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Medicare Sales – Outreach Liaison
Wider CircleMedicare Outreach Liaison connecting underserved beneficiaries with Wider Circle’s community health and wellness programs. Scheduling appointments with licensed Medicare agents through productive, trust-based outbound calls.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Medicare telesales and customer service, with a strong ability to meet quotas and engage beneficiaries effectively. Proficient in CRM systems and maintaining a positive, professional demeanor in a remote work environment.
Highest-signal resume keywords
Medicare Telesales ExperienceQuota AchievementCRM System ProficiencyExcellent Communication SkillsBilingual Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Medicare Products KnowledgeTelemarketingCustomer ServiceCall TrackingAppointment Scheduling
Soft Skills
Interpersonal SkillsCritical ThinkingOutgoing PersonalityPositive AttitudeWork Ethic
Tools & Technologies
SalesforceMulti-Dialer Phone SystemsGoogle WorkspaceMicrosoft OfficeMicrosoft Word
Industry Keywords
Outbound CallsScope of AppointmentCall Center ExperienceProductivity TrackingMedicare Beneficiaries
About the role
Key responsibilities & impact- Complete a predetermined daily goal of outbound calls to prospective Medicare beneficiaries.
- Educate beneficiaries about additional available benefits.
- Secure the Scope of Appointment and schedule plan presentations with licensed Medicare agents.
- Maintain consistent productivity, enthusiasm, and energy during outbound calls.
- Master outreach workflows and scripts while developing a conversational engagement style.
- Engage members, assess their needs, and anticipate objections.
- Attend daily and weekly team meetings and remain accountable for output.
- Complete call follow-ups, appointment scheduling, and productivity tracking.
- Meet assigned quotas.
- Maintain a positive, professional attitude with internal and external customers.
Requirements
What you’ll need- Minimum two (2) years of successful Medicare telesales, telemarketing, or customer service experience in a call center setting with a background in Medicare products.
- Proven experience meeting quotas in a telesales or call center role.
- Ability to work independently with a consistent work ethic in a remote environment.
- Excellent communication, critical thinking, and interpersonal skills.
- Good memory and ability to explain services to beneficiaries.
- Outgoing personality and positive attitude; comfortable driving conversations forward.
- Flexible schedule and ability to work a recurring 40-hour schedule, with occasional work outside regular business hours when necessary.
- Effective computer and application knowledge of CRM systems such as Salesforce, multi-dialer phone systems, Google Workspace, and Microsoft Office, including Microsoft Word.
- Commitment to a drug-free workplace and readiness for pre-employment substance abuse testing and background checks.
- Strong communication and customer service skills.
- Ability to track, monitor, and retrieve call information.
- High school diploma or equivalent required; degree preferred.
- Bilingual ability in Spanish, Khmer, Creole, Mandarin, Arabic, or other languages preferred.
Benefits
Comp & perks- Performance-based incentive bonuses
- Opportunity to grow with the company
- Comprehensive health coverage including medical, dental, and vision
- 401(k) Plan
- Paid Time Off
- Employee Assistance Program
- Health Care FSA
- Dependent Care FSA
- Health Savings Account
- Voluntary Disability Benefits
- Basic Life and AD&D Insurance
- Adoption Assistance Program
- Training and Development
- Opportunity to LOVE, LEARN and GROW with the company