Outreach Benefits Advisor

United Energy Workers Healthcare • Columbus, OH

1d

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, provides tailored guidance, and assists potential clients through the eligibility process. The role includes proactive outreach, prospecting, lead generation, paperwork, service agreements, and meeting monthly management-set quotas. Compensation includes a base salary and an aggressive, uncapped performance bonus tied to results; top performers may have the opportunity to double their base pay through bonuses.

The position involves attending appointments in person, online, and by phone; conducting outbound sales calls; maintaining lead and opportunity information in a CRM; following up on and converting leads; preparing documents and written communications; developing local relationships; and managing the sales process through patient enrollment in accordance with company policies. The role requires a criminal background check and drug screen as applicable by state.

The company describes its benefits as available to full-time employees and offers a supportive, inclusive, mission-centered workplace with opportunities for growth and development.

Requirements

• At least 2 years of experience in consultative or relationship-based sales.
• A proven 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 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.
• Strong written, verbal, and interpersonal communication skills.
• Ability to work independently while remaining committed to a shared mission.
• Strong follow-through, organization, and time-management skills.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook, and ability to learn 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 clients about benefits under EEOICPA and RECA.
• Prepare documents and written communications with 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 as applicable by state.
• Perform other duties as assigned.
• Ensure adherence to company policies throughout the sales process.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan with employer match
• Paid time off
• 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 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

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed