Enrollment & Referral Specialist

GT Independence; Ontario (OR); On-site; USD 33,000 - 36,000; Full time

Job summary

GT Independence, a national Financial Management Services provider, seeks a Sales Referral/Enrollment Coordinator (Enrollment Specialist) to conduct enrollments for individuals in self-direction programs and to advocate for self-direction by educating consumers and their supports.

The role requires at least 1 year of related experience and an Associate or Bachelor’s Degree in Business, Human Services, Social Work, Marketing, or Communications.

Qualifications

• 1 year of experience in a related field.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and terminology.
• Strong communication and organizational skills.

Responsibilities

• Conducts the enrollment process with the person served and their circle of support (i.e., families, guardians) in a timely manner.
• Ensures enrollment documents are complete and accurate.
• Recommends improvements to internal process/systems to prevent future issues and to enhance service experience.
• Maintains confidentiality and HIPAA compliance.
• Performs external outreach to community partners, referral sources, and stakeholders to support enrollment growth and enhance service accessibility.

Skills

Experience in related field

Administrative knowledge

Education

Associate or Bachelor’s in Business / Human Services / Social Work / Marketing / Communications

Job description

GT Independence, a national Financial Management Services provider, seeks a Sales Referral/Enrollment Coordinator (Enrollment Specialist) to conduct enrollments for individuals in self-direction programs and to advocate for self-direction by educating consumers and their supports.

The role requires at least 1 year of related experience and an Associate or Bachelor’s Degree in Business, Human Services, Social Work, Marketing, or Communications.