Enrollment Coordinator

American FidelityColorado Remote, CO
Onsite

About The Position

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.

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 “think on your feet”
  • Strong knowledge of AFEnroll enrollment platform
  • Strong knowledge of Home office systems and processes: Billing, Flex, Online Service Center, Claims, Flex, all components of the enrollment set up
  • Strong knowledge of Sales processes
  • Strong knowledge of Products and Services including imports
  • Strong knowledge of Compliance
  • Strong knowledge of Field, HSA and Agency
  • Strong knowledge of Employer processes, systems, data and pain points

Responsibilities

  • Facilitates implementation and onboarding processes for new or reserviced accounts
  • Develops, maintains and strengthens 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
  • Drives growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases
  • Handles 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
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