Impactful Benefits Outreach Specialist

UEW Health; Albuquerque (NM); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k)

PTO & Holidays

Disability Insurance

Life Insurance

HSA

DCSA

EAP

Referral bonuses

Inclusive culture

Growth opportunities

Recognition programs

Job summary

United Energy Workers Healthcare seeks an Outreach Benefits Advisor to drive patient growth through community lead sources, educate on EEOICPA/RECA, and convert leads to patients. You’ll manage CRM data, build trust with retirees and energy workers, and sign service agreements while meeting monthly quotas.

The role emphasizes outbound outreach, events, and face-to-face engagement, with a base salary plus uncapped performance bonuses and growth opportunities.

Qualifications

• At least 2 years of experience in consultative or relationship-based sales, ideally within Home Health, DOL programs, or other service industries.
• Proven track record of building long-term trust with clients, not just closing deals.

Responsibilities

• Attending in-person, online, and phone appointments.
• Make outbound sales calls and enter and maintain lead and opportunity data in CRM.
• Contact, follow up, and convert leads into patients and educate them about benefits.
• Determine potential eligibility for services and educate about EEOICPA and RECA.
• Prepare documents and written communication with leads.
• Develop and maintain relationships with sources to identify potential patients and generate leads locally.
• Manage the entire sales process from sourcing to securing patient enrollment, ensuring compliance with company policies.
• Build and maintain positive working relationships with local lead sources.
• Monitor and maintain sales metrics, including data entry in the CRM, to evaluate effectiveness and identify areas for improvement.
• Must pass a criminal background check and drug screen as applicable by state.
• Perform other duties as assigned.
• Ensure adherence to all company policies throughout the sales process.

Skills

Relationship-based sales

CRM tools

Phone outreach

Communication skills

Self-motivation

Tools

CRM systems

Microsoft Office

Job description

United Energy Workers Healthcare seeks an Outreach Benefits Advisor to drive patient growth through community lead sources, educate on EEOICPA/RECA, and convert leads to patients. You’ll manage CRM data, build trust with retirees and energy workers, and sign service agreements while meeting monthly quotas.

The role emphasizes outbound outreach, events, and face-to-face engagement, with a base salary plus uncapped performance bonuses and growth opportunities.