Enrollment Representative

We need to output HTML fragment with sections: Responsibilities, Requirements (or Qualifications), Benefits, Pay (if present). Also maybe Skills? The posting includes responsibilities, required qualifications, benefits, pay range. Also there is a line "This role offers a competitive base salary with additional commission opportunity." That's pay info. Also "Posted Pay Range $59,800 - $74,800". So we should include Pay section with that range. Benefits: list benefits. Requirements: list required qualifications (experience, education, etc). Also maybe Skills: CRM, etc. But we can combine into Requirements. We must not repeat job title. No headings for Job ID etc. Remove boilerplate: EEO, legal, fraud disclaimer, etc. Also remove "Applicants are considered until the position is filled." etc. Also remove "Additional Information Compensation Disclaimer" etc. Keep substantive info. We need to use

for section headings. Use

• for any list of duties/requirements/benefits. Use

  for prose. We must preserve all substantive info, not invent or summarize away detail. So we need to include all responsibilities bullet points? The responsibilities are in paragraphs with percentages. We could break into

  • each bullet? The instruction: Use
    • for any list of duties/requirements/benefits. So we should convert responsibilities into list items. Also requirements into list. Benefits into list. We need to avoid filler like "commensurate with experience". Not present. We need to include Pay section only if posting actually states them. Yes we have pay range and base salary + commission. So include Pay section with that info. Schedule? Not mentioned. So omit. Now craft HTML. Structure:

      Responsibilities

      • ... (list each responsibility)
      ...
      We need to capture all responsibilities text. Let's extract bullet points from responsibilities section. Original responsibilities paragraph: "We seek passionate, tech savvy, outreach-oriented, dedicated team members to channel their professional healthcare experience into bringing InnovAge to the forefront of modern senior care. As the senior population grows, we are here to meet the urgent needs of the frail and economically challenged populations we serve. You will help seniors/caregivers assemble the documentation required to enroll in the InnovAge PACE program, guiding them through the journey and address/anticipate questions to ultimately deliver a successful enrollment outcome. The role will allow the ability to create relationships which expand InnovAge’s reach into the healthcare landscape. Self-starters with experience in post-acute, senior resource, and managed care settings will allow more seniors to maintain their independence, aging in place, and improving their quality of life. Mobile CRM platforms allow the team to stay in the field and foster relationships without interrupting their day with administrative tasks in an office. The Enrollment Representative is responsible for ensuring each region timely and efficiently enrolls monthly participants according to budgeted sales goals. They serve as the main point of contact throughout the qualification and onboarding process for individuals interested in enrollment into InnovAge programs and services. Representing InnovAge, this position manages education, initial intake meetings, enrollment, Medicaid and follow-up through the enrollment process. Meeting the needs of professional medical care providers and community-based referral sources to efficiently convert leads to enrollments will position the Enrollment Representative as an integral part of the sales cycle. Facilitating enrollments through best practice processes creates a positive experience for new participants, encouraging them to refer friends and family to the enrollment representative directly to sell the program in the moment. This role offers a competitive base salary with additional commission opportunity. Potential Participant Inquiry – 40% Receives communication from call center, broker, and/or PACE/LIFE Specialist to handoff qualified referrals. Confirms intake appointment schedule and arrives to appointments on time. Completes intake profile with all requested information directly into the Customer Relationship Management (CRM) tool. Profile completed with information obtained from prospective participant or their representative and referral sources when applicable. Gathers information regarding individual situation and service needs. Promotes the program to the prospective participant, family members and/or their representatives, aligning messaging with the individual needs of the customer. Moves the sale forward during every prospect interaction. Provides exceptional customer service to individuals who inquire about, enroll in, and/or participate at InnovAge referral sources. Integrates as a trusted resource who is able to meet the needs of referral sources and prospective participants, encouraging more referrals to be submitted to InnovAge PACE. Based on comprehensive knowledge of all InnovAge services within the continuum of care, identifies most appropriate services for each potential participant based on their individual situation and needs. Schedules center visits, home visits, tours and other interactions with affiliate staff to familiarize potential participants with InnovAge programs and services. Utilizes excellent customer service and effective sales techniques to increase service as appropriate for each individual. Strategically identifies and generates additional referrals through referral source and prospective participant interactions. Enrollment Process Management – 50% Real time accurate updates of prospect progress into CRM. Works closely with applicant and/or applicant’s representatives as primary point of contact throughout enrollment process. Coordinates with applicant and/or applicant’s representatives to collect necessary information and documentation throughout the approval and Medicaid enrollment process. Maintains accurate documentation and actively monitors the application process for each potential participant/client throughout the enrollment process to ensure participant/client is enrolled Presents prospect cases to their assigned center’s enrollment decision team to advocate for the prospects and make the internal sale to the team by presenting accurate and pertinent information regarding the prospect’s living situation, condition and service needs. Closely collaborates with the Eligibility and Financial Determination department and related third parties to properly complete, submit and monitor Medicaid application process to help individuals access Medicaid benefits in order to enroll in InnovAge PACE/LIFE or other affiliate as appropriate. Understands, possesses and utilizes sales skills to “close” the transaction. Performs home visits and/or day center visits to complete all Medicaid enrollments within required timeframes. Post Enrollment Follow up/Additional Duties – 10% To ensure prospect’s smooth transition into the program, works closely with the interdisciplinary team, marketing/sales, call center, operations, Medicaid, accounting, and others. Provides hand off of cases when appropriate to key staff post-enrollment. Works closely with affiliate staff and InnovAge marketing/sales to increase community awareness of and strengthen positive brand image of InnovAge and its affiliates. Performs other duties as requested in a positive and helpful manner to ensure a smooth-running work area." We need to break into list items. Could group by sections but each bullet can be a sentence. We'll produce list items for each distinct duty. We'll need to be careful not to lose info. Let's create list items: - Help seniors/caregivers assemble documentation required to enroll in the InnovAge PACE program, guiding them through the journey and address/anticipate questions to deliver successful enrollment outcome. - Create relationships that expand InnovAge’s reach into the healthcare landscape. - Serve as main point of contact throughout qualification and onboarding process for individuals interested in enrollment into InnovAge programs and services. - Manage education, initial intake meetings, enrollment, Medicaid and follow-up through the enrollment process. - Meet needs of professional medical care providers and community-based referral sources to efficiently convert leads to enrollments, positioning as integral part of sales cycle. - Facilitate enrollments through best practice processes to create positive experience for new participants, encouraging referrals. - Ensure each region timely and efficiently enrolls monthly participants according to budgeted sales goals. - Receive communication from call center, broker, and/or PACE/LIFE Specialist to handoff qualified referrals (Potential Participant Inquiry – 40%). - Confirm intake appointment schedule and arrive to appointments on time. - Complete intake profile with all requested information directly into the CRM tool. - Gather information regarding individual situation and service needs. - Promote the program to prospective participant, family members and/or representatives, aligning messaging with individual needs. - Move the sale forward during every prospect interaction. - Provide exceptional customer service to individuals who inquire about, enroll in, and/or participate at InnovAge referral sources. - Act as trusted resource to meet needs of referral sources and prospective participants, encouraging more referrals. - Based on comprehensive knowledge of InnovAge services, identify most appropriate services for each potential participant. - Schedule center visits, home visits, tours and other interactions with affiliate staff to familiarize potential participants with InnovAge programs and services. - Utilize excellent customer service and effective sales techniques to increase service as appropriate. - Strategically identify and generate additional referrals through referral source and prospective participant interactions. - Provide real-time accurate updates of prospect progress into CRM (Enrollment Process Management – 50%). - Work closely with applicant and/or representatives as primary point of contact throughout enrollment process. - Coordinate with applicant and/or representatives to collect necessary information and documentation throughout approval and Medicaid enrollment process. - Maintain accurate documentation and actively monitor application process for each potential participant/client to ensure enrollment. - Present prospect cases to assigned center’s enrollment decision team to advocate for prospects and make internal sale by presenting accurate pertinent information regarding living situation, condition and service needs. - Collaborate with Eligibility and Financial Determination department and related third parties to properly complete, submit and monitor Medicaid application process to help individuals access Medicaid benefits to enroll in InnovAge PACE/LIFE or other affiliate. - Understand, possess and utilize sales skills to “close” the transaction. - Perform home visits and/or day center visits to complete all Medicaid enrollments within required timeframes. - Ensure prospect’s smooth transition into the program by working closely with interdisciplinary team, marketing/sales, call center, operations, Medicaid, accounting, and others (Post Enrollment Follow up/Additional Duties – 10%). - Provide hand off of cases when appropriate to key staff post-enrollment. - Work closely with affiliate staff and InnovAge marketing/sales to increase community awareness and strengthen positive brand image. - Perform other duties as requested in a positive and helpful manner to ensure a smooth-running work area. That seems comprehensive. Now Requirements section: list required qualifications. From posting: "Required 2+ years of proven successful healthcare focused sales, intakes or admissions in both B2B (hospitals, healthcare providers, senior living communities, etc.) referrals sources and B2C (individual patient) settings, Medicare Advantage plans, Managed Care Medicaid plans, Veterans Administration health benefits; or equivalent combination of education and experience Must have experience in comparable healthcare, insurance, or related industry with a track record of "closing" the sale. Sophisticated experience and skilled in using CRM database systems (e.g. Salesforce, Microsoft Dynamics, Hubspot, Zoho, Playmaker, etc.) Bachelor’s degree in business, sales, marketing, social work or a related field from an accredited college/university or applicable work experience in lieu of degree. Requires personal transportation, valid state issued driver’s license, good driving record and auto insurance as required by law." We'll make list items. Benefits section: list benefits. From posting: "InnovAge offers an alternative to nursing homes through its Program of All-inclusive Care for the Elderly (PACE), which provides enrolled seniors with customized healthcare and social support at PACE Adult Day Health Centers. These centers are staffed by medical professionals who are committed to creating personalized care plans for each participant. At InnovAge, our team members are our greatest asset and have a significant impact on the lives of our participants every day. When you join InnovAge, you'll work alongside talented, respectful, and passionate colleagues within a patient-centered care model. Our extensive benefits package includes medical/dental/vision insurance, short and long-term disability, life insurance and AD&D, supplemental life insurance, flexible spending accounts, 401(k) savings, paid time off, and company-paid holidays. InnovAge offers a comprehensive benefits package, which includes medical, dental, vision, 401(k) plan with company match, short and long-term disability, life insurance, supplemental life insurance, ADD, flexible spending account, paid time off and company paid holidays." We need to avoid duplication. Combine unique items. List: - Medical, dental, and vision insurance - Short-term and long-term disability - Life insurance and AD&D - Supplemental life insurance - Flexible spending accounts - 401(k) savings