Outreach Benefits Advisor

United Energy Workers Healthcare•Espanola, NM

13d•$60,000 - $70,000

About The Position

The Outreach Benefits Advisor drives patient growth within a designated market by establishing and nurturing relationships with community lead and referral sources, converting leads into patients, and educating potential claimants about 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 knowledgeable resource on company services, providing tailored guidance and assisting potential claimants and clients through the eligibility process. The role involves proactive outreach, prospecting, lead generation, paperwork and service agreements, and meeting monthly quotas set by management. Compensation consists of a base salary and an uncapped performance bonus tied to results. The posting states that top performers may have the opportunity to double their base pay through bonuses. The listed pay range is USD $60,000–$70,000 per year.

Requirements

At least 2 years of experience in consultative or relationship-based sales.
A proven ability to build long-term trust with clients.
Ability to build rapport with retired or disabled energy workers seeking support and clarity.
Empathetic listening skills and the ability to explain complex benefit programs in simple, respectful terms.
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.
Strong written, verbal, and interpersonal communication skills, with the ability to connect with people regardless of background or education level.
Ability to work independently while remaining committed to a shared mission.
Strong follow-through, organization, and time management.
Proficiency in Microsoft Office, including Word, Excel, and Outlook, and comfort learning 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 people about EEOICPA and RECA benefits.
Prepare documents and written communications for leads.
Develop and maintain relationships with local sources to identify potential patients and generate leads.
Manage the sales process from sourcing through patient enrollment, ensuring compliance with company policies.
Build and maintain positive working relationships with local lead sources.
Monitor sales metrics, including CRM data entry, to evaluate effectiveness and identify areas for improvement.
Pass a criminal background check and drug screen where applicable by state.
Perform other duties as assigned.
Ensure adherence to company policies throughout the sales process.

Benefits

Medical, dental, and vision insurance.
401(k) retirement plan with employer match.
Paid time off and holiday pay.
Disability insurance and life insurance options.
Health Savings Account (HSA) and Dependent Care Spending Account (DCSA).
Employee Assistance Program (EAP).
Sunshine Fund for peer-supported financial assistance during unexpected hardships.
Internal referral bonuses.
Supportive and inclusive culture.
Mission-centered work.
Opportunities for growth and development, including internal mobility and training.
Recognition programs.
Base salary plus an uncapped performance bonus tied to results.