Enrollment Specialist

About Assurance

Assurance IQ is a technology company headquartered in Seattle. We were acquired by Prudential (NYSE: PRU) to further the joint mission of improving financial wellness across the world.

Our team of world class software engineers, data scientists, and business professionals work every day to expand our product offerings and the reach of our platform. We simplify the complex world of insurance and financial services into straightforward, valuable solutions to improve people's lives. We start by asking customers a few questions, so our system can learn about their needs; from there, our ground-breaking, proprietary platform takes over and analyzes the thousands of data points that make customers unique. This is how we create custom-tailored plans for each customer; plans built precisely for their needs and budget. Our platform serves as the intersection between customer and seller, technology, and the human touch.

At Assurance, we are innovative, persevering, collaborative, calculated, and authentic, and we're working together to improve the lives of millions!

Under the guidance of the Enrollment Supervisor, the Enrollment Specialist will be responsible for accurate and timely processing of enrollment applications for Medicare and Health products in a high-volume environment. The Enrollment Specialist is responsible for obtaining outstanding requirements from applicants and forwarding them to our carrier for processing. The primary focus is to provide excellent customer service while assisting our customers throughout the application process.

Primary Responsibilities:

Assist Medicare and Health eligible individuals through the enrollment process

·        Present potential solutions to resolve outstanding requirements. Identify high risk applicants and proactively refer them to the retention team.

·        Meet new business production goals and objectives as established.

·        Utilize the established communication and sales process.

·        Meet goals and metrics as established and created by the team.

·        Follow compliance guidelines.

·        Adhere to work schedule consistently.

·        Conform to and abide by the procedures, rules, and requirements of Assurance, including any and all regulatory bodies

What to expect:

A culture that is focused on a constructive communication process

Supportive management team that aids and encourages development and career progression

·        Ongoing coaching and career development including individual and group coaching sessions

Fast paced, high performance environment

We represent multiple carriers in 50 states


High school diploma or the equivalent is required, Bachelor's degree preferred

·        Strong interpersonal and communications skills verbal and written.

Highly self-motivated and self-disciplined with ability to work effectively in a customer care environment. Ability to work independently, performing to high standards of productivity and accuracy.

Organizational skills and effective time management to succeed in a fast-paced environment, transactional

Proficient with Microsoft Office, including Excel, and Word.

Internet proficiency.

·        Strong interpersonal and communications skills verbal and written.

·        Minimum Internet Speed (Hardwired): 30mb down/20mb up

Work Location and Schedule:

·        The Enrollment Specialist will be required to work 40 hours per week  

·        Position Location: Remote

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