Outbound Sales and Enrollment Coordinator

Sagility

Outbound Sales Coordinator engaging individuals using consultative approach for healthcare enrollment. Building rapport and guiding members through application processes for public assistance programs.

Posted 7/15/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $16 - $17 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in consultative sales and member engagement, with a strong focus on building rapport and guiding individuals through healthcare enrollment processes. Proficient in maintaining compliance with HIPAA and state regulations while ensuring accurate data management in CRM systems.

Highest-signal resume keywords

Consultative Sales ExperienceHigh-Volume Outbound CallingCRM Data ManagementAttention to DetailCompliance with HIPAA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Consultative SalesData VerificationEligibility VerificationOutbound CallingCRM SystemsDocumentationObjection HandlingPerformance MetricsEnrollment ProcessesMember Education

Soft Skills

EmpathyProfessionalismListening SkillsCommunication SkillsSelf-Motivation

Certifications & Qualifications

High School Diploma

Industry Keywords

Medicaid BenefitsPublic AssistanceCompliance GuidelinesMember ExperienceVulnerable Populations

About the role

Key responsibilities & impact

Engage members using a consultative approach, uncovering needs and providing tailored solutions that build trust and drive enrollment.
Demonstrate exceptional attention to detail when verifying eligibility, collecting data, and updating CRM systems.
Conduct outbound calls to individuals who may qualify for healthcare and/or public assistance, following approved scripts and compliance guidelines.
Verify eligibility requirements by gathering demographic, household, and income information from members.
Educate members on Medicaid benefits, enrollment steps, required documentation, and timelines.
Assist with applications by walking members through the process or directing them to appropriate resources.
Maintain accurate, timely, and complete records in CRM or eligibility systems to ensure compliance and operational excellence.
Identify barriers (such as lack of documents, confusion about requirements, or language needs) and provide solutions or escalate to support teams.
Ensure compliance with HIPAA and state/federal regulations during all interactions.
Promote a positive member experience by showing empathy, professionalism, and patience, especially when working with vulnerable or underserved populations.
Meet performance metrics, including call volume, quality assurance scores, first-call resolution, and enrollment targets.
Be receptive to feedback for continuous improvement.
Document and report member DNC and program opt-out requests.

Requirements

What you’ll need

High School Diploma or equivalent.
Minimum 1 year of experience in consultative sales, scheduling, or retention, with a strong focus on objection handling.
Proven ability to confidently initiate high-volume outbound calls and engage individuals.
Proven ability to build rapport quickly and lead persuasive, consultative conversations.
Strong listening skills with the ability to uncover needs and respond with clear, confident solutions.
Comfortable handling objections and guiding conversations toward enrollment or conversion outcomes.
Excellent verbal and written communication skills.
Ability to follow call scripts while maintaining a natural and conversational tone.
Strong attention to detail when collecting, verifying, and documenting information.
Ability to navigate multiple systems and update CRM or data entry platforms efficiently.
Self-motivated with the ability to meet performance metrics in a fast-paced outbound environment.
Ability to work remotely with reliable internet and a distraction-free workspace.

Benefits

Comp & perks

Medical, Dental, and Vision coverage.
Life Insurance.
Short-Term and Long-Term Disability options.
Flexible Spending Account (FSA).
Employee Assistance Program.
401(k) with employer contribution.
Paid Time Off (PTO).
Tuition Reimbursement.