Inside Sales Representative

What You’ll Do

• Conduct intake calls to understand client needs and caregiver preferences
• Verify insurance coverage (Medicaid, Medicare, MCOs, commercial plans)
• Clearly explain our services and next steps
• Keep leads organized and moving forward
• Follow up consistently to help families complete onboarding
• Document activity accurately in Zoho CRM
• Coincide with internal teams to ensure smooth case activation
• Manage a high volume of inbound and outbound calls

What Winning Looks Like

• Leads move forward consistently
• Families feel informed and supported
• Insurance verification is accurate and timely
• Start of Care timelines are efficient
• CRM notes are clear and organized
• You take ownership of your pipeline

What You Bring

• 2+ years of experience in inside sales, intake, healthcare, or insurance
• Strong phone presence and communication skills
• Experience with Medicaid, Medicare, or MCOs (preferred)
• CRM experience (Zoho a plus)
• Able to manage multiple active cases
• Comfort in a fast-paced environment
• Bilingual English/Spanish (strongly preferred)

What This Role Requires

• Attention to detail
• Consistent follow-up
• Emotional intelligence
• Accountability
• Team collaboration