Outreach Benefits Advisor

United Energy Workers Healthcare•Albuquerque, NM

About The Position

The Outreach Benefits Advisor drives patient growth within a designated market by building and maintaining 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, provides tailored guidance, and assists potential claimants and clients through the eligibility process. The role involves prospecting, outreach, lead generation, paperwork, securing service agreements and patient enrollment, and meeting monthly management-set quotas. Compensation includes a base salary and an uncapped, results-based performance bonus; 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 track record of building long-term trust with clients.
Ability to build rapport with retired or disabled energy workers and explain complex benefit programs in clear, respectful terms.
Professional phone-based outreach skills and experience using CRM tools and call center systems to manage client relationships.
Comfort meeting individuals or small groups at events, union halls, or local community gatherings.
Excellent written, verbal, and interpersonal communication skills.
Ability to work independently while remaining committed to the organization’s mission.
Strong follow-through, organization, and time-management skills.
Proficiency in Microsoft Office, including Word, Excel, and Outlook, and comfort learning new tools.

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 prospecting efforts into patients.
Determine potential eligibility for services and educate individuals about EEOICPA and RECA benefits.
Prepare documents and written communication 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 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.

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.