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Enrollment specialist skills for your resume and career

15 enrollment specialist skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Provide administrative support to the team and engaged participants in identified programs to maximize client enrollments and provide optimal customer service.
- Promoted to Care Coordinator within 7 months of employment for my consistently excellent customer service and efficient processing of patient information.
2. Patients
- Verified insurance coverage and eligibility while utilizing websites and consulting physician offices, insurance companies, and patients.
- Determine eligibility for state medical programs using Colorado Benefits Management System (CBMS) for uninsured patients.
3. Data Entry
Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.
- Researched enrollment problems, corrected enrollment errors, data entry on enrollment applications, and issued membership cards and termination certificates.
- Automated common processes by creating AppleScript and JavaScript tools designed to streamline repetitive data entry and web-form submissions.
4. Health Insurance
- Distribute information about the individual health insurance exchange, including eligibility requirements for applicable federal premium subsidies and cost-sharing assistance.
- Provide application and renewal assistance and facilitate enrollment in a health insurance program by providing accurate and fair information.
5. Enrollment Process
- Participated with developing admissions enrollment processes, conducted student commitment training lessons, communication coaching sessions and positive leadership training.
- Completed initial and comprehensive assessments/reschedules on participants with appropriate team staff, during enrollment process, according to procedures.
6. Outbound Calls
An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.
- Make outbound calls to targeted consumers to encourage and facilitate enrollment in health management education and wellness coaching programs.
- Performed inbound/outbound calls daily to provide accurate and consistent information concerning medical insurance enrollments and provider's information.
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- Provided accurate and courteous response to various telephone inquiries from internal and external customers regarding Enrollment Verification and Medicare Advantage plans.
- Conducted research and analyzed documentation submitted by the Medicare Advantage Organizations for Medicare membership enrollment.
8. Financial Aid
Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.
- Participated in the development of institutional financial aid policies and procedures that will positively impact efficiency and quality of service provided.
- Completed or pulled student's FAFSA to determine financial aid eligibility and packaged student accordingly.
9. Inbound Calls
- Received inbound calls and assisted Medicare members with enrolling into their medical insurance.
- Answered inbound calls regarding extensive inquiries from perspective Medicare members.
10. CMS
A Content Management System or CMS is computer software that works as a framework where content can be assembled and managed by using a database. CMS is an important asset in web development. This platform enables users to create, edit, collaborate on, publish and store digital content. It helps users to manage their content and modify it from a single system.
- Processed all Medicare enrollment transactions in accordance with CMS regulations and company policies and procedures.
- Maintained records pertaining to eligibility and enrollment by managing CMS reports.
11. HIPAA
- Completed enrollments employing the resources as defined by individual clients within security mechanisms required by HIPAA and within client specifications.
- Communicated HIPAA and corporate compliance requirements.
12. Health Coverage
- Provided structured patient education on health coverage Engaged in follow-up conversations and offered renewal assistance for enrolled individuals.
- Processed Medicare applications for participants who enrolled for health coverage through Senior Educators.
13. Open Enrollment
Open enrollment means a duration that comes every year that a person can sign up for health insurance or change the plan that a person has, for instance, if a person needs to deregister. The activity always features in a few weeks or months within a year. It allows workers to alter their benefit plans, including vision, dental, health insurance, life insurance, and disability.
- Devised and executed strategies used for open enrollment and garnered brand awareness from efforts.
- Coordinated open enrollment; including collecting applications, conducting meetings and answering Questions.
14. PowerPoint
- Develop coordinated and thematic handouts and PowerPoint presentations.
- Developed PowerPoint training for multiple platforms.
15. Enrollment Applications
- Enrolled and verified initial and ongoing eligibility of members, reviewed enrollment applications and requested additional documents, as needed.
- Coordinated completion of provider enrollment applications, re-credentialing and provider data for all providers located within CA and AK.
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List of enrollment specialist skills to add to your resume

The most important skills for an enrollment specialist resume and required skills for an enrollment specialist to have include:
- Customer Service
- Patients
- Data Entry
- Health Insurance
- Enrollment Process
- Outbound Calls
- Medicare Advantage
- Financial Aid
- Inbound Calls
- CMS
- HIPAA
- Health Coverage
- Open Enrollment
- PowerPoint
- Enrollment Applications
- HR
- Health Plan
- Marketplace
- Community Events
- Hippa
- Salesforce
- Customer Inquiries
- EDI
- PCP
- Google Drive
- Enrollment Issues
- Computer System
- HMO
- Admissions Process
- Process Applications
- Cobra
- Telephone Calls
- Enrollment Assistance
- Informed Consent
- GCP
- Allergies
- Insurance Carriers
- Health Benefits
- Plan Changes
- Facets
- PPO
- Enrollment System
- Tricare
- Address Changes
- Develop Value
- ACA
- Marx
- Billing Issues
- Medicare Part D
Updated January 8, 2025