Member Retirement Coordinator

Member Retirement Coordinator

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. This position also offers the opportunity to identify and support additional sales opportunities, including cross-selling and referrals, while partnering closely with licensed agents to contribute to overall revenue growth and expanded member relationships.

Primary Responsibilities:

• Serve as a primary point of contact for individuals approaching Medicare eligibility and retirement.
• Educate members on Medicare enrollment timelines, eligibility requirements, and available coverage options.
• Conduct outbound and inbound communications regarding retirement and Medicare-related opportunities.
• Schedule consultations between prospective members and licensed insurance agents.
• Help members understand key healthcare terminology and retirement-related insurance concepts.
• Provide exceptional service while maintaining a consultative and empathetic approach.
• Guide individuals through retirement healthcare planning milestones.
• Assist members in preparing for Medicare Initial Enrollment Periods (IEP), Special Enrollment Periods (SEP), and Annual Enrollment Period (AEP) activities.
• Coordinate follow-up activities to ensure members receive timely information and support.
• Track member interactions and maintain accurate records throughout the retirement transition journey.
• Identify potential gaps in coverage and connect members with appropriate licensed professionals.
• Build strong relationships with prospective and existing members.
• Establish trust through proactive communication and responsive service.
• Collaborate with insurance agents and sales teams to ensure a positive membership.
• Follow up on member inquiries, questions, and service requests.
• Support member retention initiatives through ongoing engagement and education.
• Maintain accurate member records within CRM and enrollment systems.
• Document all member interactions according to company compliance standards.
• Coordinate appointments, educational events, webinars, and retirement planning workshops.
• Generate reports and track key performance metrics related to member engagement and retention.
• Assist with special projects and member outreach campaigns.
• Follow Medicare, CMS, HIPAA, and company compliance requirements.
• Protect confidential member information and ensure proper handling of personal health information.
• Stay current on Medicare regulations, product updates, enrollment requirements, and industry trends.
• Ensure all communications are compliant and accurately documented.

Required Qualification:

• High School Diploma or GED required; associate or bachelor's degree preferred.
• Minimum 2 years of customer service, healthcare, insurance, retirement services, Medicare, or related experience.
• Strong communication and interpersonal skills.
• Excellent organizational and time management abilities.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office products and CRM systems.
• Strong attention to detail and documentation accuracy.
• Ability to maintain confidentiality and professionalism.

Preferred Qualifications:

• Medicare, health insurance, or retirement planning experience.
• Current or previously held Life and Health Insurance License.
• 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

• Member Advocacy
• Customer Service Excellence
• Retirement Readiness Education
• Medicare Knowledge
• Relationship Building
• Communication Skills
• Problem Solving
• Attention to Detail
• Organization & Time Management
• Compliance Awareness
• Team Collaboration

Success Measures

• Success in this role may be measured by:
• Member satisfaction and service quality scores
• Timely completion of retirement outreach activities
• Appointment conversion and engagement metrics
• Retention and relationship-building effectiveness
• Accuracy of member records and documentation
• Compliance adherence and audit results
• Successful support of retirement and Medicare enrollment initiatives

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.