Enrollment Specialist

Job Description

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

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