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In Person Enrollment Specialist

Premier Financial Management Services, Madison, WI, United States


AssuranceSD is a mission-driven organization providing administrative services that enable individuals to take ownership over their personal care services, ensuring that they receive quality and comprehensive care with minimal disruption. Our mission is to help strengthen communities by enabling individuals to elect and manage their own care programs, including how, when, where, and who delivers these services. This helps care recipients retain their dignity during what are often challenging times and ensures they receive the most appropriate services for their specific situation. Through facilitating self-directed home and community-based services, AssuranceSD improves the standard of home care available to aging seniors as well as individuals with disabilities.

JOB DESCRIPTION SUMMARY: The Enrollment Specialist plays an integral role in supporting the growth and success of AssuranceSD and its portfolio of businesses. As the first point of contact a customer has with AssuranceSD, Enrollment Specialists are responsible for successfully onboarding new participants, workers, and vendors into the referred program, with a focus on detail and data accuracy. With strong attention to detail, the Enrollment Specialist is responsible for processing enrollment packets and entering data, ensuring the integrity of information received and entered into the system of record.

Reside in Rusk or Sawyer County, Wisconsin

Competitive Pay

Health insurance with Company Contributions

HAS

Holiday Pay

Paid time off

Vision insurance

401(k) with Company match

Life insurance

Long- and Short-Term Disability insurance

Parental leave

FMLA

ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:

Directly support 30-35 incoming enrollments per month, maintaining them until successful conversion

Packet Completion (What good completion looks like)

In-Person Enrollment (50% traveling)

Accuracy

End-to-end enrollment process

Data entry (Smartsheet, packet pre-population) o Data entry (into system of record)

System of Record (FMS, Arborsoft..) MS Office Suite (Teams, SharePoint)

Writing Skills for a Professional Setting

Internal & external communication

Customer Satisfaction

De-escalating Tier one issues

Overcoming enrollment blockers (requesting reschedules, EIN errors, etc.)

Flexibility, Ability to pivot

Willingness to raise a hand (helping with projects…)

Learning agility (learning new skills over time)

Asking for help or identifying issues

Response to feedback (How it is received and actioned)

Time Management

Moving multiple priorities forward

Ability to schedule work and tasks to completion

POSITION QUALIFICATIONS:

Computer knowledge

Current Driver's License (MVR record)

Good Driving Record

Current Vehicle Insurance

Pass a Caregiver Background Check

Reside in Sawyer or Rusk County, Wisconsin

Equal Employer Opportunity Statement: We are an equal opportunity workplace committed to providing employment opportunities without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or any other characteristic protected by applicable federal, state, or local law.

Disclaimer: This job description outlines the general work required to perform core job responsibilities. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required of teammates assigned to this job.

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