Enrollment Specialist

• Serve as the internal expert on the patient and caregiver onboarding experience
• Own program outreach, education, and remote enrollment from start to finish
• Manage a high-volume call list to educate patients and care teams about the Tembo Health program
• Coordinate with members, caregivers, and families to obtain program consent
• Collaborate with the Clinical Team and partner organizations to schedule virtual assessments
• Enroll new patients and caregivers into the program
• Maintain accurate, timely records of interactions, assessments, and follow-ups across platforms
• Consistently meet performance KPIs
• Work effectively within the timeframes of a fast-paced startup
• Perform other assigned duties

• Call new Mira Mace patients back quickly after signup
• Learn what patients are dealing with and explain how Mira Mace’s care works and how Medicare covers it
• Book patients’ first doctor visit during the initial call
• Spend approximately 6.5 hours per day speaking with patients by phone
• Achieve a daily target of 15 activations, defined as patients whose first doctor visit was booked on the call
• Listen to patients and confirm Medicare and plan details
• Explain Mira Mace services in plain language
• Follow up by phone and text with patients who did not answer or were not ready
• Document every conversation in the platform
• Flag urgent needs to the care team
• Take incoming calls from patients calling back

Patient Enrollment Specialist – Medicare

• Serve as the first person new Mira Mace patients speak with
• Call new signups back quickly and answer return calls from patients
• Learn about patients’ healthcare needs and explain how Mira Mace’s care works and how Medicare covers it
• Book patients’ first doctor visits during the call
• Listen, confirm Medicare and plan details, explain services in plain language, and secure a booked visit
• Follow up by phone and text with patients who did not answer or were not ready
• Document every conversation in the platform
• Flag urgent needs to the care team
• Work approximately six hours daily on patient phone conversations

• Review and prioritize patient census
• Reach out to patients to explain services and enroll them in appropriate programs
• Provide support by addressing inquiries
• Schedule initial and annual appointments
• Enter documentation into designated systems
• Handle calls, texts, facsimiles, and electronic queues while taking notes and speaking to customers
• Resolve caller issues completely with empathy and persistence
• Work from the office as necessary based on business needs
• Participate in required in-person training sessions
• Work within a structured schedule, including occasional overtime or flexibility

Patient Enrollment Specialist I

• Review and prioritize patient census
• Reach out to new and existing patients
• Explain services to patients
• Enroll patients into appropriate programs based on line of business
• Address patient inquiries
• Schedule initial and annual appointments
• Enter documentation into designated systems
• Handle calls, texts, facsimiles, and electronic queues while taking notes and speaking with customers
• Work from the office as necessary
• Collaborate with patients through virtual and in-person interactions

• Respond quickly to new inquiries and maintain consistent communication with students and parents throughout the admissions process
• Complete required outbound calls to prospective students
• Conduct telephone-based and on-site consultations regarding educational goals
• Review programs and advise parents/students on admission requirements
• Ensure admission paperwork is completed and filed appropriately
• Enter new student information accurately into the CRM system
• Maintain targeted conversion metrics throughout the admissions process
• Recruit students who left the program and assist them with obtaining educational support
• Attend internal meetings to monitor enrollment goals, review policies and procedures, and develop recruitment strategies
• Analyze recruitment and retention data and make strategic recommendations to leadership
• Travel for recruitment and school-related events
• Ensure students/parents meet with Student Advisors to outline Program Completion Plans
• Create community partnerships for student recruitment and attend community events
• Stay informed about industry trends and changes
• Clearly articulate the mission and value of Pathways in Education
• Make recommendations to continue or shift initiatives using tracked data
• Perform other duties as assigned

Online Programs Enrollment Specialist – Online, Mesa

• Process insurance applications accurately and efficiently
• Review applications for completeness, identifying and requesting missing information
• Verify customer data using internal systems and/or direct customer communication
• Assess applications against basic underwriting requirements
• Ensure data-file accuracy and resolve inconsistencies in submitted information
• Prepare and send correspondence related to member insurance notices and policy requests
• Issue insurance coverage materials upon successful application processing
• Enter key application data accurately into multiple systems
• Collaborate with internal teams to ensure compliance with enrollment policies and procedures

• Convert inbound inquiries into scheduled appointments through consultative sales techniques
• Build trust quickly by understanding each prospective client's unique needs, concerns, and goals
• Guide prospective clients through the decision-making process using empathy, active listening, and solution-oriented conversations
• Communicate the value of Thriveworks' mental health services
• Ask for commitment and confidently close enrollment opportunities
• Use proven sales techniques to overcome objections while maintaining a compassionate, client-first approach
• Recommend alternative providers, appointment options, or services when the client's preferred choice is unavailable
• Maximize conversion opportunities while ensuring each client receives an exceptional experience
• Consistently achieve or exceed sales and quality metrics, including conversion rate, intakes, appointment show rate, revenue contribution, QA, scheduled adherence, and productivity

Client Enrollment Specialist

• Assess volunteer and mentee eligibility for participation in the Big Brothers Big Sisters program
• Conduct volunteer orientations, interviews, home visits, and enrollment activities
• Facilitate parent/child interviews, provide child safety education, and complete enrollment procedures
• Identify families needing additional services and make referrals
• Engage with Ready to be Matched youth and families through scheduled updates and activities
• Partner with schools to foster youth referrals
• Review references and conduct volunteer and client reassessments
• Analyze enrollment information and recommend participants and matches based on qualifications and interests
• Consult with staff on matching decisions and provide match recommendations
• Maintain accurate records and use technology for data reporting and analysis
• Facilitate in-person match meetings and coordinate schedules
• Provide ongoing support focused on child safety, relationship development, youth outcomes, and volunteer satisfaction
• Coach match participants using active listening and questioning techniques
• Apply child safety and risk management protocols
• Address challenges within matches and develop interventions for additional support
• Conduct and track match surveys
• Conduct exit interviews for match closures and assess re-matching potential
• Support philanthropic efforts and foster donor and business partnerships
• Represent the organization in the community and collaborate on additional projects
• Attend training sessions and meetings as directed
• Perform additional duties as assigned

Enrollment Specialist, Spanish Speaking

• Prepare, process, and maintain enrollment and disenrollment requests
• Verify and maintain applicable eligibility requirements
• Review and process CMS transactions
• Review Medicaid eligibility and complete verification processes
• Resolve enrollment system rejections according to regulatory and client-specific guidelines
• Reconcile membership reports as required by CMS
• Attend and successfully complete client and employer training
• Mentor junior team members
• Collaborate on special projects, including process documentation, training, and quality reviews
• Communicate with management about issues and concerns and take preventive measures to ensure case accuracy and quality
• Participate in management-assigned projects
• Perform other assigned duties

Enrollment Specialist jobs in United States