Enrollment Coordinator

About the role

Facilitates implementation and onboarding processes for new or reserviced accounts, including developing, maintaining, and strengthening customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts. Anticipates future customer needs and facilitates such awareness with home office and field sales management.

Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases. This includes handling multiple enrollments simultaneously and maintaining schedules and deadlines for each. Serves as the point of contact for the customer, home office, and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment.

This position requires the use of a company car, which will be assigned to the incumbent.

Responsibilities

• Develop, maintain, and strengthen customer relationships through pre-defined customer service and administrative support.
• Anticipate future customer needs and communicate them to home office and field sales management.
• Drive growth and participation in assigned enrollments by managing the enrollment process through all phases.
• Handle multiple enrollments simultaneously while maintaining schedules and deadlines.
• Serve as the primary point of contact for customers, home office, and field sales to ensure quality, cost containment, consistency, and a positive customer experience.

Requirements

• Three to five years of successful experience in sales or sales support.
• Strong written and verbal communication skills.
• Strong organization and project management skills with attention to detail.
• Strong interpersonal skills, including the ability to interact, consult, influence, persuade, negotiate, and direct.
• Solutions-oriented attitude with conflict management skills.
• Professional demeanor and self-motivation.
• Extreme flexibility with the ability to "think on your feet."
• Strong knowledge of the AFEnroll enrollment platform.
• Familiarity with home office systems and processes: Billing, Flex, Online Service Center, Claims, and all components of enrollment setup.
• Understanding of sales processes, products and services (including imports), compliance, field operations, HSA, agency, and employer processes, systems, data, and pain points.

Qualifications

Bachelor's degree preferred; five years of experience in a sales or sales support role acceptable in lieu of a degree.