PACE Enrollment Specialist

San Ysidro Health•San Diego, CA

About The Position

Position Summary: Responsible for communicating the benefits of San Diego PACE (Program of All Inclusive Care for the Elderly) in order to drive productivity via monthly enrollments. Achieves agreed upon monthly enrollment targets and outcomes within schedule. Duties include but not limited to: engaging PACE enrollment prospects, initial screening and coordination of new participants into the San Diego PACE program. Essential Functions of the Job: Results-driven Business Development Representative with excellent interpersonal skills to actively seek out and engage PACE enrollment prospects. Understand and promote PACE services to prospective participants. Excellent negotiation and communication skills. Ability to create and deliver presentations tailored to the audience needs. Establish, develop and maintain positive business and customer relationships throughout the PACE enrollment process. Reach out to customer leads through telephonic and/or in-person meetings in order to expedite the resolution of customer problems and complaints to maximize likelihood of a successful enrollment. Consistently achieve agreed upon monthly enrollment targets and outcomes within schedule. Conducts San Diego PACE program eligibility screening, intake, education and enrollment assistance activities to initially determine participant needs and eligibility for enrollment. Coordinates with potential participants and/or their families to conduct initial screenings and assessments for potential participants. Completes appropriate documentation related to participant assessments as required. Coordinates communications of eligibility decisions, approvals or disapprovals with participant or their family members. Participates in outreach and marketing activities in conjunction with the PACE Marketing Manager. Collects and data enters the daily referral, intake, enrollment, marketing and outreach activities notes with submission of weekly and monthly reports to PACE Enrollment Manager. Provide tours of PACE center(s) to interested family members, potential participants, community partners and providers. Highly motivated, excellent selling, negotiation and communication skills. Superb interpersonal skills, including the ability to quickly build rapport with potential enrollees. Additional Duties and Responsibilities: Work independently and as effective member of the team. Able to work comfortably in a fast paced environment. Ability to balance persuasion with professionalism. Strong organizational skills. Able to adjust outreach and enrollment strategies as necessary based on data analysis. Highly motivated and target driven. Familiarity with CRM practices. Establish and maintain effective interpersonal relationships with all levels of staff, other departments, agencies, providers and the general public. Complies with all department, organization and government policies & procedures. Attends meetings and trainings as required. Adheres to and models SYH core values and behaviors of Excellence, Empowerment, Integrity and Respect. Adheres to SYH and PACE attendance and punctuality policies and practices. Performs other related duties as assigned or requested.

Requirements

Bachelor’s degree in business or a related field OR 3 years of related work experience
Proven work experience as a Business Development Representative
Proven success rate at levels above quotas
CA driver’s license with appropriate automobile insurance required
Must take and pass the State of California DHCS PACE and Medi-Cal Marketing Certification exam within 60 days of hire
Must be able to communicate effectively and comfortably in public forums
Prepare concise and clear reports on marketing and outreach
Good knowledge of Microsoft Word applications including Excel, Access and Power Point
Computer data entry, analysis and reporting experience is required
Demonstrated ability to be culturally sensitive and respect diversity
Work effectively with individuals of different cultures and socio-economic status
Passion for service
Self-starter and highly organized
Ability to prioritize and complete a large volume of work within strict time deadlines
Provide prompt, efficient, and responsive customer service

Nice To Haves

One year of Medi-Cal, Medicare, managed health care eligibility or senior related sales
Working with the frail or elderly population is a plus
Knowledge of electronic health data systems including EPIC is preferred

Responsibilities

Engaging PACE enrollment prospects
Initial screening and coordination of new participants into the San Diego PACE program
Actively seek out and engage PACE enrollment prospects
Understand and promote PACE services to prospective participants
Create and deliver presentations tailored to the audience needs
Establish, develop and maintain positive business and customer relationships throughout the PACE enrollment process
Reach out to customer leads through telephonic and/or in-person meetings in order to expedite the resolution of customer problems and complaints to maximize likelihood of a successful enrollment
Consistently achieve agreed upon monthly enrollment targets and outcomes within schedule
Conducts San Diego PACE program eligibility screening, intake, education and enrollment assistance activities to initially determine participant needs and eligibility for enrollment
Coordinates with potential participants and/or their families to conduct initial screenings and assessments for potential participants
Completes appropriate documentation related to participant assessments as required
Coordinates communications of eligibility decisions, approvals or disapprovals with participant or their family members
Participates in outreach and marketing activities in conjunction with the PACE Marketing Manager
Collects and data enters the daily referral, intake, enrollment, marketing and outreach activities notes with submission of weekly and monthly reports to PACE Enrollment Manager
Provide tours of PACE center(s) to interested family members, potential participants, community partners and providers
Adjust outreach and enrollment strategies as necessary based on data analysis
Establish and maintain effective interpersonal relationships with all levels of staff, other departments, agencies, providers and the general public
Complies with all department, organization and government policies & procedures
Attends meetings and trainings as required
Adheres to and models SYH core values and behaviors of Excellence, Empowerment, Integrity and Respect
Adheres to SYH and PACE attendance and punctuality policies and practices
Performs other related duties as assigned or requested