Enrollment Manager - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Description:
The Enrollment Manager reports to the Enrollment Director and is responsible for overseeing and optimizing the entire enrollment process to ensure a seamless experience for clients, brokers, and carrier partners. This role involves implementing efficient enrollment procedures, building strong  relationships with clients and brokers and internal partners while proactively seeking feedback to enhance the overall enrollment experience. The Enrollment Manager will also lead the Benefit Enrollment Team, ensuring that each team member delivers high-quality service and resolves client inquiries effectively. 

Duties & Responsibilities:
This individual will have a broad scope of responsibility, collaborating closely with multiple teams in our organization. Duties will vary based on the time of year, clients currently being serviced, and needs within the organization. Below are some of the key responsibilities:

Client Management

• Implements strategies as directed by Client Executive to meet organizational goals and  objectives; sets performance goals and monitors team productivity for success.

• Creates and maintains the plan of enrollment (POE), including client information,  engagement strategies, and enrollment logistics.

• Develops and updates counselor scripts to align with client expectations, enrollment  goals, and branding requirements.

• Submits call branding information to internal IT team to establish proper integration  and adherence to client specifications.

• Manages and oversees counselor performance, providing guidance and support to  achieve enrollment goals, providing recommendations and collaborating with Client Executive to adjust strategy as needed.

• Collaborates across departments to support the client relationship. 

• Reviews counselor engagement metrics, including scheduling efficiency, script adherence, and conversion rates, reporting findings back to the Client Executive to refine strategy.

• Manages escalated client issues, ensuring timely and satisfactory resolutions, keeping Client Executive aware and up to date.

• Develop and maintain on-site and call center counselor schedules to optimize resource  allocation and efficiency; collaborate with external partners to ensure the schedule aligns with business needs.

• Oversee build and ensure accuracy of the scheduling tool.

• Coordinate on-site support for group meetings, benefit fairs, and other meetings as necessary. 

• Conducts regular audits of the scheduling tool and talk desk to ensure data accuracy, compliance, and effective counselor participation in scheduled enrollments.

Internal Collaboration and Leadership

• Collaborate with internal departments including Account Management and Quality Assurance through regular weekly meetings to ensure successful coordination of the enrollments and new hire opportunities. 

• Collaborate with the designated Client Support Manager to coordinate efforts, streamline processes, and achieve successful completion of assigned tasks within established timelines.

• Conducts counselor huddles and check-ins to reinforce best practices, address concerns, and improve performance.

• Conduct counselor training in conjunction with the Account Manager.

• Ensure that all enrollment staff are aligned with sales goals and objectives by working closely with the sales team to implement and refine product sales strategies.

• Fosters a collaborative and supportive team environment to drive productivity and engagement; collaborate with New Hire Account Executive and Quality Assurance team to develop incentive programs, training materials, and quizzes to enhance team productivity and morale, aligning with the clients’ goals.

• Coordinate travel for onsite enrollment team members. 

• Collaborate with the Quality Assurance department to ensure counselors adhere to established protocols for onsite recordings and scripting guidelines, monitoring results.

• Serves as client’s main point of contact during enrollment process and will function as a back up to the account manager when needed to run client meetings.

• Leads scheduling tool demonstrations for clients and broker partners. 

Reporting/Misc.

• Conducts regular audits of Oracle, Scheduling tool, and other enrollment systems to ensure data accuracy and compliance with company policies.

• Provides detailed reporting to senior management on the enrollment process and outcomes, such as overall premium, premium per interview, engagement, product performance, etc. 

• Measures productivity by analyzing performance data and activity reports.

• Reviews, monitors, and answers counselor questions in the internal counselor chat and issue resolution log. 

• Collaborate with the Account Manager for completion of Monday tasks and duties.

• Reviews and approves counselor expense reports.

• Confirms counselor staffing needs and collaborates with the Account Manager to ensure all counselors have appropriate logins, licensing, and appointments

Required Skills/Abilities:

• Excellent managerial and supervisory skills that are problem solving and solutions focused.

• Excellent organizational skills and attention to detail.

• Excellent written and verbal communication skills with proficiency in Microsoft Office Suite.

• Ability to work effectively in a fast-paced environment and manage multiple priorities while quickly learning new processes and embracing change management/innovation.

• Maintains composure and professionalism when dealing with difficult or complex situations.

• Achieves/exceeds goals and targets.

• This position requires approximately 90% on-site travel during peak season of September -December and 80% on-site travel the remainder of the year with remote work as needed. Candidates must have the flexibility to travel to various locations to support enrollment activities. 

• Must be willing to work evenings and weekends as needed to meet business demands, including during peak enrollment periods.

Requirements

• Licensed in Life and Health Insurance.

• Must be Real ID compliant, with a valid driver’s license. 

• Bachelor’s degree in marketing, Business Management, Business Administration, or related field preferred.

• Minimum of 3 years related enrollment experience.

• Prolonged periods of sitting at a desk and working on a computer.

• Prolonged periods staring at a computer screen with consistent exposure to blue light/glare.

The typical base pay range for this role nationwide is $80,000 to $90,000 per year.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francisco

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

 OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!