Outreach Benefits Advisor bei United Energy Workers Healthcare

COMPANY:

We are people who care about people. Our company has a unique history and was founded by two grandchildren of a former Department of Energy worker. Their love and determination for their grandfather to have the best quality care for the best quality of life is what drives our company to provide care for the energy worker population.

POSITION SUMMARY: As the Outreach Benefits Advisor, you play a pivotal role in driving patient growth within your designated market. Your main responsibilities include establishing and nurturing relationships with key lead and referral sources in the community, converting leads into patients, and educating them about the benefits available through the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) and Radiation Exposure Compensation Act (RECA). You’ll be proactive in signing new service agreements and adept at navigating paperwork processes. Serving as a knowledgeable resource on company services, you’ll offer tailored guidance to potential claimants and clients, serving as their initial point of contact and assisting them throughout the eligibility process. Meeting monthly quotas set by management is a key expectation in this sales role, which is centered on outreach, prospecting, and lead generation.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Attending in-person, online, and phone appointments.

2. Make outbound sales calls and enter and maintain lead and opportunity data in CRM.

3. Contact, follow up, and convert leads provided by marketing, sales, leadership, and your individual efforts into patients.

4. Determine potential eligibility for services and educate them about benefits under the EEOICPA and RECA.

5. Prepare documents and written communication with leads.

6. Develop and maintain relationships with sources to identify potential patients and generate leads locally.

7. Manage the entire sales process from sourcing to securing patient enrollment, ensuring compliance with company policies.

8. Build and maintain positive working relationships with local lead sources.

9. Monitor and maintain sales metrics, including data entry in the CRM, to evaluate effectiveness and identify areas for improvement.

10. Must pass a criminal background check and drug screen as applicable by state.

11. Perform other duties as assigned.

12. Ensure adherence to all company policies throughout the sales process.

OTHER DUTIES AND RESPONSIBILITIES:

This position may require traveling between locations in your personal vehicle.

SUPERVISORY RESPONSIBILITY:

This position has no supervisory responsibilities.

PREFERRED QUALIFICATIONS:

1. Minimum of 2 years of experience in sales, preferably in Home Health and/or Department of Labor (DOL) programs, with a proven track record of success.

2. Telephone-based sales experience, preferably with CRM and call center technology.

3. In-person marketing, event planning, or similar experience, including presenting one on one and in small groups.

4. Excellent communication and interpersonal skills.

5. Ability to work independently and as part of a team.

6. Strong organizational and time management skills.

7. Proficiency in Microsoft Office Suite.