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Enrollment Specialist
Hilb GroupEnrollment Specialist managing Open Enrollment and New Hire processes for Hilb Group. Responsibilities include communication with benefit counselors, case management, and compliance support.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing enrollment operations, including building and configuring cases, coordinating licensed professionals, and ensuring compliance with regulatory requirements. Proficient in utilizing Microsoft Teams, Outlook, and other enrollment platforms to facilitate effective communication and operational efficiency.
Highest-signal resume keywords
Enrollment Operations ManagementMicrosoft Teams ProficiencyEmployee Benefits ExperienceOrganizational SkillsAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case ConfigurationEnrollment Platform KnowledgeStaffing CoordinationPerformance Metrics TrackingRegulatory Compliance
Soft Skills
Clear CommunicationMultitasking AbilityStakeholder Management
Tools & Technologies
Microsoft OutlookMicrosoft BookingsMicrosoft TeamsDynamics
Certifications & Qualifications
Licensing RequirementsLTC Certification
Industry Keywords
Employee BenefitsEnrollment ProcessesCall Center Workflows
About the role
Key responsibilities & impact- Build and configure Open Enrollment and New Hire cases across systems
- Review case details (dates, carriers, products, platforms, licensing)
- Manage Microsoft Bookings, Teams chats, and Outlook calendar entries
- Maintain booking links, case communications, and platform access
- Partner with Account Managers, Implementation Managers, and internal teams
- Gather and validate requirements, timelines, and special considerations
- Communicate enrollment details to Benefit Counselors, including schedules, platforms and carriers, licensing/certification requirements, and compensation structure
- Determine staffing needs based on enrollment scope and requirements
- Assign counselors based on availability, experience, and utilization
- Maintain staffing trackers, backup plans, and availability schedules
- Finalize enrollment calendars
- Maintain case build checklists to ensure accuracy
- Confirm platform builds and counselor access
- Manage licensing and certification requirements (including LTC)
- Conduct final readiness checks prior to launch
- Monitor Teams chats and call center inboxes during enrollment
- Resolve access issues and missed appointments
- Track daily activity, premiums, and performance metrics
- Provide operational insights to leadership
- Generate reports on enrollment, staffing, and utilization
- Identify trends, risks, and opportunities for improvement
- Support compliance with regulatory requirements
- Transition Open Enrollment cases to New Hire status
- Update systems, calendars, and communications
- Ensure accurate case closeout and cleanup
- Support enrollment operations as directed by the Director of Enrollment Services
Requirements
What you’ll need- Minimum High School degree
- Strong organizational and multitasking skills
- Ability to manage multiple timelines and stakeholders
- High attention to detail and accuracy
- Clear written and verbal communication
- Employee benefits or enrollment experience
- Familiarity with Microsoft Teams, Outlook, Bookings, and Dynamics
- Experience coordinating licensed professionals
- Knowledge of enrollment platforms and call center workflows
- Experience working across multiple systems and tools
Benefits
Comp & perks- Company Paid Life Insurance
- Long-Term and Short-Term Disability
- Medical, Dental, Vision and FSA/HSA plans
- 401(k) with company match
- Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
- Generous PTO
- An awesome team of professionals!