About The Position

A pioneer in the caregiving space, Careforth supports family caregivers across the United States to confidently care for their loved ones at home. Through a combination of in-person home visits, remote coaching and our proprietary digital collaboration app, we provide caregivers with support, guidance, confidence, and connection to resources they need. The Caregivers and families we support stay with Careforth for many years, building lasting relationships along the way. Join us today and live our values: lead with heart, cultivate trust, go beyond. The Enrollment Specialist is responsible for outbound communication to prospective care recipients and caregivers, serving as the organization's ‘front door' to welcome new individuals into our Caregiver Coaching program. Bilingual in English and Spanish required. This role will conduct outreach using contact information from membership lists provided by our health plan partners. The Enrollment Specialist will evaluate eligibility, collect intake information, share information about the value of Careforth's offerings, and provide guidance on the next steps of enrollment. This position is intended to drive activations while ensuring an excellent customer experience.

Requirements

  • Fluency in both English and Spanish is required for this role.
  • 2+ years high-volume customer service or inside sales experience, preferably in healthcare.
  • Strong attention to detail and experience with data integrity in a regulated environment.
  • Exceptional active listening and communication skills with a focus on empathy; multilingual skills a plus.
  • Demonstrated ability to multitask across multiple systems and easily learn new process flows.
  • Proficiency with MS Office and Excel; experience with Salesforce and case management systems preferred.

Responsibilities

  • Conduct proactive outreach via phone and email to support new enrollments into Caregiver Coaching program and follow-up to expeditiously advance qualified individuals through the eligibility and enrollment process.
  • Provide program information specific to various health plans, educating on the value of the Careforth's services and thoughtfully answering questions.
  • Work across multiple computer systems accurately and efficiently to enter documentation of all activities while adhering to quality standards, maintaining confidentiality, and observing HIPAA requirements.
  • Offer excellent customer service using empathy, inquiry, and advocacy.
  • Perform the intake process, gathering and documenting information pertaining to both the caregiver and care recipient.
  • Support caregiver onboarding to drive early engagement; carry out Careforth app provisioning, orientation, and guidance to complete initial account setup.
  • Collaborate and communicate cross functionally with the Care Coaching team to ensure seamless case handoffs.
  • Perform inbound and outbound communication tasks (calls, emails, text) to support Careforth enrollment goals.
  • Provide recommendations for process improvements to optimize workflows that support growth.
  • Participate in special projects and perform other duties as assigned.
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