reason for the cancellation request. Complete a needs assessment to determine the best available options for the customer. Assist customers with applying for new coverage when appropriate. Support Under 65 customers as needed. Make outbound wellness check calls to existing customers. Identify opportunities to upsell or cross-sell available products when appropriate. Maintain strong knowledge of Medicare products, internal processes, and required procedures. Provide clear and accurate information while following all compliance requirements. Document customer interactions accurately across multiple systems. Participate in team meetings, trainings, and assigned sales projects. Provide feedback on market trends, customer needs, marketing campaigns, and plan operations. Maintain a positive, professional, and customer-focused approach at all times.

Required Qualifications

High School Diploma or GED required. Active Health Insurance License required. 1–2 years of sales or service experience. At least 2 years of telephonic customer service, sales, or call center experience. Ability to work in a high-volume call center environment. Strong verbal communication and active listening skills. Ability to complete a needs analysis and identify customer solutions. Strong attention to detail and accurate data entry skills. Ability to navigate multiple systems while speaking with customers. Proficiency with Microsoft Outlook, Excel, Word, and Teams. Ability to work independently in a remote environment. Must be adaptable, organized, and able to manage changing priorities. Must be able to follow scripts, tools, processes, and compliance guidelines. Must be available to work assigned shifts, including evenings, weekends, holidays, and overtime as needed. Remote Work Requirements Reliable cable broadband or fiber optic internet. Minimum internet speed of 10 Mbps download and 5 Mbps upload. Ability to use required technology, including laptop, camera, and desk phone.

Preferred Qualifications

Bachelor's degree preferred. Call center experience during AEP. Experience with Medicare Advantage, Medicare Supplement, Part D, ancillary products, or the healthcare insurance industry. Understanding of Healthspring Medicare products is a plus.

What We're Looking For

The ideal candidate is customer-focused, goal-oriented, and comfortable having consultative conversations over the phone. This person should be able to listen closely, build trust quickly, explain options clearly, and provide excellent service while meeting sales and retention goals. #TMCS