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Enrollment Coordinator

Role overview

Qualifications

  • Three to five years of successful experience in sales or sales support
  • Strong written and verbal communications skills
  • Strong organization and project management skills with attention to detail
  • Bachelor's degree preferred; five years of experience in a sales or sales support role acceptable in lieu of experience

Responsibilities

  • Facilitates implementation and onboarding processes for new or reserviced accounts
  • Develops, maintains and strengthens Customer relationships
  • Manages and facilitates the enrollment process through all phases
  • Serves as the point of contact for the customer, home office and field sales

Key facts

Hard skills

Other skills

  • Non-Verbal Communication
  • Social Skills
  • Solutions Focused
  • Professionalism
  • Self-Motivation
  • Physical Flexibility
  • Detail Oriented
  • Negotiation
  • Consulting

About the company

American Fidelity logo

American Fidelity

Insurance

American Fidelity is more than an insurance company. We offer benefits strategies to help empower employers to make benefits decisions that help both their organizations and their employees. We serve employers in the education, public sector, automotive and healthcare markets so we can provide specialized benefits recommendations. Many of our competitors offer one-size-fits-all benefits packages and services, but we believe you and your employees deserve a different opinion.Our products and services include:- Supplemental insurance- Reimbursement accounts and administration- Stop loss insurance for self-funded plans- Section 125 Plan administration- Online benefits enrollment software- Patient Protection and Affordable Care Act (ACA) consultingExplore our career opportunities at americanfidelity.com/careers.

Company details

IndustryInsurance
Company size1001 - 5000

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Job description

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Job Description:

Facilitates implementation and onboarding processes for new or reserviced accounts including developing, maintaining and strengthening Customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts.  Anticipates future customer needs and facilitates such awareness with home office and field sales management.  

Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases. This includes handling multiple enrollments simultaneously and maintaining schedules and deadlines for each.

Serves as the point of contact for the customer, home office and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment.

NOTE: This position’s responsibilities require the use of a Company car, therefore, the incumbent is assigned one for use.

Technical Skills and Requirements:

  • Three to five years of successful experience in sales or sales support
  • Strong written and verbal communications skills
  • Strong organization and project management skills with attention to detail
  • Strong interpersonal skills including ability to interact, consult, influence/persuade, negotiate and direct
  • Solutions-oriented attitude
  • Conflict management skills
  • Professional demeanor
  • Self-motivated
  • Extremely flexible with the ability to “think on your feet”
  • Strong knowledge of
    • AFEnroll enrollment platform  
    • Home office systems and processes:  Billing, Flex, Online Service Center, Claims, Flex, all components of the enrollment set up
    • Sales processes
    • Products and Services including imports
    • Compliance
    • Field, HSA and Agency
    • Employer processes, systems, data and pain points

Education Requirements:

Bachelor's degree preferred; five years of experience in a sales or sales support role acceptable in lieu of experience.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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