Enrollment Specialist
About the role
This is a ground-floor opportunity to join a growing care navigation program at a moment when your contribution will directly shape how it scales. As an Enrollment Specialist, you are the first human voice a patient hears — and your job is to make that call count. You will introduce patients to a program designed to support their health and everyday needs, earn their trust, navigate their questions and hesitations, and secure their participation. This is an elevated, patient-centered outreach role in a healthcare context. The right person brings warmth and persistence in equal measure, is energized by meaningful conversations with older adults, and understands that a successful enrollment isn't measured by a verbal yes — it's measured by a patient who shows up.
What You'll Do
- Patient Outreach & Enrollment: Queue Management - Conduct outbound outreach to prospective program participants, working a structured referral queue with consistency and professionalism.
- Patient-Centered Communication: Introduce the program using plain, accessible language — communicating tangible benefits without clinical jargon or unnecessary complexity.
- Relationship Building: Build rapport with older adults, including those who may be skeptical, confused, or reluctant.
- Objection Handling: Proactively address common concerns and objections with warmth and confidence.
- Data Management: Gather required patient information during the outreach call and record it accurately in real time across applicable systems.
- Intake & Enrollment: Complete and document a clinical intake questionnaire with prospective patients who wish to enroll in the program.
- Appointment Scheduling: Coordinate and schedule the patient's initiating clinical appointment upon successful enrollment.
- Documentation & Compliance: Real-Time Documentation - Document all required information in real time during and immediately following each patient call.
- Rigorous Compliance: Follow all consent and compliance procedures without exception — consent gates apply strictly regardless of volume pressure or time constraints.
- System Accuracy: Log all outcomes and relevant patient details in program systems consistently, accurately, and thoroughly.
- Professional Growth: Respond constructively to quality reviews, call coaching, and performance feedback — structured coaching is a regular and vital part of this role.
KPI’s You’ll Drive
- Outreach attempts per day - number of calls and contacts made.
- Contact rate - % of outreach attempts that result in a live conversation with the patient.
- Attempts to contact - average number of touches required to reach a patient.
- Enrollment rate - % of contacted patients who consent and are enrolled with a same-call appointment booked.
- E/M show rate - % of enrolled patients who complete their initiating clinical appointment; this is the true measure of a successful enrollment.
- Re-engagement Rate - % of initially unreachable or hesitant patients successfully converted after follow-up outreach.
- Documentation accuracy & timeliness - % of calls with complete, same-day documentation.
- Call quality score - from structured coaching and QA reviews; measures compliance gate adherence, rapport, plain language use, and objection handling.
Who You Are
- Required: Authorized to work in the US without sponsorship, Availability to work Saturday-Wednesday 9am-6pm EST, Remote work experience with a demonstrated track record of self-directed performance, Proven outbound sales, enrollment, or conversion experience, 1+ years of patient-facing healthcare experience (e.g., medical clinic front office, patient registration, care coordination, enrollment, or telehealth outreach), Track record of objection handling and closing in a high-volume call environment, Ability to sustain energy, warmth, and professionalism across a full day of back-to-back calls, Comfortable and effective engaging with older adults, including those who are skeptical or hard to reach, Able to navigate multiple systems simultaneously during a live call — multi-screen proficiency required, Compliance-oriented — you understand that process gates exist for a reason and don’t cut corners under pressure, Metric-oriented mindset — tracks own performance, owns follow-through without being directed, High school diploma or equivalent required; associate’s or bachelor’s degree preferred, Builder mentality — you see the gap, you fill it, and you document how you did it so others can follow, Nimble and adaptive — you thrive in ambiguity and treat a fast-changing environment as an opportunity, not a stressor, Tech-forward — comfortable navigating multiple platforms simultaneously during a live call; quick to learn new tools and disciplined about real-time documentation, Resilient problem-solver — you don’t wait for perfect conditions; you find a way, Low ego, high output — equally comfortable owning the detail work and showing up credibly in strategic conversations.
- Nice to Have: Experience working with Medicare-enrolled or older adult populations, Familiarity with EHR, referral management, or care coordination platforms, Bilingual (Spanish or other languages depending on target population).
Why This Role
- Ground-floor opportunity to help build a program from day one — your work will directly shape how we grow.
- Close partnership with program leadership — your observations and insights will matter.
- Meaningful, mission-driven work with visible impact on the patients you enroll.
- Competitive compensation with growth trajectory tied to program expansion.
What We Offer
- Competitive compensation with monthly performance bonus opportunity,
- Health, Dental, and Vision insurance,
- Short-term Disability and Life Insurance (100% employer-sponsored),
- Long-term Disability,
- Supplemental Life Insurance (employee-sponsored),
- 401(k) Retirement Plan,
- 100% Remote / No Travel Required,
- 6 Paid Holidays,
- PTO: 10-15 days per year based on tenure milestones.