Enrollment Specialist

Primary Responsibilities:

• Answer inbound calls from multiple marketing sources
• Making outbound calls to both follow-up and secure potential new customer enrollments
• Verify potential new customers by asking a preset list of qualification questions
• Use approved scripting and rebuttals to successfully navigate the conversation
• Document all conversations with potential new customers in the CRM tool 
• Complete the intake questionnaire document in a detailed and thorough way 
• Gather all required supporting documentation from the potential new customer
• Facilitate the completion of enrollment signatures 
• Package all details and documentation for client level processing 
• All team members will be required to meet enrollment, call and quality KPI metric requirements.

Primary Responsibilities:

• Answer inbound calls from multiple marketing sources
• Making outbound calls to both follow-up and secure potential new customer enrollments
• Verify potential new customers by asking a preset list of qualification questions
• Use approved scripting and rebuttals to successfully navigate the conversation
• Document all conversations with potential new customers in the CRM tool 
• Complete the intake questionnaire document in a detailed and thorough way 
• Gather all required supporting documentation from the potential new customer
• Facilitate the completion of enrollment signatures  
• Package all details and documentation for client level processing
• Strong work ethic and strict schedule adherence is a must!