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
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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• Conduct high-volume inbound and outbound patient outreach through phone to educate, engage, support, and enroll eligible patients. • Explain the purpose, benefits, and value of care management programs in a clear, accurate, and patient-friendly manner. • Build rapport with patients while professionally addressing questions, concerns, and enrollment objections to encourage participation. • Manage the Scheduling inbox by responding to patient inquiries, triaging requests, routing clinical concerns, and ensuring timely follow-up in accordance with established workflows. • Accurately document patient interactions, outreach attempts, enrollment outcomes, and other required information in a timely manner. • Collaborate with client care teams, providers, and internal partners to ensure a seamless patient experience and continuity of care. • Follow established outreach workflows, scripts, quality standards, and compliance requirements while adapting conversations to meet individual patient needs. • Identify and escalate patient concerns, engagement barriers, and operational issues while effectively managing competing priorities and contributing to process improvements that support enrollment success.
• Serve as the first point of contact that will introduce patients to the program and help them enroll via a smartphone app • Conduct outbound calls (to program-eligible patients) and successfully convert those calls into enrollments • Create exceptional patient enrollment experiences and share insights with your peers • Evangelize the program benefits and the impact it will have on member health • Deliver value to our partners and strengthen relationships through feedback, communication, and collaboration • Gather patient insights on enrollment experience in order to outline areas of growth and opportunity • Maximize team growth by delivering observations and identifying trends to help the team as it grows
• 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.
• Conducts the enrollment process with the person served and their circle of support (i.e., families, guardians) 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. • Other duties as assigned.


