Enrollment Field Specialist

3 weeks ago


Gainesville, Florida, United States PALCO Inc Full time
Job Title: Enrollment Field Specialist

Palco Inc is seeking a highly organized and detail-oriented Enrollment Field Specialist to join our team. As an Enrollment Field Specialist, you will play a critical role in ensuring the accuracy of employer and employee paperwork and recording the necessary information in Palco's software.

Key Responsibilities:
  • Conduct in-home visits as required by program guidelines.
  • Assist in completing, sending, tracking, and processing necessary employer and employee paperwork.
  • Proactively identify and address potential obstacles that could delay enrollment.
  • Ensure compliance with program-required background checks for employees.
  • Record employer and employee address/information changes in Palco's software.
  • Understand required forms and how to complete them effectively.
  • Update enrollment statuses for participants and providers in databases.
  • Maintain accurate records of services provided and time commitments according to established policies.
  • Deliver hands-on training and train-the-trainer sessions on program protocols, financial systems, and reporting requirements.
  • Educate individuals and employers on how to work with Palco systems as their fiscal intermediary.
  • Explain participant and provider responsibilities within self-directed services, including payroll processing and tax obligations.
  • Maintain 85% or higher compliance rate on audits and case reviews and CRM Cases.
  • Collaborate with case management or service entities to ensure timely approval and authorization of services.
  • Prompt outreach of referrals for participant-directed services.
  • Work closely with internal and external stakeholders to expedite enrollment processes and ensure providers receive timely payments.
  • Document and report instances where individuals face challenges with self-direction as well as weekly follow-up on their enrollment status.
  • Communicate any corrections to referrals with case management or service providers.
Requirements:
  • Strong understanding of tax and program enrollment requirements.
  • Good verbal and written communication skills required.
  • Must possess solid skills with email, Internet, and Microsoft Office, including the use of word processing, spreadsheets, and file maintenance programs.
  • Must possess strong organizational and problem-solving skills, including the ability to analyze information, pay attention to detail, take initiative to follow up on transactions, and make decisions about information.
  • Excellent interpersonal and communication skills.
  • Must be willing to work Monday through Friday, 8:00 am-5:00 pm or additional time, if necessary, to complete duties and responsibilities.
  • Must be a self-starter and extremely independent.
  • Must have the ability to prioritize tasks and meet deadlines with minimal oversight.
  • A valid driver's license and access to a motor vehicle required for travel.
  • Must have a strong ability to analyze processes, enhance them, and provide suggestions.
Benefits:
  • Generous Paid time off.
  • Insurance: Health, Dental, Vision, Life, Short-Term and Long-Term Disability, Cancer, Accident
  • Simple IRA
  • Annual bonus potential.
  • Career Growth Opportunities: We help you thrive, so together, we can grow. We provide opportunities to advance your career with a vast portfolio of businesses and a global footprint.
  • Paid Training: Earn while you learn, and continue to grow with access to internal and external learning opportunities.
  • Great Work Environment: We are proud of our company culture of collaboration and the recognition we've received for our diversity efforts.


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