Enrollment Specialist

Job Description

Job Description

** POSITION SUMMARY **
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 AND DUTIES
• 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.
• Other duties as assigned.

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 office setting.
• Frequent travel is required.
• Personal Protective Equipment (PPE) required for face-to-face meetings.