Enrollment Specialist

Habitat-Health; West Covina (CA); On-site; USD 70,000 - 74,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Paid parental leave

Short/long-term disability

Life insurance

Flexible spending accounts

401(k) match

Job summary

Habitat Health is seeking an Enrollment Specialist to manage end-to-end enrollment for prospective participants. You will guide individuals and caregivers through the enrollment journey, coordinate with the Outreach team and IDT, and ensure accurate documentation and timely follow-up.

This role emphasizes empathy, organization, and cross-functional collaboration in a fast-paced healthcare setting. You will travel as needed to participate in visits, support eligibility activities, and advance

Qualifications

• Bachelor's degree or equivalent combination of education and/or experience.
• 1+ year in healthcare sales, enrollment, or related, with relationship-building focus.
• Ability to explain enrollment steps with empathy and professionalism.
• Strong organizational skills to manage multiple priorities and follow-through.
• Excellent communication and collaboration with caregivers, partners, and teams.
• Experience learning CRM and enrollment systems quickly.

Responsibilities

• Oversee end-to-end enrollment for prospective participants.
• Guide participants and caregivers through enrollment and decision-making.
• Process applications, collect documentation, and manage communications.
• Coordinate enrollment cases with Outreach, Enrollment RN, and IDT.
• Conduct enrollment visits in homes, centers, or virtually as needed.
• Maintain enrollment records per policy and regulation.
• Monitor activities and use data to improve processes.
• Represent Habitat Health to build awareness and partnerships.

Skills

Relationship-building

Enrollment management

Patient-focused care navigation

CRM systems

Communication

Organizational skills

Education

Bachelor's degree or equivalent

Tools

CRM software

Enrollment management systems

Microsoft Office

Job description

Habitat Health empowers older adults to experiencemore gooddays in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), we provide comprehensive medical care along with support for daily needs such as meals, transportation, andin ‑ homeassistance. We deliver coordinated clinical and social care in our centers and directly in participants’ homes, creating a fully integrated experience that brings peace of mind and a true sense of belonging. As we expand our scalable, affordable PACE model to meet the growing and complex needs of aging populations, ourmission ‑ drivencare teams continue to help participants live well on their own terms.

Habitat Health is supported by leading healthcare organizations and investors including New Enterprise Associates, Kaiser Permanente, and Town Hall Ventures. We are entering a period of significant growth and are looking for exceptional teammates to help us scale a better model of care for older adults. To learn more, visit www.habitathealth.com.

Role Scope : The Enrollment Specialist plays a key role in supporting Habitat Health's growth by overseeing and managing the end-to-end enrollment journey for prospective participants. This role partners closely with the Outreach Specialist, Enrollment RN, and Interdisciplinary Team (IDT) to guide prospective participants and caregivers through the enrollment process, remove barriers to enrollment, and support informed decision-making. By coordinating enrollment activities and fostering trusted relationships, the Enrollment Specialist deliversa seamless, participant-centered enrollment experience while ensuring compliance with applicable organizational policies and regulatory requirements.

Core Responsibilities & Expectations for the Role

• Buildstrusted relationships with prospective participants, caregivers, to support enrollment growth and participant engagement.
• Drivesthe enrollment process as the case manager for prospective participants, including reviewing, processing, and updating applications andrequireddocumentation, distributing relevant enrollment materials, and managing communications
• Coordinates assigned enrollment cases by managing applications, documentation, participant communications, andrequiredfollow-up activities ina timelyandaccuratemanner.
• Partners closely with the Outreach team, Enrollment RN, IDT, and center leaders to deliver a coordinated, participant-centered enrollment experience.
• Conducts enrollment visitsinparticipants' homes, the center, orvirtually toassess needs, support eligibility activities, and advance the enrollment process.
• Identifiesand helps resolve barriers to enrollment by proactively coordinating resources,maintainingcommunication, and facilitating a smooth transition into the PACE program.
• Maintainsaccurateenrollmentdocumentation and participant recordsin accordance withorganizational policies and regulatory requirements.
• Monitors enrollment activities and performance metrics, using data to prioritize work and contribute to continuous improvement.
• Contributes to community awareness of Habitat Health byrepresentingthe organization professionally and supporting outreach and referral development activities.
• Contribute to a program experience that Participants want to join, a team culture that cares and creates joy, and an environment where all participants and team members belong.
• Performs other related duties as assigned.

Required Qualifications:

• Bachelor's degree or equivalent combination of education and/orrelevant experience.
• Minimum of one (1) year of experience in healthcare sales, enrollment, customer success, business development, care navigation, or a similar relationship-focused role, preferably within a healthcare environment.
• Demonstrated ability to build trusted relationships, educate prospective participants, and guide individuals through complex decision-making with empathy and professionalism.
• Strong organizational skills with the ability to manage multiple priorities whilemaintainingattention to detail and ensuringtimelyfollow-through.
• Strong communicationand collaboration skills, with the ability to effectively engage prospective participants, caregivers, referral partners, and cross-functional teams to deliver seamless enrollment experience.
• Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes.
• Experience using Microsoft Office and the ability to quickly learn CRM, enrollment management, and participant relationship management systems.
• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area.
• Active CPR/BLS certification or the ability to obtain certification within30 daysof hire.
• Meets all applicable participant-facing health requirements, including TB screening and required immunizations.
• Aligns with our purpose and our values, and is excited about living those out in daily practice
• Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement
• Strong learning and growth mindset, including seeking feedback, engaging in healthydebateand using data and curiosity toinform decisions.
• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results.

Nice to have:

• Experience supporting enrollment, outreach, participant engagement, or business development within PACE, Medicare, Medicaid, managed care, or other value-based healthcare environments.
• Knowledge of PACE, CMS, and applicable federal and state regulatory requirements related to participant enrollment, eligibility, andcarecoordination.
• Experience using CRM, enrollment management, or participant relationship management systems.
• Bilingual: Spanish, Mandarin, or Cantonese.

Essential Functions & Physical Requirements

The following statements describe the general nature of work and physical expectations common across roles at Habitat Health. Specific responsibilities may vary by position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Team members in this role may be expected to

• Work in healthcare, administrative, community, or remote environments, depending on role needs.
• Communicate effectively with participants, caregivers, team members, and other stakeholders in person, by phone, and through electronic systems.
• Remain stationary and/ormove aboutfor extended periods, consistent with job duties.
• Operate standard office equipment and/or clinical tools (e.g., computers, phones, medical devices, documentation systems).
• Travel between work sitesorcommunity locations as needed.
• Follow safety procedures, infection control protocols, and use personal protective equipment (PPE) whenrequired.
• Perform tasks that may involve bending, reaching, lifting, orassistingparticipants, depending on role responsibilities.
• Lift, carry, push, or pull supplies, equipment, or materials typically up to25–50 pounds, withassistanceor mechanical aids, depending on job duties and role responsibilities.

Compensation:

The anticipated base salary range for this position is $70,304 - $73,819 annually . This position is also eligible for a target monthly bonus and may be eligible for additional incentive compensation, as applicable. The final compensation offered will bedeterminedbased on factors including, but not limited to, the candidate's qualifications, skills, experience, education, certifications, geographical location, and business needs. In addition, this position is eligible for a comprehensive benefits package, including medical, dental, and vision insurance;paid parental leave,short- and long-termdisability coverage; life insurance; flexible spending accounts; a 401(k) savings planthat includes a match; paid time off; and companypaid holidays.

At-Will Employment

Employment with Habitat Health is at-will. This means that either the employee or the employer mayterminatethe employment relationship at any time, with or without cause, and with or without notice, subject to applicable law. Nothing in this job posting or any other company document is intended to create a contract of employment, express or implied, or to alter the at-will nature of employment.

Any written or oral statements to the contrary are not authorized unless made in writing and signed by an authorized representative of the Company.

To helpmaintaina safe environment for our participants and team members, Habitat Healthmaintainsvaccination and infection control policies applicable to certain roles and work locations. For COVID-19 and influenza, team members who are working in a participant care setting are required to provide either proof of vaccination or a signed declination form and comply with applicable masking requirements while in a care setting to the extent permitted by law in the applicable jurisdiction.

Habitat Health will consider requests for reasonable accommodation based on an applicant's disability, medical condition, orsincerely heldreligious belief, practice, or observancein accordance withapplicable law.

As a condition of employment, team members are expected to comply with all applicable infection control protocols, personal protective equipment (PPE) requirements, and vaccination requirements associated with their role and work location, and to the extent required by law and as permitted in the applicable jurisdiction.

Our Commitment to Equal Opportunity and Inclusion

Habitat Health is an Equal Opportunity Employer committed tothe principles of equal opportunity and inclusion.Employment decisions at Habitat Health are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, creed, sex, gender (including pregnancy, childbirth, breastfeeding, and related medical conditions), gender identity, gender expression, sexual orientation, marital status, registered domestic partner status, age, national origin, ancestry, citizenship, military or veteran status, physical or mental disability, medical condition, genetic information, reproductive health decision-making, or any other characteristic protected by applicable federal, state, or local law.

Habitat Health is committed to the full inclusion of all qualified individuals. Consistent with applicable law, we provide reasonable accommodations to qualified individuals with disabilities and to individuals with religious beliefs, practices, or observances that require accommodation.

If you require a reasonableaccommodation toparticipatein the application or interview process, perform the essential functions of a position, or receive other employment benefits and privileges, please contact us at [e-mail] .

We encourage individuals from all backgrounds to apply, even if their experience does not align perfectly with every qualification listed.

Habitat Healthparticipatesin E-Verify and will provide the federal government with information from your Form I-9 to confirm your authorization to work in the United States.

If E-Verify cannot confirm your authorization to work, Habitat Health will provide you with written instructions and an opportunity to contact the Department of Homeland Security (DHS) and/or the Social Security Administration (SSA) to resolve the issue before any adverse employment action is taken, including termination of employment.

E-Verify is used only after an applicant has accepted an offer of employment and completedthe FormI-9and to the extentpermittedbyapplicable law.

Habitat Healthcomplies withall federal and state employment eligibility verification requirements.