Enrollment Coordinator

The Medicare Family•Noblesville, IN

1d•Onsite

About The Position

The Medicare Family is looking for an Enrollment Coordinator to join their team in Noblesville. This role is focused on assisting individuals with Medicare inquiries, acting as the first point of contact. It is not a sales position; the primary responsibilities include listening to client needs, understanding their situation, and connecting them with the appropriate team member. The role involves managing inbound calls, maintaining a follow-up pipeline, and ensuring a positive customer experience.

Requirements

Customer service experience (retail, restaurant, healthcare, call center, front desk, or similar)
Comfortable spending most of the day on the phone
Clear and professional communication skills
Ability to explain complicated information in simple terms
Patient, personable, and genuinely enjoys helping others
Organized and detail-oriented
Ability to learn new technology and software quickly
Reliable attendance and takes appointments seriously
Comfortable working with people who may need extra patience and guidance

Nice To Haves

An insurance license
Previous insurance experience
Sales experience
A college degree

Responsibilities

Take inbound calls and scheduled appointments from people who have requested assistance
Ask questions and listen carefully to understand each client's Medicare situation
Determine whether someone is ready to move forward or needs additional follow-up
Connect qualified, ready-to-enroll clients with a licensed agent
Maintain a follow-up pipeline for clients who aren't ready to make a decision
Follow up with clients as their Medicare enrollment window approaches or circumstances change
Keep accurate and detailed notes in our CRM
Manage scheduled appointments while responding to inbound calls
Provide a friendly, patient, and professional experience on every call