Senior Care Advisor - Broker & Community Support Tier 1
About The Position
The WelbeHealth PACE program helps seniors stay in their homes and communities by providing comprehensive medical care and community-based services. It's our mission to serve the most vulnerable seniors with better quality and compassion in a value-based model. The Senior Care Advisor helps assess PACE eligibility by fostering relationships with prospective participants, their family members, and their caregivers. A trusted telephonic resource, the Senior Care Advisor helps guide seniors who may qualify for the PACE program through the enrollment process with WelbeHealth. The Senior Care Advisor - Broker & Community Support Tier plays a key role in helping seniors and their families understand, qualify for, and enroll in the PACE program. This role combines broker support in targeted markets with direct participant engagement through calls and follow-up, ensuring a seamless and supportive enrollment experience.
Requirements
- Associate's Degree preferred; or two (2) years of relevant experience may be substituted in lieu of degree
- Minimum of one (1) year of experience in tele sales, customer services sales, Medicare or PACE sales experience preferred
- Experience using CRM systems (Salesforce or other similar CRM system)
Nice To Haves
- Medicare Advantage or PACE experience preferred
- Medi-Cal knowledge preferred
Responsibilities
- Partner with brokers and community outreach associates in specific markets, providing education, resources, and enrollment support to ensure seniors and their families understand the benefits of PACE.
- Guide new agents through the contracting and onboarding process, offering training and support to ensure they are well-prepared to represent WelbeHealth PACE
- Support brokers with ongoing training, ensuring they remain confident and knowledgeable about PACE eligibility, benefits, and enrollment processes
- Answer inbound and follow-up calls with patience, empathy, and professionalism-building trust with potential participants, caregivers, and community partners.
- Conduct outbound calls to prospective participants who have expressed interest in WelbeHealth PACE (no cold calling).
- Support brokers and families by answering enrollment-related questions, clarifying next steps, and assisting with Medi-Cal application needs when applicable.
- Collaborate closely with market leaders and the clinical team to move prospective participants through the enrollment journey.
- Ensure all leads are effectively managed, with timely follow-up and detailed documentation in Salesforce.
- Represent WelbeHealth's mission by educating seniors, families, and partners about how PACE services help older adults thrive safely at home and in their communities.
Benefits
- Work/life balance - we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and sick time
- Medical Insurance Coverage (Medical, Dental, Vision)
- Advancement opportunities - we've got a track record of hiring and promoting from within, meaning you can create your own path
- Equity grants - typically reserved for executives, we want all team members to celebrate our success as a rapidly scaling company
- And additional benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Ambulatory Health Care Services
Education Level
Associate degree
Number of Employees
501-1,000 employees
