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The PES Enrollment Coordinator is responsible for scheduling, planning, and organizing open enrollment for clients and brokers.
Essential Functions:
- Assist with enrollment planning and strategy
- Finding and scheduling qualified reps for upcoming open enrollments
- Effectively planning and organizing enrollments
- Lead expansion of existing rep network
- Be familiar with the schedule of upcoming enrollments
- Work with carriers and contacts to arrange adequate staffing for enrollments
- Identify and be proactive regarding the specific staffing needs of each client location
- Ensure proper contracting and licensing of reps
- Establish and maintain positive relationships with reps
- Assist with enrollment pre-communication and marketing
- Help develop and host training calls specific to the needs of each enrollment
- Communicate with clients and sales team regarding upcoming enrollments
- Support sales team with client/broker presentations and demonstrations
- Assist with enrollment technology as needed
- Know, set, and meet timelines
- Take an active role in strategizing and troubleshooting to meet timelines
- Follow and update the enrollment checklist
- Communicate effectively to the team regarding any progress related to staffing
- Communicate challenges and holdups to the team so that action can be taken
- Take accurate timeline notes in designated software
Skills/Qualifications:
- Existing relationships with a network of Benefit Counselors
- Staffing experience required
- Strong relationship builder
- Excellent verbal and interpersonal communication skills
- Ability to represent and promote the firm in a professional manner during all interactions
- Ability to communicate effectively and interact with diverse personalities while maintaining a professional attitude
- Active listening skills with a client-focused approach
- Logical problem solver with the ability to present solutions or suggestions
- Time management and prioritization skills
- Must perform well in a high-energy, dynamic, and team-oriented environment
- Proficiency with Microsoft Office Suite (Excel, Outlook, PowerPoint, and Word)
Benefits:
- Generous paid time off
- Office gym
- New office space with standing desks
- Workplace perks such as food/beverages/coffee/parking
- Dynamic and team-oriented work environment
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Disability Insurance
- Retirement Plan with employer match
Additional Compensation:
PES provides equal employment opportunities to all employees and applicants for employment without regard to religion, race, color, sex, national origin, age, disability, or genetics. In addition to federal law requirements, PES complies with applicable state and local laws governing nondiscrimination.
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Supplemental Pay:
Experience:
- Employee Benefits: 2 years (Preferred)
- Recruiting and Staffing: 2 years (Preferred)
Work Location: Remote
