Outreach & Enrollment Coordinator

About the role

The Outreach & Enrollment Coordinator plays a key role in driving participant growth and community engagement for Seen Health's PACE program. This individual serves as the first point of contact for prospective participants, delivering exceptional customer service while guiding them through the enrollment process. Working closely with both the outreach and enrollment teams, the Coordinator is responsible for managing inquiries, supporting events, scheduling appointments, and facilitating communications between departments.

This position combines administrative precision with a passion for community health and advocacy for senior care.

Responsibilities

• Serve as the primary contact for incoming inquiries, responding to calls from prospective participants and conducting timely follow-ups to support enrollment.
• Clearly communicate the Seen Health PACE enrollment process, ensuring a high conversion rate from inquiry to in-home visit.
• In collaboration with the Eligibility Specialist and Intake Specialist, address financial eligibility concerns, including Medi-Cal questions, Share of Cost (SOC) issues, and related documentation.
• Perform Medi-Cal information review, application, and follow-up with DPSS until the Medi-Cal case is fully resolved.
• Demonstrate a comprehensive understanding of the MOE Playbook and apply its principles to daily operations.
• Independently schedule and facilitate Enrollment Conferences, ensuring new participants are guided through all required steps and supported throughout the initial assessment process.
• Manage scheduling for participant tours, in-home assessments, Level of Care (LOC) visits, SW and PCP assessments, Enrollment Conferences, and associated transportation.
• Support the Growth Lead in facilitating MOE team meetings, including tracking assignments, documenting follow-ups, and logging action items in Orbit.
• Represent Seen Health at community events coordinated by outreach specialists, including health fairs, mixers, and provider meetings.
• Aid in the setup, organization, and staffing of events to ensure a positive and engaging experience for attendees.
• Collect participant information during events and enter accurate data into the Orbit system, assigning leads to the appropriate Outreach Specialists.
• Educate seniors and referral partners about the PACE program and its benefits during community outreach efforts.
• Maintain a professional and approachable demeanor when interacting with the public at outreach events.
• Ensure timely and accurate completion of all required documentation.
• Maintain confidentiality of participant and company information in accordance with HIPAA and company policies.
• Actively participate in team meetings, quality improvement activities, and staff training.
• Keep supervisors informed of work.
• Adapt to changing business needs and take on additional responsibilities as assigned.

Qualifications

• Education: Associate's degree in a related field required; Bachelor's degree preferred.
• Experience: Minimum of 1 years of experience in a similar role, preferably in healthcare, outreach, or customer service.
• Customer Service Skills: Strong interpersonal and communication skills with a customer-first mindset.
• Independence: Ability to manage tasks effectively with minimal supervision and adapt to shifting priorities.
• Transportation: Must have reliable transportation to attend events and conduct outreach in the community.
• Technical Proficiency: Comfortable using Mac OS and Google Workspace (Docs, Sheets, etc.); open to learning and using new software platforms.
• Language Skills: Bilingual proficiency in Mandarin or Cantonese is strongly preferred.
• Medical Clearance: Required that Team Members must have medical clearance for communicable diseases and up-to-date immunizations before having direct participant contact.