Outbound Sales Representative

ABOUT THE ROLE

At Hopscotch Primary Care, we take a team approach to serve patients’ needs and provide the best care possible. Our goal is to deliver the care each of us would want for ourselves or our family members, in the right setting and at the right time.

As an Outbound Sales Representative, you will play a key role in supporting patients during the Annual Enrollment Period (AEP). You will connect with patients by phone, educate them about their healthcare coverage options for the upcoming year, and ensure they feel confident and supported in navigating their choices. In this role, you will work closely with the center team members and insurance brokers to make sure each patient’s needs are fully addressed and that they are set up for success in 2027.

WHAT YOU’LL DO

Specific responsibilities for this role will include, but are not limited to:

Patient Engagement & AEP Support

Conduct outbound and inbound calls with patients during the Annual Enrollment Period to review coverage options and answer questions

Partner with PRMs and brokers to coordinate support, ensuring patients receive the guidance they need

Assist patients in navigating their healthcare coverage options with patience, and clear communication

Document all patient interactions, next steps, and outcomes in relevant systems

Collaboration & Coordination

Work hand-in-hand with the center team members to identify patients needing extra support and follow through on action items

Coordinate with insurance brokers to ensure patients’ insurance transitions are smooth and all questions are addressed

Provide regular updates to the center team members to maintain alignment on patient needs and enrollment progress

Share patient feedback and barriers with leadership to improve processes and patient experience

Sales & Outreach

Execute a structured outreach cadence (calls, texts, emails) to ensure timely follow-up with patients during AEP

Manage a high volume of daily outreach while maintaining high-quality, personalized communication

Track performance metrics and contribute to enrollment success targets

ABOUT YOU

You would be a great fit for this position if you are motivated by helping patients make confident insurance decisions, enjoy communicating over the phone, and thrive in a collaborative, team-focused environment.

A great candidate for this role:

Has demonstrated success in sales, inside sales, or customer service (healthcare or insurance preferred)

Possesses 1–2 years of experience in a patient-facing or customer-facing role

Is comfortable managing a high volume of calls and follow-ups during peak enrollment periods

Is empathetic, a strong communicator, and an active listener

Is organized, detail-oriented, and proactive in coordinating across multiple stakeholders

Builds trust quickly and can handle sensitive conversations with professionalism

Enjoys talking with seniors

Is comfortable using email, Microsoft Office applications, and computer reporting tools

Is collaborative and works well with center team members, brokers, and other internal partners

Has U.S. work authorization (required)

Preferred but not required:

Prior healthcare, insurance, or senior services experience

Familiarity with Medicare Advantage, Dual-Eligible populations, or enrollment processes

Additional skills and capabilities required:

Positive and solutions-oriented mindset

Ability to simplify complex information for patients in a clear, supportive way

Strong organizational skills and ability to manage multiple priorities simultaneously