Enrollment Coordinator

americanfidelity; United States; On-site; USD 42,000 - 65,000; Full time

Job summary

American Fidelity seeks a results-driven sales support professional to facilitate onboarding and enrollment for new and reserved accounts. You will build and sustain customer relationships, coordinate administrative tasks across accounts, and support field sales and home office collaboration.

The role emphasizes managing enrollment activities end-to-end, ensuring timely deadlines and a positive customer experience across all phases of open enrollment. A company car is provided for field duties.

Qualifications

• Bachelor's degree preferred; five years of experience in a sales or sales support role acceptable in lieu of experience.
• Strong written and verbal communications skills.
• Strong organization and project management skills with attention to detail.
• Strong interpersonal skills including ability to interact, consult, influence/persuade, negotiate and direct.

Responsibilities

• Facilitates implementation and onboarding processes for new or reserved accounts, developing and maintaining customer relationships and supporting administrative aspects of assigned accounts.
• Drives growth and participation in enrollments by managing and coordinating the enrollment process through all phases and deadlines.
• Serves as the primary point of contact for customers, home office and field sales to ensure quality, cost containment, consistency and a positive customer experience during all enrollment phases.
• Utilizes a company car as part of the role to support field activities.

Skills

Sales experience

Communication skills

Organization

Project management

Interpersonal skills

Self-motivated

Flexible

AFEnroll knowledge

Billing and service center familiarity

Education

Bachelor's degree

Tools

AFEnroll platform

Billing systems

Online Service Center

Job description

Job Description

Facilitates implementation and onboarding processes for new or reserviced accounts including developing, maintaining and strengthening Customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts. Anticipates future customer needs and facilitates such awareness with home office and field sales management.

Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases. This includes handling multiple enrollments simultaneously and maintaining schedules and deadlines for each.

Serves as the point of contact for the customer, home office and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment.

NOTE: This position's responsibilities require the use of a Company car, therefore, the incumbent is assigned one for use.

Technical Skills and Requirements

• Three to five years of successful experience in sales or sales support
• Strong written and verbal communications skills
• Strong organization and project management skills with attention to detail
• Strong interpersonal skills including ability to interact, consult, influence/persuade, negotiate and direct
• Solutions-oriented attitude
• Conflict management skills
• Professional demeanor
• Self-motivated
• Extremely flexible with the ability to "think on your feet"
• Strong knowledge of AFEnroll enrollment platform
• Home office systems and processes: Billing, Flex, Online Service Center, Claims, Flex, all components of the enrollment set up
• Sales processes
• Products and Services including imports
• Compliance
• Field, HSA and Agency
• Employer processes, systems, data and pain points

Education Requirements

• Bachelor's degree preferred; five years of experience in a sales or sales support role acceptable in lieu of experience.