Enrollment Specialist

• Develop, lead, and deliver employee enrollment and education meetings for retirement plan clients and employees
• Set and drive education programs for 401(k), 403(b), and DB cash balance plans
• Build and maintain relationships with plan sponsors and financial professionals
• Serve as liaison between recordkeepers, third-party administrators, financial professionals, and the home office
• Plan and conduct enrollment and education meetings on-site and virtually
• Prepare education programs and collateral
• Drive plan participation and contributions through participant education solutions
• Stay current with retirement plan rules and regulations
• Differentiate Cetera’s retirement plan solutions to drive client retention
• Assist the sales team with new business opportunities
• Cross-sell Cetera solutions and services

Retirement Counselor educating plan participants for Cetera’s financial advisory network

Retirement Plan Enrollment Specialist

Retirement Counselor delivering enrollment and education programs for Cetera’s retirement plan clients. Driving participant engagement, contributions, retention, and cross-selling through financial education.

• Demonstrate detailed knowledge of clients’ plan provisions and Health and Welfare benefit enrollment
• Assist participants through a concierge service model, addressing inquiries end to end
• Provide high-quality, proactive service and complete inbound inquiries in a timely manner
• Keep participants apprised of case status throughout the process
• Ensure an optimal participant experience when handling inquiries end to end
• Manage open and new cases daily
• Interact with employees and participate in conference calls with retirement providers, insurance companies, and/or client services

Healthcare open enrollment specialist handling remote benefits inquiries for TEKsystems clients

Healthcare Open Enrollment Specialist

Healthcare open enrollment specialist handling benefits inquiries for TEKsystems clients. Managing participant cases and coordinating with providers, insurers, and client services.

• Demonstrate detailed knowledge of clients’ plan provisions and Health and Welfare benefit enrollment
• Assist participants through a concierge service model, addressing inquiries end to end
• Provide proactive, high-quality service and complete inbound inquiries in a timely manner
• Keep participants apprised of case status throughout the process
• Ensure an optimal participant experience when handling inquiries end to end
• Manage open and new cases daily
• Interact with employees, retirement providers, insurance companies, and client services
• Participate in conference calls with retirement providers, insurance companies, and client services

Remote healthcare customer service specialist supporting employee benefits enrollment for TEKsystems clients

Open Enrollment Specialist

Remote healthcare customer service specialist supporting employee benefits enrollment for TEKsystems clients. Managing participant inquiries, cases, and coordination with insurers and retirement providers.

• Serve as the primary point of contact for employees, retirees, and plan participants regarding health, welfare, retirement, and benefits enrollment inquiries during open enrollment and throughout the plan year.
• Educate participants on medical, dental, vision, life insurance, disability, retirement, and other employer-sponsored benefit programs using established plan documents and client-specific policies.
• Respond to inbound phone calls, emails, and case management inquiries in a professional, timely, and customer-focused manner.
• Resolve participant questions and concerns from initial contact through final resolution, ensuring a seamless end-to-end service experience.
• Support participants with online enrollment systems by troubleshooting login issues, navigation questions, and enrollment submission challenges.
• Manage a daily caseload of open participant inquiries, prioritizing tasks to meet established service level agreements and deadlines.
• Adhere to HIPAA, privacy, data security, and confidentiality requirements when handling sensitive personal, health, and financial information.

Open Enrollment Specialist supporting U.S. employees with benefits enrollment for TEKsystems

Open Enrollment Specialist supporting U.S. employees with health, retirement, and welfare benefits enrollment for TEKsystems.
Resolving participant inquiries through phone, email, case management, and online enrollment support.

• Develop and enhance relationships with assigned clients, brokers, and consultants.
• Coordinate and conduct Open Enrollment meetings, both in person and virtually to ensure current and prospective members understand the Curative products and services being offered so that their members can make the appropriate benefit selection that is right for them and their families.
• Travel timely to locations for in person meetings or timely virtual meetings.
• Stay informed about industry trends, competitor activities, and regulatory changes to provide clients with insightful initiative-taking advice.
• Support our Care Navigation team in coordinating and promoting Baseline visit.
• Provide feedback to the clients assigned AE / IM to track, trend and enhance communication tools.

Open Enrollment Specialist leading educational benefit sessions for Curative clients

Open Enrollment Specialist – Part time

Open Enrollment Specialist representing Curative to educate clients on available benefits through meetings. Coordinating with brokers and client administrators throughout the open enrollment process.

• Conduct high-volume outbound and inbound phone calls to insureds, provider agencies, caregivers, and independent providers regarding EVV enrollment.
• Educate callers on EVV program requirements, enrollment procedures, deadlines, and available support resources.
• Guide stakeholders through the enrollment process, ensuring all required information and documentation are obtained.
• Assist providers with complete enrollment forms, account setup, and system access.
• Verify enrollment information for accuracy and completeness.
• Document all customer interactions, enrollment activities, and case notes in the appropriate systems.
• Follow up with insureds and providers to obtain missing information and ensure timely completion of enrollment.
• Respond professionally to questions, concerns, and enrollment issues while providing exceptional customer service.
• Coordinate with internal departments and external partners to resolve enrollment-related issues.
• Monitor assigned enrollment cases and meet established productivity, quality, and service-level expectations.
• Maintain confidentiality of protected health information (PHI) and comply with HIPAA and all applicable state and federal regulations.
• Stay current on EVV program requirements, policies, and system updates.
• Build and maintain strong client relationships to ensure satisfaction and compliance with EVV requirements.
• Provide training and guidance to clients on the use of EVV and Facility platforms, tools, and processes.
• Gather required information from claimants and caregivers and accurately record data in Wellcove’s platforms/systems.
• Maintain organized documentation for all client interactions, training sessions, and compliance activities.
• Provide outstanding customer service via phone and email, displaying professionalism, empathy, a sense of urgency, and a genuine willingness to help.
• Independently process caller requests accurately and promptly in Wellcove’s proprietary system and escalate as appropriate.
• Comply with customer support objectives and performance standards
• Effective use process resources to gain knowledge base and ensure the delivery of accurate information and error-free processing of requests
• Willingness to learn new duties and technology-related skills as required.

Enrollment Specialist facilitating EVV and Facility enrollment for insureds

Enrollment Specialist facilitating EVV and Facility enrollment for insureds through outreach and support. Conducting phone calls and managing enrollment procedures with stakeholders in the home care and facility services sector.

• Reach out to patients who have expressed an interest in care to explain Isaac Health’s services and offerings
• Coordinate cognitive health screening campaigns
• Take the medical history from patients or their caregivers
• Schedule and coordinate appointments
• Assist patients with technology and other questions

Enrollment Specialist engaging patients for brain health services offering.

Enrollment Specialist – Health Outreach

Enrollment Specialist engaging patients to explain Isaac Health’s services and coordinating appointments. Focused on outreach in brain health care with strong communication and organizational skills.

• Responsible for overseeing, monitoring, and maintaining the processes involved in both initial and revalidation of payer enrollment applications.
• Possess a thorough comprehension of payer enrollment requirements and regulations governing enrollment to ensure ongoing compliance.
• Responsible for securing timely enrollment by submitting applications ahead of deadlines and maintaining consistent follow-up with payers through completion.
• Conduct research and document enrollment processes encompassing, but not limited to, initial enrollment, revalidation, and demographic changes.
• Regularly update and manage data in the credentialing database, spreadsheets, and folders, while maintaining data integrity.
• Assures compliance with payer requirements as related to the provider enrollment and monitor activities to ensure compliance with all procedures and regulations.
• Participate in the development and implementation of credentialing processes and procedures and provide input regarding process improvement.
• Serve as primary contact for payer inquiries and issue resolution, specifically related to enrollment and credentialing matters.
• Assist in the training of colleagues on internal enrollment policies and procedures and provide guidance on navigating payer agencies requirements.

Senior Enrollment Specialist overseeing payer enrollment processes for cancer care

Senior Enrollment Specialist – Credentialing

Senior Enrollment Specialist overseeing payer enrollment processes for cancer care. Managing applications and ensuring compliance while addressing complex enrollment issues.

• Process enrollment transactions including applications, member maintenance, and monthly reconciliation
• Generate CMS required correspondence to members
• Accurately enter member Coordination of Benefits (COB) data
• Meet established production and quality standards

Enrollment Specialist managing Medicare member transactions remotely

Medicare Member Enrollment Specialist

Enrollment Specialist handling Medicare member transactions including applications and member maintenance in a remote setup. Supporting healthcare administration at RAM Health Services.

• Manage complex Medicare enrollments with accuracy and efficiency
• Guide clients through Medicare options, helping them understand tradeoffs and make informed decisions
• Partner with financial advisors on client planning strategies
• Ensure compliance with Medicare regulations and enrollment timelines
• Maintain accurate client data across CRM and tracking systems
• Oversee workflow progression to ensure timely case completion
• Maintain licensure and complete annual certifications
• Develop and manage carrier relationships and appointments
• Track applications, production, and commissions in internal systems
• Coordinate resolution of underwriting and carrier-related issues
• Contribute to process improvements and operational efficiencies
• Support team development through knowledge sharing

Senior Lines Agent managing Medicare enrollments for clients in financial services

Senior Medicare Enrollment Specialist

Senior Lines Agent managing Medicare enrollments, guiding clients in financial decisions on Medicare options. Collaborating with advisors and ensuring compliance across processes.

• Support the full credentialing lifecycle for providers, including primary source verification, application processing, and re-credentialing.
• Maintain accurate provider records and documentation in credentialing systems.
• Monitor and apply relevant healthcare regulations and accreditation standards to credentialing processes.
• Coordinate with internal teams and external organizations to obtain necessary documentation and resolve issues.
• Prepare and submit credentialing materials to payers and credentialing committees as required.
• Track expiration dates for certifications, licenses, and credentials; initiate timely renewals and follow-up.

Enrollment & Credentialing Specialist ensuring providers are properly credentialed in healthcare

Enrollment & Credentialing Specialist

Enrollment & Credentialing Specialist ensuring providers are properly credentialed and compliant with healthcare regulations. Collaborating with teams and handling credentialing processes.

• The Senior/Lead Online Enrollment Specialist plays a vital role in helping lead the team’s success, in addition to setting up and renewing groups on all key benefit platforms such as PRO Apply, Ease, and Employee Navigator.
• Under minimal supervision, works in collaboration with our broker partners and internal departments to facilitate a seamless enrollment process for clients utilizing these online platforms.
• Senior/Lead Online Enrollment Specialist will have the ability to perform all job functions and help lead the team, providing build assistance, mentorship, and training support.
• Build out employee benefit plans and rules for new and renewing groups on the PRO Apply, Ease, and Employee Navigator benefit platforms.
• Maintain a broker first approach, ensuring satisfaction and long-term partnership.
• Operate internal and external systems/platforms to obtain and extract information and documents for enrollments, reporting, and tracking.
• Participate in training, cross-functional projects, and initiatives aimed at improving team performance and service delivery.
• Identify topics and assists with preparing materials for training and other presentations at departmental staff meetings.

Senior/Lead Online Enrollment Specialist setting up employee benefit platforms

Senior/Lead Online Enrollment Specialist

Senior/Lead Online Enrollment Specialist in charge of setting up and renewing groups on benefit platforms. Collaborating with broker partners and internal departments to facilitate a seamless enrollment process.

• The Senior/Lead Online Enrollment Specialist plays a vital role in helping lead the team’s success
• Works in collaboration with broker partners and internal departments to facilitate a seamless enrollment process for clients
• Senior/Lead Online Enrollment Specialist will have the ability to perform all job functions and help lead the team, providing build assistance, mentorship, and training support
• Build out employee benefit plans and rules for new and renewing groups on the benefit platforms
• Maintain a broker first approach, ensuring satisfaction and long-term partnership
• Operate internal and external systems/platforms to obtain and extract information and documents for enrollments, reporting, and tracking
• Thoroughly document all builds, inquiries, and service-related activities in Salesforce
• Participate in training, cross functional projects, and initiatives aimed at improving team performance and service delivery

Senior/Lead Online Enrollment Specialist collaborating with brokers for seamless enrollment processes

Senior/Lead Online Enrollment Specialist leading enrollment processes and collaborating with brokers for client success. Involved in team mentorship, training, and operational support in employee benefits.

• 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

Enrollment Specialist managing Open Enrollment and New Hire processes for Hilb Group

Enrollment Specialist managing Open Enrollment and New Hire processes for Hilb Group. Responsibilities include communication with benefit counselors, case management, and compliance support.

• Responsible for making outbound and receiving inbound calls to enroll patients in the program(s)
• Educating patients on the importance of remote patient monitoring and chronic care management
• Guide patients in the setup of their new medical devices over the phone
• Investigate equipment problems, troubleshoot, and provide a resolution
• Provide an exceptional patient experience
• Work with Enrollment Manager to achieve company objective

Enrollment Specialist providing onboarding for patients in a healthcare program

Enrollment Specialist creating onboarding experiences for patients in Vivo Care's Home Monitoring Program. Educating about devices and ensuring a smooth start within a remote setting.

• Oversee the end-to-end health plan enrollment process—from application retrieval to client notification—by coordinating with external vendor partners; directly complete highly escalated enrollment requests as needed.
• Ensure that all in-process enrollments are appropriately monitored through consistent follow-up (via telephone, email, and portal), and maintain thorough, timely documentation within Medallion systems.
• Maintain in-depth understanding of payer-specific enrollment requirements, including prerequisites, required forms, completion standards, supporting documentation (e.g., DEA certificates, CVs), and applicable regulations.
• Ensure that all necessary supporting documentation is accurately maintained in provider profiles, including onboarding documents, application copies, welcome letters, and other related correspondence.
• Prepare client updates to communicate enrollment status and progress as required.
• Build and maintain strong working relationships with payer representatives and contracting departments to help streamline future submissions and improve approval timelines.
• Support revalidation processes to maintain active provider participation in health plans.
• Track and monitor payer enrollment timelines and deadlines to ensure compliance with submission requirements.
• Investigate and resolve enrollment delays, rejections, or discrepancies by effectively coordinating with providers, payers, and vendor partners.
• Stay current with payer policies, state and federal regulations, and industry best practices relevant to enrollment processes.
• Perform other duties and responsibilities as assigned.

Payer Enrollment Specialist processing health plan enrollment requests

Payer Enrollment Specialist – Contract

Payer Enrollment Specialist managing vendor performance and health plan enrollment requests for Medallion. Ensuring compliance and maintaining client satisfaction on multiple accounts.

• Responsible for reviewing plan provisions and applying specific rules inherent to Individual or Group enrollment scenarios.
• Apply contractual, state and federal guidelines as appropriate, ensuring work is in compliance with federal and state regulations.
• Provide technical support to assigned teams/strategic implementation partners by researching and/or troubleshooting issues related to processing, system, and software applications.
• Serve as a resource for customers by researching complex systems issues impacting member eligibility and determining appropriate course of action.
• Escalate issues or concerns to ensure desired results.
• Conduct performance audits to ensure transaction compliance, accuracy and timeliness.
• Identifies, recommends and implements process improvements.
• Represent department on cross-functional teams and meets with external customers as required.
• Regularly reviews procedures and training material for in-team and strategic implementation partner training, through partnership with the training and quality coaching teams, to outline and implement improvements for increased efficiency.
• Provide back-up and peak-load assistance across Enrollment & Billing as needed; complete special projects and perform other duties as assigned.
• Track, monitor, update, and follow-up with strategic implementation partner on audit findings, action plans, and information requests to ensure each item on the action plan is completed in a timely and accurate manner.
• Process plan changes, dependent add-ons, direct transfers, transfer accumulators and more challenging types of enrollments.
• Update eligibility, enrollment and/or billing of accounts.
• Contact customers or Producer agents for enrollment clarification and/or to provide administrative/regulatory guidelines. This may include creating written correspondence regarding complex billing and enrollment issues.
• Must meet or exceed department production and quality standards and remain current on company/departmental policies and procedures.
• Educate agents and members on general membership and billing processes and administrative rules; may include Web portal usage and contract or regulation interpretation.
• Perform other duties as assigned.

Enrollment Oversight and Quality Specialist ensuring compliance and member satisfaction.

Enrollment Oversight – Quality Specialist

Enrollment Oversight and Quality Specialist ensuring compliance and customer satisfaction in healthcare enrollment processes. Collaborating with teams to improve accuracy and drive process enhancements.

• Engage with potential patients through outbound calls to promote and enroll them in our services.
• Provide detailed information about our services, highlighting the benefits and features to prospective patients.
• Address inquiries, concerns, and objections effectively to secure enrollments.
• Guide patients through the enrollment process, ensuring all necessary information is collected accurately.
• Maintain up-to-date knowledge of enrollment policies, procedures, and compliance requirements.
• Maintain a patient-focused approach to enhance the overall enrolling experience.
• Collaborate with team members to share best practices and strategies for achieving enrollment/metric goals.
• Communicate effectively with other departments to ensure seamless service delivery and customer satisfaction.
• Participate in training sessions and team meetings to stay informed about services and industry trends.
• Achieve and exceed monthly enrollment targets and performance metrics.
• Track and report enrollment activities, outcomes, and performance to supervisors.
• Utilize CRM (Salesforce) software to document patient interactions.
• Adhere to all company policies, procedures, and ethical standards.
• Ensure compliance with regulatory requirements and company guidelines during the sales and enrollment process.
• Maintain accurate and secure records of customer interactions and transactions.

Enrollment Specialist enrolling patients in chronic eye disease management programs

Enrollment Specialist at Lumata Health engaging patients in care management for chronic eye diseases. Focused on patient enrollment and maintaining service delivery.

• Conduct high-volume inbound and outbound patient outreach through phone to educate, engage, support, and enroll eligible patients.
• Explain the purpose, benefits, and value of care management programs in a clear, accurate, and patient-friendly manner.
• Build rapport with patients while professionally addressing questions, concerns, and enrollment objections to encourage participation.
• Manage the Scheduling inbox by responding to patient inquiries, triaging requests, routing clinical concerns, and ensuring timely follow-up in accordance with established workflows.
• Accurately document patient interactions, outreach attempts, enrollment outcomes, and other required information in a timely manner.
• Collaborate with client care teams, providers, and internal partners to ensure a seamless patient experience and continuity of care.
• Follow established outreach workflows, scripts, quality standards, and compliance requirements while adapting conversations to meet individual patient needs.
• Identify and escalate patient concerns, engagement barriers, and operational issues while effectively managing competing priorities and contributing to process improvements that support enrollment success.

Enrollment Specialist assisting patients in Phamily-enabled care programs

Enrollment Specialist – Part-Time

Enrollment Specialist helping patients understand and enroll in Phamily-enabled care programs. Conducting outreach and facilitating communication between patients, providers, and care teams.

• Evaluating the patient’s financial circumstances and providing information regarding potential resources to patients
• Assisting patients with the submission of applications, obtaining required verification, documenting identity and citizenship according to DMAP standards
• Following up with patients to assure timely submission and acting as liaison with DMAP to eliminate barriers to eligibility determinations
• Maintaining regular, consistent, and predictable punctuality and attendance
• Demonstrating knowledge of all aspects of medical assistance programs available through the Department of Human Services
• Working with billing department to identify potential covered charges that can be billed to DMAP or other insurance carrier
• Meeting in person, with patients referred by reception or other clinic staff
• Enrolling patients via-phone or virtually
• Providing monthly status reports to Management

Benefit Enrollment Specialist evaluating patient financial circumstances at La Clinica

Benefit Enrollment Specialist

Benefit Enrollment Specialist evaluating patient financial circumstances at La Clinica. Responsible for assisting patients with applications and documenting eligibility efforts.

Enrollment Specialist jobs in United States

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Retirement Plan Enrollment Specialist

Healthcare Open Enrollment Specialist

Open Enrollment Specialist

Open Enrollment Specialist

Open Enrollment Specialist – Part time

Enrollment Specialist

Enrollment Specialist – Health Outreach

Senior Enrollment Specialist – Credentialing

Medicare Member Enrollment Specialist

Senior Medicare Enrollment Specialist

Enrollment & Credentialing Specialist

Senior/Lead Online Enrollment Specialist

Senior/Lead Online Enrollment Specialist

Enrollment Specialist

Enrollment Specialist

Payer Enrollment Specialist – Contract

Enrollment Oversight – Quality Specialist

Enrollment Specialist

Enrollment Specialist – Part-Time

Benefit Enrollment Specialist