Enrollment Specialist

Enrollment Specialist

The Enrollment Specialist conducts face-to-face and virtual enrollments to consumers who will receive financial management services that support them in the self-direction model of care and serves as an advocate and promoter of self-direction by educating consumers and facilitating the consumer's understanding of self-direction.

Responsibilities:

• Conducts the enrollment process with the person served and their circle of support (i.e., families, guardians) in a timely manner.
• Ensures enrollment documents are complete and accurate.
• Recommends improvements to internal process/systems to prevent future issues and to enhance service experience.
• Maintains confidentiality and HIPAA compliance.
• Upholds company values and mission.

Education:

Associate degree or Bachelor's Degree in Business, or Human Services/Social Work, or Marketing/Communication is preferred. Will consider candidates with experience relevant to the position.

Experience and Qualifications:

• 1 year of experience in a related field
• Strong oral and written communication skills
• Personal computer skills, specifically Microsoft Office products
• Knowledge of principles and processes for providing customer service
• Strong ability to participate in a highly effective team
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and terminology
• Must be fully vaccinated for COVID-19

Work Environment:

Work is performed in an enrollee's home or remote office setting. Frequent travel is required. Personal Protective Equipment (PPE) required for face-to-face meetings.