Enrollment Specialist Healthcare Sales

Join Bold Age PACE and Make a Difference!

Why work with us?

A People First Environment:
We make what is important to those we serve important to us.

Make an Impact:
Enhance the quality of life for seniors.

Professional Growth:
Access to training and career development.

Competitive Compensation:

Medical/Dental

Generous Paid Time Off

401K with Match*

Life Insurance

Tuition Reimbursement

Flexible Spending Account

Employee Assistance Program

Be Part of Our Mission!

Are you passionate about helping older adults live meaningful, independent lives at home with grace and dignity? Bold Age PACE is an all-inclusive program of care, personalized to meet the individual health and well-being needs of our participants. Our approach is simple:
We listen to our participants and their caregivers to truly understand their needs and desires.

Job Summary

Under the direction of the Director of Business Development, the Enrollment Specialist is responsible for guiding prospective participants and their families through the enrollment process and converting qualified referrals into program enrollments. This role serves as the primary point of contact for prospects, building trusted relationships while helping individuals understand the benefits and requirements of the PACE program.

Enrollment Specialists represent Bold Age PACE with professionalism and purpose, embodying our values of People First, Seek to Understand, Exceed Expectations, Do the Right Thing, and Be Bold. They work closely with Outreach Specialist, Enrollment Advisors, Benefits Specialists, Level of Care Assessors, and the Interdisciplinary Team to ensure a seamless and supportive experience for each prospective participant from referral through enrollment.

This role combines strong interpersonal skills, consultative enrollment conversations, and coordination across teams to help older adults and their families make informed decisions about joining the Bold Age PACE program.

Essential Duties and Responsibilities

• Assume ownership of prospects upon handoff from the Enrollment Advisor when prospects are prepared to move forward with enrollment or require in-person engagement to support decision-making.
• Guide prospective qualified participants and their families through the enrollment process from post-intake through completed program enrollment, conducting consultative conversations to understand needs and align them with PACE services and benefits.
• Clearly present program services, eligibility requirements, and enrollment expectations to prospective participants, caregivers, and family members.
• Convert qualified referrals into enrollments by leading prospect decision-making and leveraging in-person experiences, including tours and Day-in-the-Life visits, to build trust and drive enrollment.
• Coordinate and execute all enrollment activities with internal partners, including Benefits Specialists, Level of Care Assessors, and the Interdisciplinary Team, to ensure enrollment readiness and completion.
• Actively manage enrollment timelines to ensure timely progression from qualification to enrollment, identifying and resolving delays or barriers.
• Travel within the service area to meet prospects in their homes, healthcare facilities, or community settings to support enrollment.
• Complete and finalize collection of all required enrollment documentation, including obtaining medical records and coordinating with healthcare providers and partners, using in-person engagement when necessary to ensure all forms, consents, and records are secured to support enrollment.
• Conduct the Enrollment Conference and finalize participant enrollment in accordance with CMS regulations, including execution of the Enrollment Agreement and Interim Care Plan and provision of all required enrollment materials.
• Support prospective participants and families in navigating the Medicaid eligibility process in collaboration with the Benefits Specialists and state agencies.
• Represent the needs and goals of prospective participants during discussions with the interdisciplinary team.
• Maintain responsive communication with prospects, caregivers, and referral partners throughout the enrollment process.
• Maintain timely and accurate documentation of prospect interactions and enrollment activities in the CRM and EMR systems.
• Support new participants and caregivers during the initial transition into the PACE program, including the first three months following enrollment.
• Receive and execute warm handoffs from Enrollment Advisors, partnering with Outreach Specialist and internal teams to ensure a seamless transition from referral generation through enrollment.
• Participate in community outreach activities when needed to support enrollment opportunities.
• Participate in team meetings, continuing education, and professional development to maintain knowledge of PACE principles and messaging, policies, and compliance standards.
• Maintain confidentiality, uphold all OSHA and infection control protocols, and contribute to a safe…