CPT-11567 EmPower+ Enrollment Caller Virtual Assistant

20Four7Va.Test

United States

Remote

USD 60,000 - 90,000

Full time

13 days ago

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Benefits offered by this job

Weekly payments

Free training

Job summary

20four7VA is seeking a seasoned Enrollment Caller VA for remote work to support a home energy program. You will handle outbound/inbound calls, verify eligibility, guide applicants through required documents, and maintain CRM records with precise follow-up.

The role emphasizes compliance and patient, clear communication with homeowners. Contractors work remotely with flexible hours and weekly payments; experience with scripts and senior/advanced callers is preferred.

Qualifications

2+ years in phone sales, enrollment, or call-center roles.
Excellent spoken English with a neutral accent.
Strong written English; ability to follow scripts and compliance rules.
CRM experience required; Zoho preferred.
Experience handling applications and document collection is a plus.
Ability to stay organized and manage follow-ups with older homeowners.

Responsibilities

Make outbound calls to homeowner lists and handle inbound calls.
Explain the program and enrollment steps clearly to prospects.
Screen eligibility and guide applicants through the process.
Log calls and outcomes in Zoho CRM; keep records up to date.
Follow Do-Not-Call rules, scripts, and compliance guidelines.
Escalate complex questions to the client team when needed.

Skills

Outbound calling

Phone sales

Customer service

English proficiency

CRM experience

Call handling (inbound/outbound)

Documentation & follow-up

Compliance awareness

Spanish-speaking (plus)

Older customers experience (plus)

Tools

Zoho CRM

VoIP / Outbound Systems

Call recording platforms

Email management tools

Document management tools

Job description

Title: CPT-11567 EmPower+ Enrollment Caller Virtual Assistant

Independent Contractor – CPT-11567 EmPower+ Enrollment Caller Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A home energy services company is seeking an experienced EmPower+ Enrollment Caller Virtual Assistant to support a homeowner outreach and enrollment campaign.
The primary purpose of this role is to help eligible homeowners apply for and obtain approval for the EmPower+ program. The VA will be the dedicated person handling phone-based outreach and enrollment support, while the client's existing team will take over once homeowners have been approved.
The VA will make outbound calls to homeowner lists provided by the client, including past customers, program referrals, and individuals who respond to mail campaigns. The VA will also answer inbound calls generated from the campaign, explain the program, confirm basic eligibility, guide qualified homeowners through the application and documentation requirements, and conduct persistent follow-up until the application is submitted and approved.
This is a service- and enrollment-focused role rather than a traditional hard-sales position. The ideal candidate should be persuasive without being pushy, patient when speaking with older homeowners and families on fixed incomes, and highly organized when managing applications and follow-ups.
The client is establishing a New York compliance package that will include the approved script, calling hours, Do-Not-Call procedures, required disclosures, and call-recording requirements. The VA will be expected to follow these procedures consistently from day one.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Cold Calling & Inbound Calls

Make outbound calls to homeowners using lists provided by the client
Contact past customers, program referrals, and homeowners who respond to mail campaigns
Answer inbound calls generated by the outreach and mail campaign
Clearly explain the program and enrollment process to prospective participants
Build rapport and establish trust with homeowners
Answer questions within the scope of the approved script and procedures
Address hesitation and concerns in a patient, friendly, and informative manner
Encourage interested homeowners to move forward with the enrollment process
Maintain professional and empathetic communication throughout each interaction

Eligibility Screening & Enrollment

Conduct an initial eligibility screening during the call
Confirm basic eligibility requirements, including:
- Homeownership status
- Whether the property is a 1-4 family home
- Whether the homeowner holds a qualifying award letter or participates in programs such as HEAP, SNAP, SSI, Medicaid, or similar programs
Explain the application requirements to eligible homeowners
Walk homeowners through the application process
Explain the documents and information required to complete the application
Help homeowners understand the steps needed to submit their application
Follow up with homeowners regarding outstanding information or documentation
Maintain consistent follow-up until the application is submitted and approved
Escalate questions or situations that require assistance from the client's team

CRM Management & Follow-Up

Log every outbound and inbound call and its outcome in Zoho CRM
Maintain accurate homeowner contact information and enrollment status
Document conversations, eligibility information, follow-up requirements, and next steps
Track homeowners who have expressed interest but have not completed their application
Monitor missing documents or information requiring follow-up
Conduct timely and persistent follow-up with prospective applicants
Keep CRM records complete, accurate, and up to date
Communicate important updates or stalled applications to the client

Compliance & Process Adherence

Follow the client's approved calling script and enrollment process
Adhere strictly to designated calling hours
Follow all Do-Not-Call procedures
Immediately honor requests from homeowners not to receive further calls
Follow all required disclosures
Follow established call-recording procedures
Maintain confidentiality when handling homeowner information and documents
Escalate situations that fall outside the approved script, process, or VA's responsibilities
Follow all client-provided compliance guidelines consistently

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

2+ years of experience in phone sales, appointment setting, benefits enrollment, call center, customer service, or a similar phone-based role
Outbound calling experience required
Inbound call-handling experience preferred
Excellent spoken English required
Good written English required
Level A - Neutral English accent preferred
Experience in benefits enrollment or eligibility-based programs strongly preferred
Experience assisting customers with applications and document collection is a plus
CRM experience required
Zoho CRM experience preferred
Experience working with scripts and compliance-sensitive calling procedures preferred
Spanish-speaking is a plus, not required
Experience working with older customers or individuals requiring additional assistance is a plus

IDEAL CANDIDATE PROFILE

Experienced in phone sales, appointment setting, benefits enrollment, or call center operations
Confident and comfortable making outbound calls and receiving inbound calls
Excellent spoken English with a neutral accent
Good written English skills
Patient, friendly, and professional when communicating with homeowners
Comfortable speaking with older homeowners and families on fixed incomes
Strong ability to build rapport and establish trust over the phone
Able to move hesitant prospects toward completing an application without using an aggressive sales approach
Persistent and highly organized with excellent follow-through
Detail-oriented when collecting information and tracking documentation
Disciplined in following scripts, workflows, and compliance requirements
Comfortable working with a CRM and maintaining accurate records
Able to manage multiple prospects and follow-up requirements independently
Spanish-speaking is a plus, not required
Able to understand when an issue should be escalated rather than providing information outside the approved process

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

Zoho CRM
VoIP / Outbound Calling Systems
Call Recording Platforms
Email
Document Management Tools

Work Schedule

Contracted Hours per Week: 40 Hours
Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
Daily Working Time: between 8:00 AM - 9:00 PM EST, within designated calling hours

Note: The Company will make reasonable efforts to align the Assigned VA's schedule with the Client's preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

Contractors will operate under a Master Services Agreement and a Statement of Work
This is not an offer of employment; contractors are not employees of 20four7VA or any client
All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

REQUIRED SERVICE: Business Support
REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
Contracted Hours per Week: 40 hours/week
Daily Working Time: between 8:00 AM - 9:00 PM EST, within designated calling hours
Scheduled Working Days: Monday-Friday
REPORTING TO/POC: To Be Determined
Number of VAs: 1
GENDER PREFERENCE: None
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Level A-B Neutral English Accent
REGION PREFERENCES: Philippines