Enrollment Support Specialist

Job Summary:

The Enrollment Support Specialist will work closely with the Call Center Manager, Account Managers, and Sales & Enrollment Leader for the Preferred Team in the implementation of new business opportunities.  This position is responsible for administrative support in relation to cases with data integrity using various methods and systems.

Duties/Responsibilities:

• Creation, editing, and distribution of Benefit Coach Quarterly Newsletter.
• Logging of voicemails for the Preferred+ cases.
• Process and track appointments with carriers for Benefit Coaches.
• Hourly call      center activity report posted in internal chat.
• Manage the process for FLIMP digital postcards for Preferred+ cases.
• Process and track all text messages for Preferred+ cases.
• Premium tracking for all Preferred cases on a weekly basis.
• Track and enter Book of Business report related data.
• Verify case name with the commission splits and products sold on each case.
• Verify received commissions post Open Enrollment on the voluntary benefits by product.
• Confirm all commission split cases have a signed commission agreement on file.

Required Skills/Abilities:

• Resident Life and Health insurance license required.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software.

Physical Requirements:

Remote position with prolonged period of sitting at a desk and working on a computer.