Medicare Retention Lead - Peak Health

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Associate degree in healthcare, business, marketing or related field.

EXPERIENCE:

1. Five (5) years of experience related to Medicare Advantage product retention.

PREFERRED QUALIFICATIONS:

EXPERIENCE:

1. Seven (7) years in a Medicare Experience space working with strong knowledge and mechanics with Medicare product development for both MA and DSNP lines of Business

2. Extremely fast learner can pick up new content quickly and has knowledge of the Medicare industry and with DSNP population.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position. They are not intended to be constructed as an all-inclusive list of all responsibilities and duties. Other duties may be assigned.

1. Develop and implement, member retention programs designed to maximize member lifetime value and ensure members are enrolled in the most suitable plans.

2. Analyze membership data to identify trends, evaluate the effectiveness of retention initiatives, and recommend data-driven strategies for continuous improvement.

3. Enhance the member experience by addressing concerns, providing effective solutions, and reinforcing the value of plan benefits to minimize voluntary disenrollment.

4. Collaborate with cross-functional teams-including Sales, Marketing, Operations, Finance, and Legal-to align strategies and ensure successful program implementation.

5. Research and monitor industry best practices and competitive trends within the Medicare market to maintain innovative and effective retention strategies.

6. Ensure all strategies and program activities comply with federal and state regulations governing Medicare products, including bid filings and benefit design.

7. Maintain a strong understanding of Medicare Advantage products, and the regulatory environment.

8. Utilize data analytics to identify opportunities, measure outcomes, and drive actionable improvements in retention and engagement initiatives.

9. Coordinate and manage multiple concurrent projects, ensuring timely execution and alignment with organizational priorities.

10. Communicate effectively, both verbally and in writing, to collaborate and present strategic recommendations to leadership.

11. Work effectively within a matrixed organizational structure, fostering collaboration across multiple departments and functional areas.

PHYSICAL REQUIREMENTS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

WORKING ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Standard office environment.

2. Travel to the Peak Health Office will be mandated during certain meetings identified.

3. Remote work from home role.

SKILLS AND ABILITIES:

1. Strategic thinking and attention to detail around relationships, sales & retention.

2. Strong Teamwork ethics with internal team along with agent force in field.

3. Knowledge of regulations governing Medicare Advantage sales.

4. Demonstrated ability to build and maintain relationships.

5. Proficiency with Microsoft Office.

6. Ability to work in a fast-paced environment. Understanding of the Medicare Advantage sales process Experience working with a CRM system.

7. Proven retention results with Medicare members within the health insurance plan space.

8. Strong attention to detail, organized and thorough with a desire for continuous process improvements.

Additional Job Description:

Scheduled Weekly Hours:

Shift:

Exempt/Non-Exempt:

Company:

Cost Center: