Enrollment Specialist

One80 Intermediaries • Cleveland, OH

1d

About The Position

The Enrollment Specialist plays a critical role in supporting and enhancing customer satisfaction by ensuring the efficient processing of applications for life insurance products. This role requires strong attention to detail, a commitment to accuracy, and the ability to work effectively within tight service-level agreements (SLAs). The ideal candidate will be responsible for reviewing and processing new applications while collaborating with internal teams to ensure a seamless enrollment experience.

Requirements

• Strong proficiency in Microsoft Office, especially Excel. (mail merge experience strongly preferred)
• Prior experience in data entry, document review, or administrative processing within an insurance company, third-party administrator, or similar industry.
• High school diploma required

Nice To Haves

• Experience with CRM systems and database management (preferred).
• Associate’s or Bachelor's degree preferred.

Responsibilities

• Process insurance applications accurately and efficiently.
• Review applications for completeness, identifying and requesting any missing information.
• Verify customer data using internal systems and/or direct customer communication.
• Assess applications to determine if they meet basic underwriting requirements.
• Ensure accuracy of data files and resolve inconsistencies in submitted information.
• Prepare and send correspondence related to member insurance notices and policy requests.
• Issue insurance coverage materials upon successful application processing.
• Accurately enter key application data into multiple systems.
• Collaborate with internal teams to ensure compliance with enrollment policies and procedures.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED