Enrollment Specialist — Self-Direction Advocate

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

Job summary

GT Independence is a leading national Financial Management Services provider supporting individuals in self-direction programs. The Field Service Rep (Enrollment Specialist) conducts face-to-face and virtual enrollments, educating consumers and promoting self-direction while advocating for personal choice.

Responsibilities include guiding enrollment with the person served and their circle, ensuring documents are complete, improving internal processes, maintaining confidentiality and HIPAA

Qualifications

• 1 year of experience in a related field.
• Preferred degree in Business, Human Services/Social Work, or Marketing/Communication.
• Knowledge of administrative procedures and records management.
• HIPAA compliance and confidentiality standards.

Responsibilities

• Conduct enrollment with the person served and their support circle in a timely manner.
• Ensure enrollment documents are complete and accurate.
• Recommend process improvements to internal systems to enhance service.
• Maintain confidentiality and HIPAA compliance.
• Perform external outreach to community partners to support enrollment growth.

Skills

Customer service

Enrollment processes

HIPAA compliance

Communication

Education

Associate degree

Bachelor’s Degree in Business

Human Services/Social Work

Marketing/Communication

Job description

GT Independence is a leading national Financial Management Services provider supporting individuals in self-direction programs. The Field Service Rep (Enrollment Specialist) conducts face-to-face and virtual enrollments, educating consumers and promoting self-direction while advocating for personal choice.

Responsibilities include guiding enrollment with the person served and their circle, ensuring documents are complete, improving internal processes, maintaining confidentiality and HIPAA