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Enrollment Coordinator

American Fidelity
San Francisco, CA Full Time
POSTED ON 3/19/2025 CLOSED ON 4/17/2025

What are the responsibilities and job description for the Enrollment Coordinator position at American Fidelity?

Must live in Northern CA. Some overnight travel will be required.

  • Facilitates implementation and onboarding processes for new or reserviced accounts including developing, maintaining and strengthening Customer relationships by providing pre-defined customer service and supporting administrative aspects of assigned accounts. Anticipates future customer needs and facilitates such awareness with home office and field sales management.
  • Responsible for driving growth and participation in assigned enrollments by managing and facilitating the enrollment process through all phases. This includes handling multiple enrollments simultaneously and maintaining schedules and deadlines for each.
  • Serves as the point of contact for the customer, home office and field sales to ensure quality, cost containment, consistency, production results, and a positive customer experience during all phases of the open enrollment.

NOTE : This position's responsibilities require the use of a Company car, therefore, the incumbent is assigned one for use.

  • Three to five years of successful experience in sales or sales support
  • Strong written and verbal communications skills
  • Strong organization and project management skills with attention to detail
  • Strong interpersonal skills including ability to interact, consult, influence / persuade, negotiate and direct
  • Solutions-oriented attitude
  • Conflict management skills
  • Professional demeanor
  • Self-motivated
  • Extremely flexible with the ability to "think on your feet"
  • Strong knowledge of
  • AFEnroll enrollment platform
  • Home office systems and processes : Billing, Flex, Online Service Center, Claims, Flex, all components of the enrollment set up
  • Sales processes
  • Products and Services including imports
  • Compliance
  • Field, HSA and Agency
  • Employer processes, systems, data and pain points
  • Life and health license required within first 30 days of employment
  • Compensation range : $67,607.71-$101,172.94 / yr plus may be eligible for an annual discretionary company bonus. Actual compensation within that range will be dependent upon the individual's skills, experience, qualifications, and geographic location. For a general description of all employment benefits, click here ."
  • Salary : $67,608 - $101,173

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