Wider Circle

Operations

• Prepare, organize, and maintain meeting agendas aligned to priorities and goals
• Capture meeting notes, decisions, and action items
• Track follow-ups, deadlines, and ownership to completion
• Maintain a running log of decisions and commitments
• Proactively flag risks, blockers, or stalled work
• Support preparation for key internal and external meetings
• Translate strategic conversations into clear next steps
• Track cross-functional initiatives that span multiple teams
• Coordinate inputs, updates, and materials across stakeholders
• Maintain visibility into timelines, dependencies, and progress
• Support short-term projects, pilots, or time-bound initiatives
• Draft meeting recaps, internal updates, and leadership summaries
• Ensure decisions and changes are clearly documented and shared
• Prepare briefing documents, talking points, or one-pagers
• Act as a routing point for inbound requests to help reduce noise
• Support clarity and alignment across teams working with the SVP
• Keep administrative functions organized and running smoothly
• Manage documentation, trackers, and shared resources
• Maintain systems and processes that help the SVP stay focused and efficient
• Anticipate upcoming deadlines, commitments, and prep needs
• Standardize meeting formats, agendas, and note-taking practices
• Build and maintain templates (agendas, trackers, dashboards)
• Keep Notion organized, current, and usable
• Identify gaps where work falls through and propose improvements
• Document lightweight processes to improve consistency and clarity
• Provide input and thought partnership when appropriate
• Help frame decisions by summarizing options and tradeoffs
• Take on ad hoc tasks in support of SVP goals and priorities

Temporary Executive Operations Partner – SVP Support

Account Executive

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Medicare Sales Representative

Sales

• 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.

Medicare Sales – Outreach Liaison

Community Manager

• Lead the Connect For Life program, utilizing Wider Circle's developed curriculum to build trust and promote health.
• Strategically plan, and host virtual and in-person events to foster relationships among members and contribute to positive wellness outcomes.
• Proactively contact members, ensuring participation in Chapter events and various group activities, conducting one-on-one home visits, and facilitating monthly engagement.
• Record member interactions (all member outreach, attendance, and attempts to contact members) for effective tracking and reporting through Wider Circle's online digital systems in a timely manner.
• Identify natural leaders within the community and invite them to serve as Wider Circle Ambassadors, enhancing member connections and event coordination.
• Connect with potential members, developing personalized plans to enroll them in the Connect For Life program.
• Serve as a liaison, connecting members to their health plans and to each other. Support members in needs as it relates to helping them with health care services, doctor appointments or assisting them in closing care gaps.
• Hold yourself accountable for achieving membership engagement and growth goals, monitoring success through metrics such as attendance, feedback, and other relevant data.

Community Engagement Specialist

Events

• Curated Sourcing: Research and identify high-quality local and virtual events (festivals, workshops, social clubs, etc.) specifically tailored to the 55+ demographic.
• Digital Content Creation: Use AI tools and Hank’s platform to write engaging, SEO-friendly event descriptions and maintain a consistent posting schedule.
• Data Management: Track event performance, RSVP trends, and sourcing pipelines using Google Sheets to ensure total market coverage.
• Community Spark: Actively participate in event chat threads to welcome members, answer questions, and drive RSVP engagement.
• Strategic Growth: Partner with the Manager to analyze metrics and pivot sourcing strategies based on what resonates most with the Miami and Tampa communities.

Community Events Curator

Call Center Representative

• Conduct outbound calls to prospective members, introducing them to our programs.
• Build rapport with members to understand their needs and effectively communicate our value propositions.
• Provide excellent customer service by responding to questions and concerns in a professional manner.
• Accurately document member interactions and update records in the outreach center database.
• Meet or exceed daily and monthly call targets and performance metrics.
• Collaborate with team members and supervisors to refine engagement techniques and strategies.
• Participate in training sessions to stay updated on product knowledge and call center best practices.

Contact Center Specialist

Manager

• Member Needs Assessment: Conduct intake interviews to determine member needs, ensuring each individual receives personalized support tailored to their unique circumstances.
• Advocacy: Serve as an advocate for members by connecting them with essential services and resources, helping them navigate social, medical, and community-based programs.
• Progress Tracking: Monitor and document each member’s progress, ensuring consistent follow-up to address evolving needs and challenges.
• Data Collection & Reporting: Collect, analyze, and summarize treatment results and compile statistics, providing accurate and timely reports for Wider Circle leadership to track program effectiveness and outcomes.
• Collaboration: Work closely with community partners, healthcare providers, and social service organizations to ensure members receive comprehensive care, in line with Wider Circle’s commitment to LOVE and support for its community members.
• Member Empowerment: Educate members on available resources, guiding them through processes that foster LEARNING and self-empowerment.