Integritymarketing
Member Retirement Coordinator
Scottsdale, AZ
Sponsorship not specifiedDetected 27 days ago
ComplianceCRMOutbound SalesCustomer SupportHIPAACommunicationCollaborationProblem SolvingTime ManagementMicrosoft Office
About the role
- The Member Retirement Coordinator (Career Licensed Only Agent - LOA) serves as a trusted resource and frontline advisor for individuals approaching retirement and Medicare eligibility.
- In this role, you will actively engage, educate, and guide prospective and existing members through key healthcare milestones, including Medicare enrollment timelines, plan options, and coverage transitions.
- Supporting a growing book of over 10,000 clients, you will play a critical role in driving member acquisition, retention, and satisfaction by delivering personalized guidance that empowers confident healthcare decisions and long-term loyalty.
Responsibilities
- Coordinate follow-up activities to ensure members receive timely information and support.
- Build strong relationships with prospective and existing members.
- Western Asset Protection (WAP) is a national Field Marketing Organization (FMO) supporting more than 2,500 agents, 75+ agencies, and 25+ carrier partners across all 50 states.
Requirements
- High School Diploma or GED required; associate or bachelor's degree preferred.
Nice to have
- Experience working with Medicare Advantage, Medicare Supplement, or Part D plans.
- Experience supporting insurance agents, brokers, or enrollment teams.
- Bilingual Spanish/English skills preferred.
- Familiarity with HIPAA and CMS compliance requirements.
- Core Competencies
- Customer Service Excellence
- Medicare Knowledge
- Communication Skills
Compensation
- Assist members in preparing for Medicare Initial Enrollment Periods (IEP), Special Enrollment Periods (SEP), and Annual Enrollment Period (AEP) activities.
Benefits
- Integrity Marketing Group is one of the nation's leading independent distributors of life and health insurance products focused on serving the senior market.
- WAP specializes in helping agents, agencies, and consumers navigate Medicare and health insurance solutions through innovative technology, training, and service.
- As part of the Integrity family of companies, WAP combines deep industry expertise with a commitment to helping people protect their health, wealth, and future.
- Minimum 2 years of customer service, healthcare, insurance, retirement services, Medicare, or related experience.
- Serve as a primary point of contact for individuals approaching Medicare eligibility and retirement.
- Conduct outbound and inbound communications regarding retirement and Medicare-related opportunities.
- Help members understand key healthcare terminology and retirement-related insurance concepts.
- Retirement Transition Coordination
- Guide individuals through retirement healthcare planning milestones.
- Track member interactions and maintain accurate records throughout the retirement transition journey.
Company info
- Document all member interactions according to company compliance standards.
Apply directly at Integritymarketing →Create a free account for alerts like thisView Integritymarketing immigration profile
This listing is sourced directly from Integritymarketing's careers page and normalized into a canonical job model.