Enrollment Specialist

Reposted 14 Days Ago
Be an Early Applicant
Birmingham, AL, USA
In-Office
Entry level
Financial Services
The Role
The Enrollment Specialist guides clients through the enrollment process for fiscal agent services, ensuring smooth communication and support.
Summary Generated by Built In

🌎 Change the world. Get paid for it.

At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign.

💡 About US

Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families.

Today, Acumen is proud to be one of the nation’s largest and most trusted providers of fiscal agent services.

We’re not just processing payroll or paperwork, we’re helping people live fuller, more independent lives. Come be part of something meaningful!

💼What is the job?

Acumen Fiscal Agent is seeking an Enrollment Specialist to join our dedicated team. In this role, you will be responsible for guiding clients through the enrollment process for our services, ensuring they receive the support they need to navigate our financial products. Your primary goal will be to facilitate a seamless enrollment experience while providing education about our services and answering any questions that clients may have. The ideal candidate will possess excellent communication skills, a strong attention to detail, and a passion for helping others. Join our team and contribute to empowering individuals in their journey towards greater independence.

Responsibilities
  • Assist clients in the enrollment process for fiscal agent services.
  • Provide thorough explanations of available services and eligibility requirements.
  • Collect and verify necessary documentation for enrollment.
  • Maintain accurate records of client enrollments and communications.
  • Respond to client inquiries and follow up as needed to ensure successful enrollments.
  • Collaborate with internal teams to support client needs and enhance the enrollment process.
  • Stay updated on policy changes and best practices related to enrollment procedures.

Requirements
  • High school diploma or equivalent; relevant experience in customer service or enrollment support preferred.
  • Strong verbal and written communication skills.
  • Detail-oriented with strong organizational skills.
  • Ability to work independently and manage multiple tasks effectively.
  • Proficient in Microsoft Office Suite, especially Excel.
  • Experience in a healthcare or social services environment is a plus.
  • Strong problem-solving abilities and a compassionate approach to client interactions.
  • Ability to work collaboratively within a team environment.

Benefits

♥️What's in It for You?

  • 15 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do.
  • Paid Time Off and Paid Sick Time
  • Employee Recognition Program
  • Employee Assistance Program
  • Referral Program, get extra rewards for referring your friends to work with Acumen!  
  • Paid Parental Leave
  • Be a part of a mission driven culture where you can make a real impact
  • Medical, Dental & Vision coverage
  • 401(k) with company match
  • Voluntary benefits, including Pet Insurance

💭What Do You Think? Are You Ready to Make a Difference in Someone’s Life Every Single Day?

Apply today and be part of a team that values compassion, accountability, and purpose. Let’s make self-direction more personal, together.

Top Skills

Excel
Microsoft Office Suite
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The Company
HQ: Mesa, AZ
494 Employees
Year Founded: 1995

What We Do

Acumen is one of the most experienced fiscal agents in the country specializing in self-directed programs. Our services help thousands of people lead more independent lives. We provide a variety of cost-effective, valuable services, each offered as a stand-alone option or packaged to provide a complete solution. Our primary business categories are: Customer Service Center Customer Satisfaction Surveys Human Resources Support Payroll Claims Processing Employee/Vendor Registry Training General Accounting Support Documentation Storage

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