Enrollment Specialist

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Scope and Purpose:

The Enrollment Specialist is responsible for keying application data into our system and applying processing rules to determine actions required. The role is responsible for making policy changes from change reports. The role may handle billing changes and other updates as needed.


Duties and Responsibilities:

  • Key applications in an accurate and timely manner.
  • Apply business rules to assure the policy is issued and adhere to compliance rules.
  • Correspond with other teams in a professional and concise manner.
  • Complete special projects and tasks as assigned.

Minimum Qualifications:


High School Graduate or equivalent (GED); financial or insurance industry knowledge preferred.


Knowledge, Skills and Abilities:

  • At least 1 year of data entry experience.
  • Insurance knowledge is a plus.
  • Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
  • Ability to make procedural decisions and judgments on sensitive, confidential issues.
  • Ability to multi-task, set priorities, and manage time effectively.
  • Ability to absorb, retain, and recall information.
  • Dependable and flexible.
  • Computer literate; demonstrates proficiency in the use of Microsoft Word and Excel.
  • Strong data and records management skills.

Travel Requirements:

This position does not require travel. This is a fully remote position.


Professional Development:

  • Establish annual objectives for professional growth.
  • Keep pace with developments in the discipline.
  • Learn and apply technologies that support professional and personal growth.
  • Participate in the evaluation process.


Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.


Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.


Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.



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