Medicare Retention Specialist: Grow Membership & Loyalty

CommunityCare HMO Inc.; Tulsa (OK); On-site; USD 42,000 - 54,000; Full time

Job summary

CommunityCare HMO Inc. is seeking a Retention Specialist in Tulsa, OK to retain Medicare and Individual Health Plan members through proactive outreach and personalized support.

The role focuses on building relationships with members and community partners to foster loyalty and sustained enrollment. Responsibilities include conducting onboarding calls, benefit meetings, at-risk member outreach, and collaborating with internal teams to ensure high-quality service.

Qualifications

• 4+ years of experience in insurance, healthcare, customer service, marketing, or related field.
• At least 2 years in a customer service or member retention role, preferably in healthcare or insurance.
• Licensed Life and Health Insurance Agent in the State of Oklahoma, or ability to obtain license within 45 days of hire.

Responsibilities

• Proactively contact current members for onboarding calls and follow-ups to assess satisfaction and promote continued enrollment.
• Lead benefit meetings and orientation sessions to educate members on CommunityCare benefits.
• Make outbound retention calls to at-risk members and provide information on plan benefits and resources.
• Handle inbound calls about benefits, coverage, or renewals with high-quality service and issue resolution.
• Build partnerships with community organizations to support retention initiatives.
• Coordinate wellness activities and member engagement events across the service area.
• Collaborate with sales, marketing, and customer service to ensure smooth transitions for new enrollees.

Skills

Active listening

Empathy

Organizational skills

Healthcare knowledge

Bilingual

Education

High School Diploma or equivalent

Associate’s or Bachelor’s degree preferred

Licensed Life and Health Insurance Agent (OK) or ability to obtain in 45 days

Job description

CommunityCare HMO Inc. is seeking a Retention Specialist in Tulsa, OK to retain Medicare and Individual Health Plan members through proactive outreach and personalized support.

The role focuses on building relationships with members and community partners to foster loyalty and sustained enrollment. Responsibilities include conducting onboarding calls, benefit meetings, at-risk member outreach, and collaborating with internal teams to ensure high-quality service.