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Retention Associate Jobs in New York (NOW HIRING)

mycenters

Outreach and Retention Associate

Staten Island, NY · On-site

$42K - $49K/yr

Outreach and Retention Associate (ORA)-Medicare Advantage CPHL is a Medicare Advantage Prescription Drug plan serving Medicare eligible beneficiaries living in the 5 boroughs of New York City, Erie ...

Boll & Branch

Sr. Associate, Retention

Summit, NJ · On-site +1

$56K - $80K/yr

As the Senior Retention Associate (Lifestyle Marketing), you will play a key role in driving customer retention, repeat purchase behavior, and customer lifetime value across Email, SMS, and Direct ...

BronxWorks

Retention Assistant

Bronx, NY · On-site

$41K - $53K/yr

Associate's degree required. Bachelor's degree preferred. * A minimum of (1) year administrative ... Providing direct administrative and retention support to Center for Achieving Future Education ...

voagny

Retention Specialist

Bronx, NY · On-site

Retention Specialist The Retention Specialist for the Career Access Program will play a pivotal ... Associate degree or 60 college credits courses in the human services field, or high school diploma ...

voagny

Retention Specialist

Bronx, NY

Retention Specialist The Retention Specialist for the Career Access Program will play a pivotal ... Associate degree or 60 college credits courses in the human services field, or high school diploma ...

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Retention Associate information

What is a retention associate?

Retention Associates are professionals who focus on maintaining and improving customer loyalty for a company. Their main responsibilities include reaching out to existing customers, addressing their concerns, and offering solutions to prevent them from leaving the company. They often work in customer service or sales departments and use their communication skills to resolve issues and ensure customer satisfaction. Retention Associates play a vital role in reducing customer churn and supporting company growth.

What skills and qualifications are needed to be a retention associate?

To thrive as a Retention Associate, you need strong customer service skills, analytical abilities, and a background in sales or customer support, often supported by a relevant degree. Familiarity with CRM software, customer engagement tools, and data analysis platforms is typically required. Excellent communication, problem-solving, and emotional intelligence are vital soft skills for building rapport and addressing customer concerns. These skills are crucial for minimizing customer churn, enhancing satisfaction, and sustaining company growth.

What are common challenges faced by retention associates, and how can they be addressed?

Retention Associates often encounter the challenge of engaging customers who are considering leaving a service or subscription. Handling difficult conversations, understanding customer concerns, and tailoring retention strategies require strong communication and problem-solving skills. Building rapport quickly and demonstrating empathy are essential for success. Many companies provide ongoing training, mentorship, and data-driven tools to help Retention Associates overcome these challenges and achieve their targets.

What is the difference between Retention Associate vs Customer Service Representative?

AspectRetention AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer customer service experienceHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice setting, often in finance, telecom, or subscription servicesCall centers, retail, or office environments across various industries
Employer & Industry UsageCommon in subscription-based industries, telecom, financeWidely used across retail, telecom, healthcare, and service sectors
Common Search & Comparison IntentOften compared for roles focused on customer retention and loyaltyCompared for roles emphasizing customer support and issue resolution

While both roles involve interacting with customers, a Retention Associate primarily focuses on retaining customers through proactive engagement and loyalty strategies, whereas a Customer Service Representative handles general inquiries and resolves issues. Understanding these differences helps job seekers find roles aligned with their skills and career goals.

What are the most commonly searched types of Retention jobs in New York?

The most popular types of Retention jobs in New York are:

What are popular job titles related to Retention Associate jobs in New York?

For Retention Associate jobs in New York, the most frequently searched job titles are:

What job categories do people searching Retention Associate jobs in New York look for?

The top searched job categories for Retention Associate jobs in New York are:

What cities in New York are hiring for Retention Associate jobs?

Cities in New York with the most Retention Associate job openings:

Retention Associate jobs near you
Infographic showing various Retention Associate job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Outreach and Retention Associate

mycenters

Staten Island, NY • On-site

$42K - $49K/yr

Full-time

Re-posted 28 days ago

Job description

Outreach and Retention Associate (ORA)–Medicare Advantage  
 

CPHL is a Medicare Advantage Prescription Drug plan serving Medicare eligible beneficiaries living in the 5 boroughs of New York City, Erie and Nassau County.  

If you are a professional, self-motivating, NYS DFS licensed producer*, CPHL has an excellent opportunity for you to advance your career. 

 

Overview: 
 

This position is responsible to provide a concierge experience to our members by providing new members additional education and helping them access the benefits that they enrolled for, The ORA role will assist with services post-sales and add to the members satisfaction thus, ultimately reducing member’s cancellations and dis-enrollments. 
 

The ORA ensures that new members understand plan details and which options they are eligible for, answers inquiries related to all CPHL products, Conducts Disenrollment Surveys and documents resulting actions and comments.  


In addition, the ORA’s role will also be to generate leads, assign appointments and document Scope of Appointment eligibility via the ORA hotline. 


Responsibilities: 
 

  • Create a unique member experience  
  • Conduct Outreach calls to existing MLTC members and generate leads to the MA unit 
  • Conduct Outreach calls to all prospect leads generated via marketing or lead purchase mediums  
  • Assign prospective appointments to Licensed Benefits Advisors when applicable 
  • Daily outreach to new members to reeducate them and orient them on the CPHL benefits and health delivery system access. 
  • Conduct daily surveys to members who have submitted a dis-enrollment request and document the reasons. 
  • Conduct weekly member education over the phone, at their home and/or in the field i.e. COV and Events. 
  • Set up PCP appointments and assist with logistics such as OTC and Transportation benefits 
  • Assist members with Medicaid Eligibility when warranted by working and coordinating with key departments 
  • Ensure potential members understand plan process and access details and options they are eligible for,  
  • Answer inquiries related to all CPHL Medicare products *Licensed Agents Only. 
  • Educate potential members about Medicare Advantage/ Special Needs Plans and the benefits of enrolling in the CPHL plan that will meet their needs best* Licensed Agents Only. 
  • Conduct Plan to Plan Changes * Licensed Agents Only. 
  • Informs potential members about OEV calls and/or letters. 
  • Take Scope of Appointment calls from the field and document them. 
  • Coordinate and assist in re-enrollment and plan changes applications. 
  • Refer escalated inquiries to Management.  
  • Reduce monthly dis-enrollments and maintain a low and acceptable rate 10% or better 
  • Adhere to all CMS, CPHL and departmental rules and regulations. 
  • Develop and maintains knowledge of products, services and systems as required. 
  • Perform other duties as required. 

Requirements: 
 

  • High School Diploma. 
  • A NYSDFS Accident and Health is preferable*. 
  • Minimum 2 years of sales and/or customer service experience, preferably with Medicare. 
  • Excellent communication and presentation skills. 
  • Demonstrated PC literacy.  

CPHL is an Equal Opportunity Employer, and we are committed to expanding our talented and diverse team. 

Apply