Enrollment Specialist, Counselor Coordination

Department: Client Services
Reports To: Manager, Benefits Support & Enrollment Operations
Location: Indianapolis, IN — Hybrid work schedule

Job Summary

The Enrollment Specialist is Selerix's front-line contributor to the readiness and execution quality of individual enrollment engagements. This role executes the coordination tasks that determine whether a benefit counselor shows up prepared for the client's employees — counselor assignment support, licensing and appointment processing, briefing and training logistics, and travel coordination — working under the guidance of the Manager and more experienced team members.

Enrollment engagements don't succeed automatically. A fully recruited and credentialed counselor workforce still has to be correctly assigned, properly briefed, legally licensed, appointed with the right carriers, equipped with the right technology access, and traveling to the right place at the right time. This role closes those gaps, task by task and engagement by engagement, while building the judgment to own that coordination independently.

Key Responsibilities

• Support completion of enrollment assignments by W2 and 1099 benefit counselors in alignment with the confirmed schedule, under the direction of the Manager or an Enrollment Success Manager.


• Assist with counselor assignment for assigned engagements — matching counselor profiles, licensing, carrier appointments, and availability to engagement requirements.


• Track assigned engagements during peak season and flag coverage risks or readiness gaps as soon as they're identified.


• Process the licensing checklist for each assigned engagement, confirming license status for contracted counselors and flagging gaps for resolution.


• Process carrier appointment paperwork for assigned engagements, confirming appointment status is current before the engagement start date.


• Maintain accurate licensing and appointment records for the active counselor roster under guidance from senior team members.


• Support upkeep of enrollment training materials for contracted counselors, flagging content that needs updating.


• Schedule counselor training sessions as directed, covering enrollment processes, technology and system use, and login credential setup.


• Assist in facilitating training sessions, providing hands-on guidance on enrollment technology use.


• Arrange travel accommodations for contracted counselors on assigned onsite engagements — hotels, rental cars, and airline tickets — within defined budget and timeline parameters.


• Confirm travel arrangements in advance and flag changes or issues to the Manager promptly.


• Build working knowledge of employee benefit offerings, including medical, life, disability, accident, critical illness, and hospitalization coverage.


• Develop proficiency navigating Selerix enrollment processes and technology, including benefits enrollment software, call center software, and electronic appointment sign-ups.


• Support post-enrollment lifecycle meetings, including scheduling, note-taking, and compiling post-meeting data and deliverables.


• Verify SharePoint access for account notes for assigned engagements, ensuring scheduled counselors have necessary permissions before engagement start.


• Use Monday.com and Microsoft Bookings to track assigned engagement activity and keep details current.


• Communicate clearly and professionally with counselors and internal stakeholders on assigned engagement tasks, escalating issues and risks with full context.

Qualifications

• 0–2 years of experience in employee benefits, benefits enrollment, call center enrollment, or a closely related field.


• Prior experience in a coordination, scheduling, or administrative support role in a fast-paced, deadline-driven environment preferred.


• Experience working in a structured environment with seasonal volume peaks a plus.


• Working knowledge of employee benefit offerings, or the ability to build that knowledge quickly.


• Strong organizational skills and attention to detail, with the ability to follow checklists and processes accurately across multiple assigned tasks.


• Clear, professional written and verbal communication skills.


• Ability to quickly develop working knowledge of the Selerix enrollment platform, Microsoft 365 (Teams, Bookings, SharePoint, Excel), and Monday.com.


• Associate's or bachelor's degree in business, human resources, or a related field preferred; high school diploma or equivalent required.


• Active licensure in applicable insurance lines (Life, Health, Accident, Long-Term Care) preferred but not required at hire. Candidates without current licensure must be willing and able to obtain and maintain all required licenses within a defined timeframe as a condition of employment.

Must be eligible for US employment.

We offer the following benefits:

• Medical, dental, and vision insurance


• 4 weeks paid time off (PTO)


• 9 paid Holidays


• 401k (with match)


• Basic Life


• Long Term Disability (LTD)