Medicare Outreach Specialist

Summary

Join Ask Claire, a fast-growing boutique insurance agency, as a remote telephonic Outreach Specialist. You will connect with Medicare beneficiaries, schedule appointments with licensed agents, and educate them about available benefits. Success involves building rapport, maintaining high productivity, and achieving conversion goals. This role is ideal for those passionate about serving underserved populations and building relationships over the phone. The position offers competitive compensation, including performance-based bonuses and growth opportunities. Wider Circle, the parent company, is committed to diversity and inclusion.

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
• Bi-lingual in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages
• You are a self-starter, accountable, and have proven experience successfully meeting quotas in a telesales or call center role
• You can work independently, maintaining a consistent work ethic in a remote work environment
• You have excellent communication, critical thinking, and interpersonal skills
• You have a good memory and can effortlessly explain our services to beneficiaries
• You have an outgoing personality and unwavering, positive attitude. You can comfortably engage with others while driving conversations forward
• You have a 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 Microsoft Word is required
• You are committed to a drug-free workplace and ready for pre-employment substance abuse testing and background checks
• Strong communication and customer service skills
• Ability to track/monitor/retrieve information on calls

Responsibilities

• Daily tasks include completing 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, to secure the Scope of Appointment, and to schedule the plan presentation with a licensed Medicare agent
• You will maintain a consistent level of productivity, enthusiasm, and energy while making daily outbound calls
• You will master the details of outreach workflows and scripts while developing a conversational style that highlights your personality and connection to beneficiaries
• You will 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
• You will go the "extra mile" to meet the quota
• You will maintain a positive, professional attitude when interacting with internal and external customers

Preferred Qualifications

High school diploma or equivalent, bachelor degree preferred

Benefits

• Performance-based incentive bonuses
• Opportunity to grow with the company
• Training and Development