Enrollment Specialist Sample Job Descriptions

An enrollment specialist is needed at [Your Company Name]! Candidates will be required to assist and help those that are applying for courses, training, or education at our facility. The ideal candidate will be required to understand the policies and training programs well enough to give quality advice and counseling to potential applicants, as well as convert these applicants to our system and product if they voice doubt. The enrollment specialist will be required to know the special requirements of candidates who enroll in the system. Our ideal employee will be outgoing, as this position requires good communication skills, with great problem-solving skills, and the ability to work closely with applicants. The candidate will also be responsible for collecting, imputing, and updating the data of relevant applicants.

Typical duties and responsibilities

• Answer questions, handle issues, and provide detailed information to students on school requirements, processes, and policies
• Collect data to qualify candidates for programs, services, or courses
• Ensure applications are completed correctly, with the required supporting materials
• Enter, update, and review records
• Provide guidance and recommendations to current and prospective students
• Process enrollments and withdrawals
• Assist with billing and payment processing
• Conduct information sessions
• Participate in school activities
• Promote the school in the community by participating in meetings or events, and building relationships
• Administer, plan, and control budgets, produce financial reports, and maintain their records
• Recruit, hire, train, evaluate, and terminate supporting staff
• Assess and collect tuition fees

Education and experience

This position requires a bachelor’s degree in administration or counseling, and at least one year of prior experience in the field. Most schools also require counseling experience.

Required skills and qualifications

• Excellent communication and written skills
• Expertise in customer service
• Knowledge and experience in the education system
• Strong organizational, time-management, and multitasking abilities
• Keen attention to detail
• Excellent administrative skills
• Robust computer and database skills

Preferred qualifications

• Excellent verbal and written communication skills
• Experience working with students
• Familiar with common software, like Google Suite and Microsoft Office
• Bilingual, Spanish preferred

We are seeking an Enrollment Specialist to become an important part of our team! You will take charge of implementing the vision, mission, and core values of our company.

Specific duties for enrollment specialist:

• Maintain meaningful relationships with new and existing customers
• Respond to inquiries, assist in enrollment processes, and resolve potential client issues
• Create, present, and sell company products and services to drive enrollment numbers
• Prepare and maintain account statements and financial reports for customers
• Stay updated with the market by conducting research and building knowledge
• Study industry trends and competitive market information to stay ahead of the competition

Desired skills and experience:

• Hardworking
• Communication skills
• Self-motivated
• Open-minded
• Eager to learn
• Ambitious
• Energetic
• Team player
• Positive attitude

The opportunity

The Enrollment Specialist is responsible for the enrollment of insurance products and handling all customer contacts received by telephone. This position regularly engages in sales activities with customers and is responsible for processing customer applications, endorsements, and inquiries. The Enrollment Specialist is also responsible for being recognized as a trusted business advisor, and a representative of ABC Company’s values and mission.

Your responsibilities include

• Assess customer needs and advise clients on coverage options. Provide quotations, pricing, and required information to prospects with excellent customer service. Complete the sales process for each customer with excellent customer service
• Receive and respond to all customer inquiries and complaints. Request any missing or required information from customers and follow up on that information
• Follow up routinely with customers on all open or unresolved issues including calling lapsed customers
• Answer the telephone in a prompt, professional, and courteous manner
• Report any and all conditions affecting customer satisfaction
• Maintain appropriate records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by management

Qualifications

• Remote work experience preferred
• Bi-Lingual preferred
• Bachelor’s degree preferred
• Active Life and Health License Required
• Demonstrable strength and creativity in problem-solving
• Adaptable to change
• Proven track record of managing multiple tasks and projects
• Demonstrate a positive, high-energy attitude

Job purpose

Enters data from various source documents into prescribed databases for storage, processing, and data management purposes. Performs other administrative duties in support of School Enrollment and Business Operations.

Essential duties and responsibilities

• Prepares, compiles, and sorts documents for data entry into school and district/state databases
• Checks source documents for accuracy
• Verifies and corrects data where necessary. Obtains additional information for incomplete documents
• Combines and rearranges data from source documents where required
• Enters data from source documents into prescribed databases
• Transcribes information into the required electronic format
• May scan documents into document management systems or databases
• Audits completed work for accuracy
• Stores source documents in designated locations for future reference
• Maintains accurate records of activities and tasks
• Responds to requests for information and access relevant files in providing information. Ensures reference documents are appropriately returned to storage for future reference
• Prints information when required
• Complies with all data integrity and security policies. Maintains the strictest confidentiality requirements
• Monitors and updates information in databases to ensure funding count cycles are accurate
• Prepares, transmits, maintains, and responds to requests for student transcripts and other official documents
• Consults with appropriate ABC Company staff in maintaining electronic and hard-copied student records including attendance, immunization, transcripts, grades, student schedules, and procedures
• Performs administrative tasks in support of HR functions: creates position openings in the HR system and ensures all new hire paperwork is completed in a timely manner
• Provides other administrative assistance as required
• MAY PERFORM OTHER DUTIES AS ASSIGNED

Skills and knowledge

• Has the ability to work and interact with individuals at all levels of the organization
• Has the ability to organize, prioritize and manage multiple priorities
• Possesses good communication skills: Oral, Written, and Interpersonal
• Demonstrates proficient experience with Microsoft Office (Word, Excel, PowerPoint), PowerSchool, and email communications
• Possesses good knowledge of company and departmental policies and procedures
• Leads by example in adherence and knowledge of ABC Company and their Vision, Mission, and Values demonstrated by the commitment to act in an ethical manner using behaviors that promote a team concept
• Participates in and successfully completes training programs offered to increase skill and proficiency related to assignments
• Ensures adherence to good safety procedures

Job requirements

• High school diploma or equivalent. Minimum of 2 years relevant experience
• Experience working in a school office setting is highly desired
• Excellent customer service skills
• Excellent organization, time management, and follow-up skills
• Must be able to present a professional office with great customer service skills
• Must have a positive attitude and be able to collaborate with others, while helping to maintain a pleasant working environment
• Must be detail-oriented
• Bilingual a plus, but not required
• Ability and willingness to work successfully with students, parents, and staff
• Must pass a background check
• Ability and willingness to take directions
• Excellent references including attendance and punctuality
• Proactive and takes initiative. Thinks creatively. Drives projects to completion. Insists on the highest level of quality.