Lumata Health logo
Lumata Health

Human-led intelligent eye care management to support ophthalmology and optometry practices.

Enrollment Specialist

Location

Illinois

Posted

19 hours ago

Salary

$23 - $26 / hour

Seniority

Mid Level

Associate Degree2 yrs expEnglish

Job Description

Enrollment Specialist

Lumata Health

• Engage with potential patients through outbound calls to promote and enroll them in our services. • Provide detailed information about our services, highlighting the benefits and features to prospective patients. • Address inquiries, concerns, and objections effectively to secure enrollments. • Guide patients through the enrollment process, ensuring all necessary information is collected accurately. • Maintain up-to-date knowledge of enrollment policies, procedures, and compliance requirements. • Maintain a patient-focused approach to enhance the overall enrolling experience. • Collaborate with team members to share best practices and strategies for achieving enrollment/metric goals. • Communicate effectively with other departments to ensure seamless service delivery and customer satisfaction. • Participate in training sessions and team meetings to stay informed about services and industry trends. • Achieve and exceed monthly enrollment targets and performance metrics. • Track and report enrollment activities, outcomes, and performance to supervisors. • Utilize CRM (Salesforce) software to document patient interactions. • Adhere to all company policies, procedures, and ethical standards. • Ensure compliance with regulatory requirements and company guidelines during the sales and enrollment process. • Maintain accurate and secure records of customer interactions and transactions.

Job Requirements

  • 2+ years of work experience in eye care, or a related field, preferred.
  • 1+ years of sales experience, preferred.
  • Proficient with Electronic Medical Record (EMR) systems, preferred.
  • Ability to speak fluently in English
  • Strong sales instincts — persuasion, objection handling, closing.
  • Empathy and patient focus — ability to balance metrics with compassion.
  • Excellent verbal and written communication skills.
  • High resilience in a quota-driven environment with frequent rejection.
  • Strong organizational skills with attention to detail in documentation.
  • Ability to work independently in a fully remote environment.
  • Ability to work remotely with reliable Wifi access.

Benefits

  • Medical, Dental and Vision
  • Paid time off
  • Parental leave
  • ... more additional benefits

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• Conducts the enrollment process with the person served and their circle of support in a timely manner. • Ensures enrollment documents are complete and accurate. • Recommends improvements to internal process/systems to prevent future issues and to enhance service experience. • Maintains confidentiality and HIPAA compliance. • Upholds company values and mission.

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