Outreach Benefits Advisor

United Energy Workers Healthcare•Espanola, NM

12d

About The Position

The Outreach Benefits Advisor drives patient growth within a designated market by building and nurturing relationships with community lead and referral sources, converting leads into patients, and explaining benefits available through the Energy Employees Occupational Illness Compensation Program Act (EEOICPA) and Radiation Exposure Compensation Act (RECA). The advisor serves as an initial point of contact and a knowledgeable resource on company services, offering tailored guidance to potential claimants and clients and assisting them through the eligibility process. The role focuses on outreach, prospecting, lead generation, securing service agreements, and navigating paperwork. It includes monthly quotas set by management. Compensation is a base salary plus an uncapped, performance-based bonus tied to results; top performers may have the opportunity to double their base pay through bonuses.

Requirements

At least 2 years of experience in consultative or relationship-based sales.
A proven track record of building long-term trust with clients.
Ability to build rapport with retired or disabled energy workers and explain complex benefit programs clearly and respectfully.
Professional confidence in phone-based outreach.
Experience using CRM tools and call center systems to manage and nurture client relationships.
Comfort meeting individuals or small groups at events, union halls, or local community gatherings.
Excellent written and verbal communication and interpersonal skills.
Ability to work independently while remaining committed to a shared mission.
Strong organization, follow-through, and time management.
Proficiency in Microsoft Office (Word, Excel, and Outlook) and adaptability to new tools.
Must pass a criminal background check and drug screen as applicable by state.

Nice To Haves

Experience in Home Health, Department of Labor (DOL) programs, or other service-oriented industries.

Responsibilities

Attend in-person, online, and phone appointments.
Make outbound sales calls and enter and maintain lead and opportunity data in the CRM.
Contact, follow up with, and convert leads from marketing, sales, leadership, and individual outreach efforts into patients.
Determine potential eligibility for services and educate potential patients about EEOICPA and RECA benefits.
Prepare documents and written communications for leads.
Develop and maintain relationships with sources to identify potential patients and generate local leads.
Manage the sales process from sourcing through patient enrollment while ensuring compliance with company policies.
Build and maintain positive working relationships with local lead sources.
Monitor and maintain sales metrics, including CRM data entry, to evaluate effectiveness and identify areas for improvement.
Pass a criminal background check and drug screen as applicable by state.
Perform other duties as assigned.
Ensure adherence to company policies throughout the sales process.
Meet monthly quotas set by management.

Benefits

Medical insurance
Dental insurance
Vision insurance
401(k) retirement plan with employer match
Paid time off (PTO)
Holiday pay
Disability insurance
Life insurance options
Health Savings Account (HSA)
Dependent Care Spending Account (DCSA)
Employee Assistance Program (EAP)
Sunshine Fund for peer-supported financial assistance
Internal referral bonuses
Supportive and inclusive culture
Mission-centered work
Opportunities for growth and development, including internal mobility and training
Recognition programs
Uncapped performance bonus