Call Center Engagement Specialist

Habitat Health empowers older adults to experience more good days in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), we provide comprehensive medical care along with support for daily needs such as meals, transportation, and in‑home assistance. We deliver coordinated clinical and social care in our centers and directly in participants’ homes, creating a fully integrated experience that brings peace of mind and a true sense of belonging. As we expand our scalable, affordable PACE model to meet the growing and complex needs of aging populations, our mission‑driven care teams continue to help participants live well on their own terms. Habitat Health is supported by leading healthcare organizations and investors including New Enterprise Associates, Kaiser Permanente, and Town Hall Ventures. We are entering a period of significant growth and are looking for exceptional teammates to help us scale a better model of care for older adults. To learn more, visit www.habitathealth.com. As a Call Center Engagement Specialist at Habitat Health , you'll be the trusted first voice that guides prospective participants and their families through the earliest moments of their PACE journey. This role plays an important part in achieving our participant growth objectives. Working from our centralized Engagement Team, you'll make outbound calls to leads and follow-ups and receive inbound inquiries — educating seniors and caregivers about how Habitat Health can support their well-being and independence, helping them understand PACE eligibility, and walking them through the next steps with patience and compassion. You'll act as an extension of our on-the-ground teams, coordinating the warm handoff to local Enrollment Specialists, Outreach Specialists, and Intake Coordinators who take each prospect through the enrollment process. Success in this role comes from the ability to inspire trust over the phone, communicate the value of PACE clearly, and move individuals toward a confident next conversation. You'll thrive if you're energized by meaningful relationship-building, competitive in a goal-driven environment, comfortable in a high-volume call environment, and motivated by clear engagement and conversion goals in a mission-driven setting. Core Responsibilities & Expectations for the Role - Serve as the central telephonic point of contact for prospective participants, caregivers, and referral partners, building trust-based relationships from the very first conversation. - Make outbound follow-up calls to prospects who have expressed interest in learning more about Habitat Health PACE, including those from our partner organizations, such as Kaiser Permanente. - Support inbound campaigns by answering questions, surfacing underlying needs, and educating prospects about PACE services, eligibility, and how Habitat Health can support their care. - Understand the needs and requirements of prospective participants and their families, and clearly articulate Habitat Health 's unique value proposition in the PACE landscape. - Apply strong phone engagement skills including rapport building, active listening, qualification questioning, addressing objections and concerns, and guiding prospects to a confident next step. - Assess preliminary PACE eligibility and guide qualifying seniors through early steps of the enrollment process, including support with the Medi-Cal application where appropriate. - Coordinate the warm handoff to on-the-ground Enrollment Specialists, Outreach Specialists, and Intake Coordinators — ensuring a seamless transition from central touchpoint to local engagement. - Perform service recovery, address prospect concerns, and de-escalate callers when needed. - Manage time effectively and prioritize tasks across a high volume of inbound and outbound activity. - Meet or exceed personal and team targets for call volume, conversion, and warm-handoff goals. - Maintain accurate