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Enrollment Specialist

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Synchrony

24d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • Brooklyn, +9

AI generated summary

  • You need 2 years of phone sales experience, 6 months in your current role, be 18+, have a high school diploma, and pass a background check. Must meet specific service duration for role changes.
  • You will identify sales opportunities, qualify leads, educate providers on benefits, manage enrollment applications, follow up in Salesforce, and achieve monthly sales goals.

Requirements

  • A Minimum 2 years of Inside or Outside Phone Sales experience
  • Minimum of 6 months in your current role or if you were hired externally after 9 months in your current role.
  • You must be 18 years or older
  • You must have a high school diploma or equivalent
  • You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
  • You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
  • New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months’ time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months’ time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don’t meet the time in position or performance expectations).

Responsibilities

  • Identify new sales opportunities (healthcare providers) through all lead channels: inbound calls, outbound calls, trade show applications, faxes, emails, etc.
  • Qualify and initiate contact with potential providers; generate interest; convert lead into sale/enrollment
  • Utilize consultative selling approach; through analysis and discovery, identify key decision maker, understand their needs and determine the appropriate approach for each
  • Present and educate the provider on the benefits of CareCredit; effectively overcome objections
  • Effectively translate CareCredit services and promotions into benefits for provider
  • Identify opportunities for additional locations to further penetrate accounts/markets
  • Establish and develop good relationships with account contact(s)
  • Create follow up tasks/events in Salesforce and follow up consistently and efficiently
  • Accurately enter lead information into Salesforce; capture all required account information and document notes properly
  • Review enrollment requirements; generate enrollment application and set proper training expectations
  • Submit enrollment application and or supporting documentation to underwriting team for review
  • Work in partnership with the underwriting team to clear on hold accounts or any account discrepancies
  • Partner with internal groups/teams to create solutions based on provider needs, including appropriate pricing strategies, solution implementation, and future growth potential.
  • Effectively build and manage lead/enrollment pipeline in Salesforce daily
  • Consistently meet and exceed sales monthly goals and key performance metrics!
  • Perform other duties and/or special projects as assigned

FAQs

What is the primary responsibility of the Enrollment Specialist?

The primary responsibility of the Enrollment Specialist is to enroll new healthcare practices onto CareCredit and meet enrollment goals through identifying sales opportunities and converting leads into enrollments.

What qualifications are required for this position?

A minimum of 2 years of Inside or Outside Phone Sales experience is required, along with at least 6 months in the current role if already employed, or 9 months if hired externally.

Is a degree required for this position?

A bachelor’s degree is preferred but not mandatory.

What software skills are necessary for this role?

Proficiency in Salesforce, Microsoft Suite (including Excel, Outlook, Word, and PowerPoint), and basic computer programs is necessary. Experience with Excel Automation like Pivot Tables and Macros is also preferred.

What is the compensation range for this position?

The hourly rate range for this position is $24.00 - $33.50 per hour, with eligibility for an annual bonus based on individual and company performance.

Are there any requirements regarding background checks?

Yes, candidates must be willing to take a drug test, submit to a background investigation, and submit fingerprints as part of the onboarding process.

Do I need to have prior knowledge of CareCredit products?

While prior knowledge of CareCredit products is preferred, it is not strictly required, as training will be provided.

How is performance measured for this role?

Performance is measured through monthly sales goals and key performance metrics, which the Enrollment Specialist is expected to consistently meet and exceed.

Can current employees apply for other roles within the company?

Yes, new hires must have at least 9 months of continuous service before they can post for other roles, and must consistently meet performance expectations and have managerial approval to do so.

Is there a specific work environment for this position?

The Enrollment Specialist will work in a fast-paced sales environment that requires the ability to manage time efficiently and juggle multiple enrollments/projects.

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Synchrony

Finance
Industry
10,001+
Employees

Mission & Purpose

At Synchrony, our driving force is to be essential to people's everyday lives by making it easier for the many millions of people who rely on us to access their essential needs and everyday wants with consumer financing that works for them – from their first credit card to a lifetime of flexibility. We do this by helping people make informed, smart credit choices so they can live healthier financial lives and by connecting them to Synchrony's ecosystem of hundreds of thousands of small- and mid-sized businesses and health and wellness providers that are the backbone of the U.S. economy.