Enrollment Specialist - Self-Direction & Community Outreach

GT Independence, LLC; Ontario (OR); Hybrid; USD 27,000 - 39,000; Full time

Job summary

GT Independence in the United States is seeking a Field Service Rep (Enrollment Specialist) to conduct enrollments for individuals receiving financial management services. This role involves guiding consumers and their circles of support through the self-direction model and advocating for self-direction.

You will manage enrollment steps, keep documents complete and accurate, and work with partners to expand enrollment reach while upholding confidentiality and HIPAA standards.

Qualifications

• 1 year of experience in a related field.
• Associate degree or Bachelor’s Degree in Business, or Human Services/Social Work, or Marketing/Communication is preferred.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and terminology.

Responsibilities

• Conducts the enrollment process with the person served and their circle of support 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

Administrative procedures

HIPAA compliance

Communication

Customer service

Education

Higher education in Business or related field

Tools

Word processing

Record management

Job description

GT Independence in the United States is seeking a Field Service Rep (Enrollment Specialist) to conduct enrollments for individuals receiving financial management services. This role involves guiding consumers and their circles of support through the self-direction model and advocating for self-direction.

You will manage enrollment steps, keep documents complete and accurate, and work with partners to expand enrollment reach while upholding confidentiality and HIPAA standards.