Enrollment Representative Lead

Elevation Senior Services•Colorado Springs, CO

1d•$57,784 - $66,450•Onsite

About The Position

Under the direction of the Intake & Enrollment Manager, the Enrollment Representative Lead helps ensure timely and efficient monthly enrollments in line with budgeted sales goals. The role is the primary contact for people considering Rocky Mountain PACE (RM PACE) programs and services, guiding them through qualification, intake, onboarding, enrollment, Medicaid enrollment, and follow-up. The Lead also provides subject-matter guidance to other Enrollment Representatives and helps maintain accurate, effective intake and enrollment processes. The position works with prospective participants, their representatives, referral sources, and internal teams to explain RM PACE services, identify appropriate services, collect required information and documentation, coordinate visits and assessments, and support applicants through Medicaid and enrollment decisions. The role is expected to use customer service and sales skills to advance prospects through the process and contribute to census goals. Local travel is required. A monetary lead add-on of $2,600 will be applied to the listed salary range.

Requirements

Bachelor’s degree in business, sales, marketing, social work, or a related field from an accredited college or university, or applicable experience in lieu of the educational requirement.
Two years of proven successful healthcare-focused sales and marketing experience involving both B2B referral sources and B2C individual-patient settings, Medicare Advantage plans, Managed Care Medicaid plans, Veterans Administration health benefits, or an equivalent combination of education and experience.
Experience in a comparable healthcare, insurance, or related industry and ability to close sales.
Proven track record of meeting or exceeding sales goals.
Personal transportation, a valid state-issued driver’s license, a good driving record, and auto insurance as required by law.
Extensive knowledge of community resources available to seniors and their families.
Ability to represent the program effectively to participants, families, outside agencies, community groups, community professionals, and the general public.
Ability to work independently and exercise sound judgment.
Excellent written and verbal communication skills and ability to interact clearly and effectively with internal and external customers.
Strong administrative support skills and proficiency with Microsoft Office suite software, including Excel.
Ability to establish and maintain effective working relationships with participants, coworkers, vendors, medical staff, and the public.
Ability to meet the stated performance indicators of at least 26 home visits and 10 participant enrollments per month.

Nice To Haves

Experience working with elderly and/or disabled populations.
Experience working with an Electronic Health Record.

Responsibilities

Guide Enrollment Representatives on complex intake matters, informed decisions, process best practices, and work quality; provide support during enrollment and post-enrollment follow-up as needed.
Receive qualified referrals and coordinate intake appointments; complete prospect profiles in the CRM using information from prospective participants, representatives, and referral sources.
Gather information about prospective participants’ circumstances and service needs, promote RM PACE in a way that addresses those needs, and advance the sale during prospect interactions.
Provide customer service to prospective participants, participants, and referral sources, and build collaborative relationships that encourage additional referrals.
Identify appropriate RM PACE services based on knowledge of the continuum of care; schedule center visits, home visits, tours, and other introductions to program services.
Use customer service and sales techniques to identify appropriate opportunities to increase services and generate additional referrals.
Update prospect progress accurately and in real time in EHR and/or CRM systems; serve as the primary contact for applicants and their representatives throughout enrollment.
Coordinate collection of information and documentation for approval and Medicaid enrollment; schedule and document enrollment, assessment, Medicaid, and level-of-care activities as appropriate.
Monitor applications and maintain accurate, timely documentation; share information with team members and present accurate, relevant prospect cases to the enrollment decision team.
Collaborate with the Eligibility Advocate and third parties to complete, submit, and monitor Medicaid applications; perform home or day-center visits to complete Medicaid enrollments within required timeframes.
Use sales skills to close enrollment transactions and contribute to established census goals.
Coordinate with interdisciplinary, marketing/sales, operations, Medicaid, accounting, and other teams to support participants’ transition into the program; hand off cases to appropriate staff after enrollment.
Work with affiliate staff and RM PACE marketing/sales to increase community awareness and strengthen the program’s brand image.
Support problem solving, customer satisfaction, and compliance with quality and compliance procedures and standards; attend required meetings and trainings and perform other duties as requested.
Conduct at least 26 home visits monthly and enroll at least 10 participants monthly into the PACE program.