Field Service Rep (Enrollments)
About The Position
The Field Service Rep (Enrollment Specialist) conducts face-to-face and virtual enrollments for consumers receiving financial management services in the self-direction model of care. The role advocates for and promotes self-direction by educating consumers and helping them understand the model. It also involves maintaining accurate enrollment documentation, improving internal processes and systems, protecting confidential information and complying with HIPAA, and conducting outreach to community partners and other stakeholders to support enrollment growth and service accessibility.
Requirements
- At least 1 year of experience in a related field.
- Knowledge of administrative and clerical procedures and systems, including word processing, managing files and records, and terminology.
- Candidates with experience relevant to the position will be considered.
Nice To Haves
- An associate or bachelor's degree in business, human services, social work, marketing, or communications is preferred.
Responsibilities
- Conduct the enrollment process with the person served and their circle of support, such as family members and guardians, in a timely manner.
- Ensure enrollment documents are complete and accurate.
- Recommend improvements to internal processes and systems to prevent future issues and enhance the service experience.
- Maintain confidentiality and HIPAA compliance.
- Conduct external outreach to community partners, referral sources, and stakeholders to support enrollment growth and improve service accessibility.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
