Enrollment Support Specialist
Core
Deliver virtual enrollment and retention support for employee benefits, providing education, technical assistance, and claims guidance to workers across the US.
Role type
Enrollment Support Specialist (Call Center)
Builds
Employee benefits enrollment and retention services for client companies
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Health & Life insurance licensing, inbound/outbound call handling, benefits education, technical support for enrollment platforms, claims documentation guidance, quality assurance auditing, Microsoft Office suite proficiency
Preferred skills
Spanish bilingualism, prior insurance/HR/sales experience, multi-tasking in fast-paced environments, sales aptitude
Technologies
Microsoft Office suite, virtual enrollment platforms, company-provided web portals
Responsibilities
Receive inbound interactions from workers regarding benefits; make outbound calls for retention; educate workers on benefits and enrollment offers; assist workers with navigating company platforms to complete enrollment; remind workers on filing claims and providing documentation; deliver scripted key messages; complete applications for non-affiliated carriers; maintain performance metrics; conduct quality assurance reviews and coaching; document customer interactions; submit forms and tickets for reporting processes.
Seniority
Individual Contributor, entry to mid-level