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Enrollment Specialist

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Synchrony

25d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Sales & Business Development
  • Brooklyn, +17

AI generated summary

  • You need 2 years of phone sales experience, 6 months in your current role, a high school diploma, be 18+, pass a drug test and background check, and have legal U.S. work authorization.
  • You will identify sales opportunities, qualify leads, educate providers on CareCredit, manage relationships, document in Salesforce, submit applications, collaborate with underwriting, and meet 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).
  • Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening.

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 an Enrollment Specialist?

The primary responsibility of an Enrollment Specialist is to enroll new practices onto CareCredit to meet enrollment goals, which includes identifying new sales opportunities, qualifying potential providers, and converting leads into sales/enrollments.

What qualifications are required for this position?

A minimum of 2 years of inside or outside phone sales experience is required, along with a minimum of 6 months in the current role if internal. A high school diploma or equivalent is also necessary.

What sales tools will I be using in this role?

You will be utilizing Salesforce for managing leads and enrollment pipelines, along with other corporate sales productivity and presentation tools.

Are there any educational preferences for this role?

Yes, a Bachelor's degree is preferred for this position.

What skills are important for success as an Enrollment Specialist?

Important skills include strong verbal and written communication, excellent listening and presentation abilities, proficiency in Microsoft Suite (especially Excel), organization, time management, and a passion for sales.

What type of environment should I expect working in this position?

You can expect a fast-paced sales environment where multitasking and efficient time management are crucial.

Is there a focus on team collaboration in this role?

Yes, strong teamwork orientation is encouraged, as you will be partnering with internal groups and the underwriting team to create solutions based on provider needs.

What are the performance expectations for this role?

Enrollment Specialists are expected to consistently meet and exceed monthly sales goals and key performance metrics.

Are there any specific technological proficiencies required?

Yes, proficiency in Microsoft Office Suite, especially Excel (including Pivot Tables and Macros), is required, as well as the ability to navigate various systems effectively.

What is the salary range for this position?

The hourly rate range for this position is between $24.00 and $33.50, and there is also eligibility for an annual bonus based on individual and company performance.

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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.