The Enrollment Specialist’s primary responsibility is to initiate the EFT enrollment process for new customers. The Enrollment Specialist is also responsible for troubleshooting problems with new EFT set-ups. This position reports to the Sales Administration Director.
Job Function
- Daily monitoring of incoming enrollments forms via fax and email
- Reviewing enrollment forms for completeness, and gathering any missing information
- Proactively searching multiple databases to ensure that the customer setup is not duplicated
- Using multiple software programs to process EFT enrollments
- Filing enrollment forms electronically on a shared drive
- Following up with internal colleagues, distributors, and/or customers to ensure that all enrollment issues are resolved and forms are processed to completion.
- Handling inbound calls from customers
- Adding notes and actions items into internal database
- Running weekly and monthly reports
Knowledge, Skills and Abilities
- Customer support experience required
- Ability to interact with customers in a professional and friendly manner
- Ability to interact and communicate with internal staff in an effective and courteous manner
- Excellent phone manners are essential
- Excellent communication skills (verbal and written)
- Detail-oriented with excellent organizational skills
- Ability to prioritize in order to meet deadlines
- Proficiencies in Windows and Microsoft Office are a must
- Proficiencies in SalesForce and Kayako are preferred, but not required
- Ability to work independently as well as part of a team
Consideration To be considered for this position, please e-mail your resume, cover letter and salary requirements to [email protected].
