Medicare Sales - Outreach Liaison

Join a fast-growing boutique insurance agency focused on helping people understand their Medicare Benefits. We work with underserved populations to help them navigate Medicare to identify the best benefits for their needs.

About the role

Ask Claire is looking for a remote telephonic Outreach Specialist to join our fast-paced team to connect with Medicare beneficiaries and help them schedule appointments with our licensed Medicare agents. The successful candidate will use their unique skills to build trust and establish rapport through genuine conversations, leading to successful appointments being scheduled with our licensed Medicare agents. They will maintain high productivity, discipline, and conversion rates to best support Medicare beneficiaries. If you are passionate about serving underserved populations and love building relationships over the phone, then come join us in our movement to support the Medicare population.

Company Overview

At Wider Circle, we connect neighbors for better health. Wider Circle's groundbreaking Connect for Life® program brings neighbors together in-person and online for health, wellness, and social activities that improve mental and physical health. We create webs of community circles by employing local and culturally competent engagement specialists whose hand-on-hand approach to forming trusted circles is informed by a sophisticated analytics platform. We are on a mission to make the world a better place for older adults and disadvantaged communities.

Responsibilities

• Complete a predetermined goal of outbound calls each day from the lead list to prospective beneficiaries to educate them about the additional benefits that are available to them, secure the Scope of Appointment, and schedule the plan presentation with a licensed Medicare agent.
• Maintain a consistent level of productivity, enthusiasm, and energy while making daily outbound calls.
• Master the details of outreach workflows and scripts while developing a conversational style that highlights your personality and connection to beneficiaries.
• Effectively engage with members during calls, probing to determine their needs and anticipate objections.
• Attend daily and weekly team meetings and be accountable for your output.
• Provide and maintain daily tasks related to call follow-ups, appointment scheduling, and productivity tracking.
• Go the "extra mile" to meet the quota.
• Maintain a positive, professional attitude when interacting with internal and external customers.

Requirements

• Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products.
• Self-starter, accountable, and have proven experience successfully meeting quotas in a telesales or call center role.
• Ability to work independently, maintaining a consistent work ethic in a remote work environment.
• Excellent communication, critical thinking, and interpersonal skills.
• Good memory and ability to effortlessly explain services to beneficiaries.
• Outgoing personality and unwavering, positive attitude; ability to comfortably engage with others while driving conversations forward.
• Flexible schedule, with the ability to work a set, recurring 40-hour schedule, with occasional work outside of regular business hours when necessary.
• Effective computer and application knowledge of Client Relationship Management systems like Salesforce, multi-dialer phone system, Google Workspace, and Microsoft Office suite.
• Commitment to a drug-free workplace and readiness for pre-employment substance abuse testing and background checks.
• High school diploma or equivalent; degree preferred.
• Bilingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages preferred.

Skills

• Strong communication and customer service skills.
• Ability to track/monitor/retrieve information on calls.

Benefits

• Performance-based incentive bonuses.
• Opportunity to grow with the company.
• Comprehensive health coverage including medical, dental, and vision.
• 401(k) Plan.
• Paid Time Off.
• Employee Assistance Program.
• Health Care FSA.
• Dependent Care FSA.
• Health Savings Account.
• Voluntary Disability Benefits.
• Basic Life and AD&D Insurance.
• Adoption Assistance Program.
• Training and Development.

Pay

Starting salary: $17.00-$18.00 per hour.