Enrollment Specialist

4 weeks ago


Boynton Beach, Florida, United States Veritas Legal Plan Full time
Job Summary

We are seeking a highly organized and detail-oriented Enrollment Specialist to join our team at Veritas Legal Plan. The successful candidate will be responsible for receiving and processing enrollment contracts, ensuring completeness and accuracy, and providing exceptional customer service to our clients.

Key Responsibilities:

  • Review and process enrollment packages to ensure all necessary documents are complete and accurate.
  • Upload and save client files into our CRM system.
  • Respond to customer inquiries and provide timely resolutions to any issues that may arise.
  • Initiate and respond to correspondence with clients regarding program understanding, general questions, and draft-related concerns.
  • Make welcome calls and mail out hardcopy welcome packages to new clients.

Requirements:

  • High school diploma or equivalent required.
  • Bilingual Spanish/English preferred.
  • Experience in clerical work or administrative support work.
  • Knowledge of office practices and administrative procedures.
  • Ability to work well independently or in a team environment.


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