Enrollment Specialist

Hilb Group
Remote

About The Position

The Hilb Group is currently seeking a motivated and ambitious Enrollment Specialist to join our team. The ideal candidate will be motivated to succeed, is well organized, able to prioritize, and able to work well with a team. This is a remote position.

Requirements

  • Minimum High School degree
  • Strong organizational and multitasking skills
  • Ability to manage multiple timelines and stakeholders
  • High attention to detail and accuracy
  • Clear written and verbal communication
  • Employee benefits or enrollment experience
  • Familiarity with Microsoft Teams, Outlook, Bookings, and Dynamics
  • Experience coordinating licensed professionals
  • Knowledge of enrollment platforms and call center workflows
  • Experience working across multiple systems and tools

Responsibilities

  • Build and configure Open Enrollment and New Hire cases across systems
  • Review case details (dates, carriers, products, platforms, licensing)
  • Manage Microsoft Bookings, Teams chats, and Outlook calendar entries
  • Maintain booking links, case communications, and platform access
  • Partner with Account Managers, Implementation Managers, and internal teams
  • Gather and validate requirements, timelines, and special considerations
  • Communicate enrollment details to Benefit Counselors, including: Schedules, Platforms and carriers, Licensing/certification requirements, Compensation structure
  • Determine staffing needs based on enrollment scope and requirements
  • Assign counselors based on availability, experience, and utilization
  • Maintain staffing trackers, backup plans, and availability schedules
  • Finalize enrollment calendars
  • Maintain case build checklists to ensure accuracy
  • Confirm platform builds and counselor access
  • Manage licensing and certification requirements (including LTC)
  • Conduct final readiness checks prior to launch
  • Monitor Teams chats and call center inboxes during enrollment
  • Resolve access issues and missed appointments
  • Track daily activity, premiums, and performance metrics
  • Provide operational insights to leadership
  • Generate reports on enrollment, staffing, and utilization
  • Identify trends, risks, and opportunities for improvement
  • Support compliance with regulatory requirements
  • Transition Open Enrollment cases to New Hire status
  • Update systems, calendars, and communications
  • Ensure accurate case closeout and cleanup
  • Support enrollment operations as directed by the Director of Enrollment Services

Benefits

  • Company Paid Life Insurance
  • Long-Term and Short-Term Disability
  • Medical, Dental, Vision and FSA/HSA plans
  • 401(k) with company match
  • Additional voluntary benefits including Critical Illness, Accident Insurance, Hospital Indemnity and Supplemental Life Insurance, Legal and Identity Protection, and Pet benefits
  • Generous PTO
  • An awesome team of professionals!
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