Enrollment Specialist-Orange County, CA

Job Description

Job Description

Enrollment Specialist I

Warner Pacific- Orange County, CA

The Enrollment Specialist I is primarily responsible for performing enrollment meetings on behalf of the company and our brokers. The Enrollment Specialist I will be required to facilitate in-person, virtual and recorded open enrollment meetings. This job requires a working knowledge of Medical and Ancillary carriers and plans for Small Group, Large Group and Alternative Funding. Required to have knowledge of benefits, enrollment and underwriting guidelines for each carrier. The Enrollment Specialist I operate at an introductory level, with supervision and enhanced direction.

Overview of Responsibilities

Successfully complete the required basic training. Able to perform all job functions with assistance from co-workers, specialists and managers; including but not limited to the following :

• Conduct timely arrival and planning of enrollment meetings in person, recorded and via zoom. Observations may be conducted to ensure level of execution.
• Communicate directly with Sales Consultants and Pre-Sales Support Specialist in order to prepare for enrollment meetings. Provide summary of status of meeting once complete.
• Collect required information for enrollment meeting preparation from Sales Consultants or broker for enrollment meetings and PowerPoint creations with oversight.
• Exceptional presentation skills.
• Demonstrate understanding of market factors, carriers, plans, and benefits for the carriers in California.
• Learning Alternative Funding products in CA in order to fully explain the products at enrollment meetings.
• Demonstrate ability to navigate and properly use the Company’s website and tools.
• Generate PROvider Finder and PRORx searches as requested.
• Proficiency in Zoom and other presentation platforms as needed.
• Observe and have awareness of the PowerPoint creation process.
• Participate in team collaboration to help identify enhancements for broker and client open enrollment experiences (includes pre-enrollment communication and presentation).
• Learning internal workflow.
• Learning and observing the role of Pre-Sales team members.
• Provide back up or complete other activities as assigned in other areas within the department / company as needed / requested.
• Must be bilingual in English and Spanish in order to conduct bilingual enrollment meetings and presentations.

Additional Skills and Requirements

Compensation