Enrollment Specialist

Role Scope: The Enrollment Specialist plays a key role in supporting Habitat Health's growth by overseeing and managing the end-to-end enrollment journey for prospective participants. This role partners closely with the Outreach Specialist, Enrollment RN, and Interdisciplinary Team (IDT) to guide prospective participants and caregivers through the enrollment process, remove barriers to enrollment, and support informed decision-making. By coordinating enrollment activities and fostering trusted relationships, the Enrollment Specialist delivers a seamless, participant-centered enrollment experience while ensuring compliance with applicable organizational policies and regulatory requirements. 

Core Responsibilities & Expectations for the Role 

• Builds trusted relationships with prospective participants, caregivers, to support enrollment growth and participant engagement. 

• Drives the enrollment process as the case manager for prospective participants, including reviewing, processing, and updating applications and required documentation, distributing relevant enrollment materials, and managing communications   

• Coordinates assigned enrollment cases by managing applications, documentation, participant communications, and required follow-up activities in a timely and accurate manner. 

• Partners closely with the Outreach team, Enrollment RN, IDT, and center leaders to deliver a coordinated, participant-centered enrollment experience. 

• Conducts enrollment visits in participants' homes, the center, or virtually to assess needs, support eligibility activities, and advance the enrollment process. 

• Identifies and helps resolve barriers to enrollment by proactively coordinating resources, maintaining communication, and facilitating a smooth transition into the PACE program. 

• Maintains accurate enrollment documentation and participant records in accordance with organizational policies and regulatory requirements. 

• Monitors enrollment activities and performance metrics, using data to prioritize work and contribute to continuous improvement. 

• Contributes to community awareness of Habitat Health by representing the organization professionally and supporting outreach and referral development activities. 

• Contribute to a program experience that Participants want to join, a team culture that cares and creates joy, and an environment where all participants and team members belong. 

• Performs other related duties as assigned. 

Required Qualifications:  

• Bachelor's degree or equivalent combination of education and/or relevant experience. 

• Minimum of one (1) year of experience in healthcare sales, enrollment, customer success, business development, care navigation, or a similar relationship-focused role, preferably within a healthcare environment. 

• Demonstrated ability to build trusted relationships, educate prospective participants, and guide individuals through complex decision-making with empathy and professionalism. 

• Strong organizational skills with the ability to manage multiple priorities while maintaining attention to detail and ensuring timely follow-through. 

• Strong communication and collaboration skills, with the ability to effectively engage prospective participants, caregivers, referral partners, and cross-functional teams to deliver seamless enrollment experience. 

• Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes. 

• Experience using Microsoft Office and the ability to quickly learn CRM, enrollment management, and participant relationship management systems. 

• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area. 

• Active CPR/BLS certification or the ability to obtain certification within 30 days of hire. 

• Meets all applicable participant-facing health requirements, including TB screening and required immunizations. 

• Aligns with our purpose and our values, and is excited about living those out in daily practice 

• Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement 

• Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions. 

• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results. 

Nice to have: 

• Experience supporting enrollment, outreach, participant engagement, or business development within PACE, Medicare, Medicaid, managed care, or other value-based healthcare environments. 

• Knowledge of PACE, CMS, and applicable federal and state regulatory requirements related to participant enrollment, eligibility, and care coordination. 

• Experience using CRM, enrollment management, or participant relationship management systems. 

• Bilingual: Spanish, Mandarin, or Cantonese. 

Essential Functions & Physical Requirements 

The following statements describe the general nature of work and physical expectations common across roles at Habitat Health. Specific responsibilities may vary by position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

Team members in this role may be expected to  

• Work in healthcare, administrative, community, or remote environments, depending on role needs. 

• Communicate effectively with participants, caregivers, team members, and other stakeholders in person, by phone, and through electronic systems. 

• Remain stationary and/or move about for extended periods, consistent with job duties. 

• Operate standard office equipment and/or clinical tools (e.g., computers, phones, medical devices, documentation systems). 

• Travel between work sites or community locations as needed. 

• Follow safety procedures, infection control protocols, and use personal protective equipment (PPE) when required. 

• Perform tasks that may involve bending, reaching, lifting, or assisting participants, depending on role responsibilities. 

• Lift, carry, push, or pull supplies, equipment, or materials typically up to 25–50 pounds, with assistance or mechanical aids, depending on job duties and role responsibilities. 

Compensation:  

The anticipated base salary range for this position is $68,640 - $72,800 annually. This position is also eligible for a target monthly bonus and may be eligible for additional incentive compensation, as applicable. 

The final compensation offered will be determined based on factors including, but not limited to, the candidate's qualifications, skills, experience, education, certifications, geographical location, and business needs. 

In addition, this position is eligible for a comprehensive benefits package, including medical, dental, and vision insurance; paid parental leave, short- and long-term disability coverage; life insurance; flexible spending accounts; a 401(k) savings plan that includes a match; paid time off; and company paid holidays. 

At-Will Employment  

Employment with Habitat Health is at-will. This means that either the employee or the employer may terminate the employment relationship at any time, with or without cause, and with or without notice, subject to applicable law. Nothing in this job posting or any other company document is intended to create a contract of employment, express or implied, or to alter the at-will nature of employment. 

Any written or oral statements to the contrary are not authorized unless made in writing and signed by an authorized representative of the Company.

Role Scope: The Enrollment Specialist plays a key role in supporting Habitat Health's growth by overseeing and managing the end-to-end enrollment journey for prospective participants. This role partners closely with the Outreach Specialist, Enrollment RN, and Interdisciplinary Team (IDT) to guide prospective participants and caregivers through the enrollment process, remove barriers to enrollment, and support informed decision-making. By coordinating enrollment activities and fostering trusted relationships, the Enrollment Specialist delivers a seamless, participant-centered enrollment experience while ensuring compliance with applicable organizational policies and regulatory requirements. 

Core Responsibilities & Expectations for the Role 

• Builds trusted relationships with prospective participants, caregivers, to support enrollment growth and participant engagement. 

• Drives the enrollment process as the case manager for prospective participants, including reviewing, processing, and updating applications and required documentation, distributing relevant enrollment materials, and managing communications   

• Coordinates assigned enrollment cases by managing applications, documentation, participant communications, and required follow-up activities in a timely and accurate manner. 

• Partners closely with the Outreach team, Enrollment RN, IDT, and center leaders to deliver a coordinated, participant-centered enrollment experience. 

• Conducts enrollment visits in participants' homes, the center, or virtually to assess needs, support eligibility activities, and advance the enrollment process. 

• Identifies and helps resolve barriers to enrollment by proactively coordinating resources, maintaining communication, and facilitating a smooth transition into the PACE program. 

• Maintains accurate enrollment documentation and participant records in accordance with organizational policies and regulatory requirements. 

• Monitors enrollment activities and performance metrics, using data to prioritize work and contribute to continuous improvement. 

• Contributes to community awareness of Habitat Health by representing the organization professionally and supporting outreach and referral development activities. 

• Contribute to a program experience that Participants want to join, a team culture that cares and creates joy, and an environment where all participants and team members belong. 

• Performs other related duties as assigned. 

Required Qualifications:  

• Bachelor's degree or equivalent combination of education and/or relevant experience. 

• Minimum of one (1) year of experience in healthcare sales, enrollment, customer success, business development, care navigation, or a similar relationship-focused role, preferably within a healthcare environment. 

• Demonstrated ability to build trusted relationships, educate prospective participants, and guide individuals through complex decision-making with empathy and professionalism. 

• Strong organizational skills with the ability to manage multiple priorities while maintaining attention to detail and ensuring timely follow-through. 

• Strong communication and collaboration skills, with the ability to effectively engage prospective participants, caregivers, referral partners, and cross-functional teams to deliver seamless enrollment experience. 

• Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes. 

• Experience using Microsoft Office and the ability to quickly learn CRM, enrollment management, and participant relationship management systems. 

• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area. 

• Active CPR/BLS certification or the ability to obtain certification within 30 days of hire. 

• Meets all applicable participant-facing health requirements, including TB screening and required immunizations. 

• Aligns with our purpose and our values, and is excited about living those out in daily practice 

• Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement 

• Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions. 

• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results. 

Nice to have: 

• Experience supporting enrollment, outreach, participant engagement, or business development within PACE, Medicare, Medicaid, managed care, or other value-based healthcare environments. 

• Knowledge of PACE, CMS, and applicable federal and state regulatory requirements related to participant enrollment, eligibility, and care coordination. 

• Experience using CRM, enrollment management, or participant relationship management systems. 

• Bilingual: Spanish, Mandarin, or Cantonese. 

Essential Functions & Physical Requirements 

The following statements describe the general nature of work and physical expectations common across roles at Habitat Health. Specific responsibilities may vary by position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. 

Team members in this role may be expected to  

• Work in healthcare, administrative, community, or remote environments, depending on role needs. 

• Communicate effectively with participants, caregivers, team members, and other stakeholders in person, by phone, and through electronic systems. 

• Remain stationary and/or move about for extended periods, consistent with job duties. 

• Operate standard office equipment and/or clinical tools (e.g., computers, phones, medical devices, documentation systems). 

• Travel between work sites or community locations as needed. 

• Follow safety procedures, infection control protocols, and use personal protective equipment (PPE) when required. 

• Perform tasks that may involve bending, reaching, lifting, or assisting participants, depending on role responsibilities. 

• Lift, carry, push, or pull supplies, equipment, or materials typically up to 25–50 pounds, with assistance or mechanical aids, depending on job duties and role responsibilities. 

Compensation:  

The anticipated base salary range for this position is $68,640 - $72,800 annually. This position is also eligible for a target monthly bonus and may be eligible for additional incentive compensation, as applicable. 

The final compensation offered will be determined based on factors including, but not limited to, the candidate's qualifications, skills, experience, education, certifications, geographical location, and business needs. 

In addition, this position is eligible for a comprehensive benefits package, including medical, dental, and vision insurance; paid parental leave, short- and long-term disability coverage; life insurance; flexible spending accounts; a 401(k) savings plan that includes a match; paid time off; and company paid holidays. 

At-Will Employment  

Employment with Habitat Health is at-will. This means that either the employee or the employer may terminate the employment relationship at any time, with or without cause, and with or without notice, subject to applicable law. Nothing in this job posting or any other company document is intended to create a contract of employment, express or implied, or to alter the at-will nature of employment. 

Any written or oral statements to the contrary are not authorized unless made in writing and signed by an authorized representative of the Company.