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Customer Enrollment Associate Jobs in California

Catalyst Kids

Enrollment Specialist

Sacramento, CA · On-site

Associate's degree in Business or related field * Experience working with subsidized childcare ... Strong communication, customer service, and interpersonal skills, with the ability to support ...

Catalyst Kids

Enrollment Specialist

Sacramento, CA · On-site

$19.46 - $29.19/hr

Associate's degree in Business or related field * Experience working with subsidized childcare ... Strong communication, customer service, and interpersonal skills, with the ability to support ...

Catalyst Kids

Enrollment Specialist

Sacramento, CA · On-site

$19.46 - $29.19/hr

Associate's degree in Business or related field * Experience working with subsidized childcare ... Strong communication, customer service, and interpersonal skills, with the ability to support ...

WelbeHealth

Outreach & Enrollment Coordinator

Rosemead, CA · On-site

$24.39 - $32.20/hr

The O&E Coordinator provides customer service driven by our mission, vision, and values. Essential ... Associate's degree in a relevant field, bachelor's degree preferred * Two (2) years of relevant ...

WelbeHealth

Outreach & Enrollment Coordinator

Rosemead, CA · On-site

$24.39 - $32.20/hr

The O&E Coordinator provides customer service driven by our mission, vision, and values. Essential ... Associate's degree in a relevant field, bachelor's degree preferred * Two (2) years of relevant ...

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All JobsCustomer Enrollment Associate JobsCustomer Enrollment Associate Jobs in California

Customer Enrollment Associate information

What are some common challenges faced by customer enrollment associates, and how can they be successfully managed?

Customer Enrollment Associates often encounter challenges such as handling a high volume of inquiries, addressing customer concerns efficiently, and ensuring accurate data entry during the enrollment process. To manage these challenges, it's important to develop strong organizational skills, maintain clear communication, and stay updated on enrollment procedures and product offerings. Collaboration with team members and utilizing available support resources can also greatly improve efficiency and customer satisfaction.

What is a customer enrollment associate?

Customer Enrollment Associates are professionals responsible for guiding new customers through the enrollment or onboarding process for a company's products or services. They verify customer information, explain enrollment steps, answer questions, and ensure all forms and documentation are completed accurately. Their goal is to make the enrollment experience smooth and efficient, addressing any concerns and providing excellent customer service. These associates often work in industries like healthcare, insurance, financial services, or utilities.

What is the difference between Customer Enrollment Associate vs Customer Service Representative?

AspectCustomer Enrollment AssociateCustomer Service Representative
Primary RoleAssist customers with enrollment processes, onboarding, and account setupHandle customer inquiries, provide support, and resolve issues
Required SkillsCommunication, data entry, knowledge of enrollment proceduresCommunication, problem-solving, product knowledge
Work EnvironmentOffice or call center, focused on onboardingCall center, retail, or office, focused on ongoing support
Common CertificationsCustomer service or enrollment-related certificationsCustomer service certifications often preferred

While both roles involve customer interaction, the Customer Enrollment Associate primarily focuses on guiding new customers through enrollment and onboarding processes. In contrast, the Customer Service Representative handles ongoing support and issue resolution. Both roles require strong communication skills and customer service experience, but their core responsibilities differ in focus and scope.

What are the key skills and qualifications needed to thrive as a customer enrollment associate, and why are they important?

To thrive as a Customer Enrollment Associate, you need strong interpersonal skills, attention to detail, and a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software and data entry systems is typically required. Outstanding communication, patience, and problem-solving abilities help you connect with customers and resolve issues efficiently. These skills are essential for accurately enrolling customers, ensuring satisfaction, and maintaining smooth workflow in a competitive service environment.
What cities in California are hiring for Customer Enrollment Associate jobs? Cities in California with the most Customer Enrollment Associate job openings:
Customer Enrollment Associate jobs near you

Outreach & Enrollment Coordinator

WelbeHealth

Rosemead, CA

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago

WelbeHealth rating

6.5

Company rating: 6.5 out of 10

Based on 9 frontline employees who took The Breakroom Quiz

Job description

At WelbeHealth, we are transforming the reality of senior care by providing an all-inclusive healthcare option to our most vulnerable senior population by serving as both a care provider and care plan to the participants we serve.

Reporting to the Marketing, Outreach, Enrollment, and Eligibility (MOEE) Director, the Outreach and Enrollment (O&E) Coordinator is accountable for initiating, coordinating, and scheduling the PACE eligibility and enrollment process. The O&E Coordinator provides customer service driven by our mission, vision, and values.

Essential Job Duties:

  • Answer calls from prospective participants and conduct follow-up calls to referrals, while providing great customer service, explaining the WelbeHealth enrollment process, and converting all inbound inquiries to home visits
  • Assign possible enrollments to the Benefits Coordinator when there are financial concerns/questions, share of costs (SOC), or Medi-Cal applications to be completed for financial verification
  • Demonstrate in-depth knowledge of all relevant components of MOEE Playbook
  • Schedule of initial home visits, LOC visits, MSW/PCP assessments, Enrollment Conferences, and transportation for all visits
  • Aid MOEE Director and team in MOEE meeting facilitation, using available A/V to document tasks, follow-ups, notations, and assignments of MOEE team in Salesforce
  • Assist with PR, marketing, outreach, and enrollment projects as needed

Job Requirements:

  • Associate's degree in a relevant field, bachelor's degree preferred
  • Two (2) years of relevant experience preferred
  • Strong customer service orientation
  • Ability to work independently with minimal supervision
  • Reliable means of transportation
  • Experience in Salesforce, MS Office Suite, and/or Athena preferred
  • Bilingual preferred

Benefits of Working at WelbeHealth: Apply your coding expertise in new ways as we rapidly expand. You will have the opportunity to design the way we work in the context of an encouraging and loving environment where every person feels uniquely cared for.

  • Medical insurance coverage (Medical, Dental, Vision)
  • Work/life balance - we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and sick time
  • 401K savings + match
  • Advancement opportunities - we've got a track record of hiring and promoting from within, meaning you can create your own path!
  • And additional benefits

What WelbeHealth employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About WelbeHealth

Sourced by ZipRecruiter

WelbeHealth is a healthcare organization based in Menlo Park, CA, US. Specializing in the field of healthcare and wellness, the company focuses its services primarily on senior citizens. They operate in a model known as Program of All-inclusive Care for the Elderly (PACE), which aims to provide complete health care services for seniors. The company was founded with the belief in the capacity of every human being for wellness, dignity, and joy.

Industry

Health care and social assistance

Company size

501 - 1,000 Employees

Headquarters location

Menlo Park, CA, US

Year founded

2016

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