In Person Enrollment Specialist
Premier Financial Management Services, Indiana, PA, United States
About the Company
AssuranceSD is a mission‑driven organization providing administrative services that enable individuals to take ownership over their personal care services, ensuring 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, where, when, and who delivers the services. This keeps care recipients dignified during challenging times and ensures they receive appropriate care. Through facilitating self‑directed home and community‑based services, AssuranceSD improves the standard of home care available to aging seniors and individuals with disabilities.
Job 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 for the customer, you will successfully onboard new participants, workers, and vendors into the referred program, with a focus on detail and data accuracy. Responsibilities include processing enrollment packets, entering data, maintaining integrity, and ensuring system‑of‑record accuracy.
Benefits
Competitive Pay
Health insurance with Company Contributions
Holiday Pay
Paid time off
Vision insurance
401(k) with Company match
Life insurance
Long‑ and Short‑Term Disability insurance
Parental leave
Family & Medical Leave Act (FMLA)
Essential Job Functions / Responsibilities
Support 30‑35 incoming enrollments per month, maintaining them until successful conversion
Complete enrollment packets accurately and in a timely manner
Conduct in‑person enrollment (approximately 50% driving)
Ensure end‑to‑end enrollment process accuracy
Enter data into Smartsheet and other systems, including packet pre‑population and final system of record entry
Use MS Office Suite (Teams, SharePoint) for documentation and communication
Communicate professionally with internal and external stakeholders to resolve issues
De‑escalate tier‑one issues and overcome enrollment blockers (e.g., rescheduling, EIN errors)
Adaptability: pivot as needed, assist with projects, and demonstrate learning agility
Time management: prioritize, schedule, and complete tasks efficiently
Position Qualifications
One‑year relevant experience
Computer proficiency
Valid Driver’s License with a good driving record (MVR check)
Current vehicle insurance
Pass a Caregiver Background Check
Reside in Juneau or Monroe County, Wisconsin
Equal Employment 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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Job 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 for the customer, you will successfully onboard new participants, workers, and vendors into the referred program, with a focus on detail and data accuracy. Responsibilities include processing enrollment packets, entering data, maintaining integrity, and ensuring system‑of‑record accuracy.
Benefits
Competitive Pay
Health insurance with Company Contributions
Holiday Pay
Paid time off
Vision insurance
401(k) with Company match
Life insurance
Long‑ and Short‑Term Disability insurance
Parental leave
Family & Medical Leave Act (FMLA)
Essential Job Functions / Responsibilities
Support 30‑35 incoming enrollments per month, maintaining them until successful conversion
Complete enrollment packets accurately and in a timely manner
Conduct in‑person enrollment (approximately 50% driving)
Ensure end‑to‑end enrollment process accuracy
Enter data into Smartsheet and other systems, including packet pre‑population and final system of record entry
Use MS Office Suite (Teams, SharePoint) for documentation and communication
Communicate professionally with internal and external stakeholders to resolve issues
De‑escalate tier‑one issues and overcome enrollment blockers (e.g., rescheduling, EIN errors)
Adaptability: pivot as needed, assist with projects, and demonstrate learning agility
Time management: prioritize, schedule, and complete tasks efficiently
Position Qualifications
One‑year relevant experience
Computer proficiency
Valid Driver’s License with a good driving record (MVR check)
Current vehicle insurance
Pass a Caregiver Background Check
Reside in Juneau or Monroe County, Wisconsin
Equal Employment 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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