Enrollment & Correspondence Specialist II

The Word & Brown Companies; Orange (CA); On-site; USD 42,000 - 54,000; Full time

Job summary

The Word & Brown Companies is seeking an Enrollment Representative I to handle written correspondence and client calls for CaliforniaChoice. You will review enrollment forms, obtain missing information, and process documents using Pegasus, Doc-Link, and SharePoint.

This role requires strong communication, attention to detail, and the ability to work in a fast-paced environment. Key duties include form review, outbound information gathering, and maintaining accurate notes.

Qualifications

• Customer service and phone etiquette experience a must.
• Strong communication skills (written, grammatical and verbal) required.
• Must be able to communicate effectively in English.
• Ability to interact and communicate effectively with all levels of employees and customers.
• Must have strong attention to detail.
• Strong analytical skills and problem solving skills.
• Ability to perform in a fast-paced, deadline-oriented work environment.
• Excellent customer service and organizational skills.
• Able to build/gain commitment and overcome resistance to change.
• Ability to retain large quantities of information.
• Accurately type a minimum of 50 WPM.
• Proficient with Microsoft Office software (Access, Word, Excel, PowerPoint, Visio, Publisher, SharePoint, Outlook), web based technology.
• Must be highly motivated, have ability to take initiative, be accountable, have excellent interpersonal, and service oriented skills.
• Knowledge of the healthcare insurance industry a plus.

Responsibilities

• Review and process forms including Employee Applications, Change Request Forms, Employee Termination Forms, and Web Based Forms.
• Identify missing/incomplete information based on guidelines and SOPs.
• Follow the department Pending Item process.
• Compose clear and concise written correspondence (pending item requests, denials, confirmations, memos, letters).
• Place outbound calls to obtain missing information on forms.
• Maintain knowledge of products and systems (Pegasus, doc-link, SharePoint).
• Enter comments in Pegasus and/or Doc-Link.
• Meet department quality and quantity standards and turnaround times.
• Adhere to PHI guidelines.
• Assist with departmental training needs as needed.
• Onsite or remote regular attendance and punctuality are essential.
• Perform other business tasks as assigned.

Skills

Customer Service

Phone etiquette

English communication

Attention to detail

Microsoft Office

Data entry

Problem solving

Fast-paced environment

Education

High School Diploma or equivalent

3+ years office/customer service experience

1 year data entry experience

Tools

Pegasus

doc-link

SharePoint

Outlook/Office 365

Job description

The Word & Brown Companies is seeking an Enrollment Representative I to handle written correspondence and client calls for CaliforniaChoice. You will review enrollment forms, obtain missing information, and process documents using Pegasus, Doc-Link, and SharePoint.

This role requires strong communication, attention to detail, and the ability to work in a fast-paced environment. Key duties include form review, outbound information gathering, and maintaining accurate notes.