Special Projects & Retention Specialist

Amerilife Group, LLC; Nashville (TN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Retirement plan

Job summary

AmeriLife is seeking a Special Projects & Retention Specialist to execute targeted sales, benefit activation, enrollment, and retention initiatives. You will work with provider partnerships, book of business analysis, and internal data to drive revenue protection and measurable results.

The role focuses on execution, conversion, retention, and pipeline management, rather than prospecting new opportunities, with a strong emphasis on customer relationships and compliance with license requirements.

Qualifications

• High school diploma or equivalent required; a health insurance license is required within 60 days.
• Strong verbal and written communication with customer-service orientation.
• Ability to manage multiple opportunities and priorities while meeting targets.
• Proficiency with MS Office, CRM systems, and adapting to new tools quickly.

Responsibilities

• Execute assigned sales and retention projects from start to finish.
• Conduct benefit reviews and educate individuals on products and enrollment opportunities.
• Support Benefit Activation campaigns and follow up on incomplete opportunities.
• Maintain an organized pipeline and achieve activity, conversion and retention goals.
• Document calls, enrollments, outcomes and next steps accurately.
• Identify barriers and communicate insights to leadership; participate in training.

Skills

Consultative sales

Benefit education

Relationship building

Communication

Follow-through

Goal orientation

Organization

Pipeline management

Attention to detail

Problem solving

Adaptability

Coachability

Accountability

Education

High school diploma or equivalent

Active Health and Life insurance license

Tools

Microsoft Office

CRM systems

Job description

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary The Special Projects & Retention Specialist is responsible for executing targeted sales, benefit activation, enrollment, and retention initiatives that support revenue generation and protect existing business. This role works assigned opportunities identified through provider partnerships, book of business analysis, agent and agency relationships, internal data, and other strategic initiatives. Key areas of focus may include Benefit Activation, benefit reviews, book of business retention, provider enrollment alignment, and other targeted sales projects. This is an individual contributor role focused on execution, conversion, retention, and measurable results rather than prospecting or sourcing new opportunities.

Job Description

Job Responsibilities

• Execute assigned sales and retention projects from initial outreach through completion.
• Conduct benefit reviews and educate individuals on available products, benefits, and enrollment opportunities.
• Support Benefit Activation campaigns and follow up on incomplete opportunities.
• Work targeted book of business retention initiatives and assist with retaining eligible members and policies.
• Support provider enrollment alignment initiatives and assist eligible individuals through the enrollment process.
• Maintain consistent follow-up with assigned opportunities until a final outcome is reached.
• Accurately document calls, benefit reviews, enrollments, outcomes, and next steps.
• Maintain an organized pipeline of assigned opportunities.
• Meet established activity, conversion, enrollment, and retention goals.
• Identify recurring member concerns, objections, or barriers and communicate them to leadership.
• Participate in training, campaign reviews, and other assigned special projects.

Qualifications Required

• High school diploma or equivalent.
• Strong verbal and written communication skills.
• Strong customer service and relationship-building skills.
• Excellent organization, follow-up, and attention to detail.
• Comfortable working toward measurable sales, enrollment, and retention goals.
• Ability to manage multiple opportunities and priorities at one time.
• Basic proficiency with Microsoft Office, CRM systems, or similar technology.
• Ability to learn new products, benefits, systems, and processes quickly.
• Must obtain and maintain an active Health and Life insurance license within the first 60 days of employment. Continued employment in this role is contingent upon meeting this requirement.

Preferred

• 1–2 years of experience in sales, customer service, healthcare, insurance, or another customer-facing role.
• Experience conducting outbound outreach or working toward sales or retention goals.
• Medicare, health insurance, or benefits experience.
• Existing Health and Life insurance license.

Key Skills & Competencies

• Consultative sales
• Benefit education
• Relationship building
• Communication
• Follow-through
• Goal orientation
• Organization and pipeline management
• Attention to detail
• Problem solving
• Adaptability
• Coachability
• Accountability

Measures of Success

• Benefit reviews completed
• Benefit Activation completion rates
• Enrollment volume and conversion
• Retention results
• Provider alignment enrollments
• Revenue generated or protected
• Outreach and follow-up completion
• Accuracy of documentation
• Achievement of project-specific goals

What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers’ financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

• Honesty – We deal truthfully with all of our clients
• Integrity – We always do what is right for our clients
• Accountability – We put our clients’ needs first by taking take ownership of our actions
• Excellence – We do more than our jobs by going the extra mile for our clients
• Courage – We stand up for what is right