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Enrollment Specialist

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: Premier Financial Management Services
Full Time position
Listed on 2026-02-16
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Virtual Assistant/ Remote Admin, Data Entry
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Assurance

SD is a mission‑driven organization providing administrative services that enable individuals to take ownership over their personal care services, ensuring that they receive quality and comprehensive care with minimal disruption. Our mission is to help strengthen communities by enabling individuals to elect and manage their own care programs, including how, when, where, and who delivers these services. This helps care recipients retain their dignity during what are often challenging times and ensures they receive the most appropriate services for their specific situation.

Through facilitating self‑directed home and community‑based services, Assurance

SD improves the standard of home care available to aging seniors as well as individuals with disabilities.

JOB DESCRIPTION SUMMARY

The Enrollment Specialist plays an integral role in supporting the growth and success of Assurance

SD and its portfolio of businesses. As the first point of contact a customer has with Assurance

SD, Enrollment Specialists are responsible for successfully onboarding new participants, workers, and vendors into the referred program, with a focus on detail and data accuracy. With strong attention to detail, the Enrollment Specialist is responsible for processing enrollment packets and entering data, ensuring the integrity of information received and entered into the system of record.

  • Reside in Dane County WI
  • Competitive Pay
  • Health insurance with Company Contributions
  • HAS
  • Holiday Pay
  • Paid time off
  • Vision insurance
  • 401(k) with Company match
  • Life insurance
  • Long‑ and Short‑Term Disability insurance
  • Parental leave
  • FMLA
ESSENTIAL JOB FUNCTIONS / RESPONSIBILITIES
  • Directly support 30‑35 incoming enrollments per month, maintaining them until successful conversion
  • Packet Completion (What good completion looks like)
  • In‑Person Enrollment
  • Accuracy
    • End‑to‑end enrollment process
    • Data entry (Smartsheet, packet pre‑population) / Data entry (into system of record)
    • System of Record (FMS, Arborsoft..) MS Office Suite (Teams, SharePoint)
    • Writing Skills for a Professional Setting
    • Internal & external communication
    • Customer Satisfaction
    • De‑escalating Tier one issues
    • Overcoming enrollment blockers (requesting reschedules, EIN errors, etc.)
  • Adaptability
    • Flexibility, Ability to pivot
    • Willingness to raise a hand (helping with projects…)
    • Learning agility (learning new skills over time)
    • Asking for help or identifying issues
    • Response to feedback (How it is received and actioned)
  • Time Management
    • Moving multiple priorities forward
    • Ability to schedule work and tasks to completion
POSITION QUALIFICATIONS
  • Computer knowledge
  • Current Driver's License
  • Good Driving Record
  • Current Vehicle Insurance
  • Reside in Dane County
EQUAL EMPLOYER OPPORTUNITY STATEMENT

We are an equal opportunity workplace committed to providing employment opportunities without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or any other characteristic protected by applicable federal, state, or local law.

Disclaimer:
This job description outlines the general work required to perform core job responsibilities. It is not intended to be a comprehensive inventory of all duties, responsibilities, and qualifications required of teammates assigned to this job.

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