YOUR Why

We’re seeking a passionate, tech-savvy, outreach-oriented team player to channel their professional healthcare experience into bringing our client to the forefront of modern senior care. As the senior population grows, our client is here to meet the urgent needs of the frail and economically challenged populations they serve. You’ll help seniors/caregivers assemble the documentation required to enroll in the PACE program, guiding them through the journey and addressing/anticipating questions to ultimately deliver a successful enrollment outcome. This role allows the ability to create relationships that expand our client’s reach into the healthcare landscape. Self-starters with experience in post-acute, senior resource, and managed care settings will allow more seniors to maintain their independence, aging in place, and improve their quality of life.

The Enrollment Representative is responsible for ensuring each region enrolls monthly participants in a timely and efficient manner according to budgeted sales goals. They serve as the main point of contact throughout the qualification and onboarding process for individuals interested in enrollment into programs and services. Representing our client, this position manages education, initial intake meetings, enrollment, Medicaid, and follow-up through the enrollment process. Meeting the needs of professional medical care providers and community-based referral sources to efficiently convert leads to enrollments will position the Enrollment Representative as an integral part of the sales cycle. Facilitating enrollments through best practice processes creates a positive experience for new participants, encouraging them to refer friends and family to the enrollment representative directly to sell the program in the moment.

This role offers a competitive base salary with an additional commission opportunity.

How YOU Will Spend YOUR Days

Potential Participant Inquiry (40%):

• Receive communication from the call center, broker, and/or PACE/LIFE Specialist to hand off qualified referrals.

• Confirm the intake appointment schedule and arrive at appointments on time.

• Complete intake profile with all requested information directly into Customer Relationship Management (CRM) tool. Complete profile with information obtained from prospective participant (or representative) and referral sources when applicable. Gather information regarding individual situation and service needs.

• Promote the program to prospective participant, family members, and/or their representatives, aligning messaging with the individual needs of the customer.

• Move the sale forward during every prospect interaction.

• Provide exceptional customer service to individuals who inquire, enroll in, and/or participate in referral sources. Integrate as a trusted resource who can meet needs of referral sources and prospective participants, encouraging more referrals to be submitted to PACE.

• Based on comprehensive knowledge of all company services within the continuum of care, identify the most appropriate services for each potential participant based on their individual situation and needs.

• Schedule center visits, home visits, tours, and other interactions with affiliate staff to familiarize potential participants with programs and services.

• Utilize excellent customer service and effective sales techniques to increase service as appropriate for each individual. Strategically identify and generate additional referrals through referral source and prospective participant interactions.

Enrollment Process Management (50%):

• Record real-time, accurate updates of prospect progress into CRM.

• Work closely with applicant/applicant’s representative as primary point of contact throughout enrollment process.

• Coordinate with applicant/applicant’s representative to collect necessary information and documentation throughout approval and Medicaid enrollment process.

• Maintain accurate documentation and actively monitor the application process for each potential participant/client throughout the enrollment process to ensure they’re enrolled.

• Present prospective cases to the enrollment decision team and support admission decisions by providing clear, accurate details about each prospect’s living situation, condition, and service needs.

• Closely collaborate with the Eligibility and Financial Determination department and related third parties to properly complete, submit, and monitor Medicaid application process to help individuals access Medicaid benefits to enroll in PACE/LIFE or other affiliate as appropriate.

• Understand, possess, and utilize sales skills to “close” the transaction.

• Perform home visits and/or day center visits to complete all Medicaid enrollments within required timeframes.

Post Enrollment Follow-up/Additional Duties (10%):

• Work closely with interdisciplinary team, marketing/sales, call center, operations, Medicaid, accounting, and others to ensure prospects’ smooth transition into the program.

• Hand off cases when appropriate to key staff post-enrollment.

• Work closely with affiliate staff and marketing/sales to increase community awareness and strengthen brand image of our client and its affiliates.

• Perform other duties as requested positively and helpfully to ensure a smooth-running work area.

What YOU Bring

• 2+ years of proven successful healthcare-focused sales, intakes, or admissions in both B2B (hospitals, healthcare providers, senior living communities, etc.) referrals sources and B2C (individual patient) settings, Medicare Advantage plans, Managed Care Medicaid plans, Veterans Administration health benefits; or equivalent combination of education and experience.

• Must have experience in comparable healthcare, insurance, or related industry with a track record of "closing" the sale.

• Sophisticated experience and skilled in using CRM database systems (Salesforce, Microsoft Dynamics, Hubspot, Zoho, Playmaker, etc.).

• Bachelor’s degree in business, sales, marketing, social work, or a related field from an accredited college/university or applicable work experience in lieu of a degree.

• Requires personal transportation, a valid state-issued driver’s license, a good driving record, and auto insurance as required by law.

Location: Onsite in Lakewood, CO, requiring a mix of in-office and field work to meet with potential participants.

Compensation: $57,784 - $69,900 base + commission

No third parties: no C2C or sponsorship available