Enrollment Specialist

About this role

Habitat Health empowers older adults to experience more good days in their homes and communities. Through the Program of All-Inclusive Care for the Elderly (PACE), we provide comprehensive medical care along with support for daily needs such as meals, transportation, and in ‑ home assistance. We deliver coordinated clinical and social care in our centers and directly in participants’ homes, creating a fully integrated experience that brings peace of mind and a true sense of belonging. As we expand our scalable, affordable PACE model to meet the growing and complex needs of aging populations, our mission ‑ driven care teams continue to help participants live well on their own terms.

Habitat Health is supported by leading healthcare organizations and investors including New Enterprise Associates, Kaiser Permanente, and Town Hall Ventures. We are entering a period of significant growth and are looking for exceptional teammates to help us scale a better model of care for older adults. To learn more, visit www.habitathealth.com.

Role Scope : The Enrollment Specialist plays a key role in supporting Habitat Health's growth by overseeing and managing the end-to-end enrollment journey for prospective participants. This role partners closely with the Outreach Specialist, Enrollment RN, and Interdisciplinary Team (IDT) to guide prospective participants and caregivers through the enrollment process, remove barriers to enrollment, and support informed decision-making. By coordinating enrollment activities and fostering trusted relationships, the Enrollment Specialist delivers a seamless, participant-centered enrollment experience while ensuring compliance with applicable organizational policies and regulatory requirements.

Core Responsibilities & Expectations for the Role

• Builds trusted relationships with prospective participants, caregivers, to support enrollment growth and participant engagement.

• Drives the enrollment process as the case manager for prospective participants, including reviewing, processing, and updating applications and required documentation, distributing relevant enrollment materials, and managing communications

• Coordinates assigned enrollment cases by managing applications, documentation, participant communications, and required follow-up activities in a timely and accurate manner.

• Partners closely with the Outreach team, Enrollment RN, IDT, and center leaders to deliver a coordinated, participant-centered enrollment experience.

• Conducts enrollment visits in participants' homes, the center, or virtually to assess needs, support eligibility activities, and advance the enrollment process.

• Identifies and helps resolve barriers to enrollment by proactively coordinating resources, maintaining communication, and facilitating a smooth transition into the PACE program.

• Maintains accurate enrollment documentation and participant records in accordance with organizational policies and regulatory requirements.

• Monitors enrollment activities and performance metrics, using data to prioritize work and contribute to continuous improvement.

• Contributes to community awareness of Habitat Health by representing the organization professionally and supporting outreach and referral development activities.

• Contribute to a program experience that Participants want to join, a team culture that cares and creates joy, and an environment where all participants and team members belong.

• Performs other related duties as assigned.

Required Qualifications:

• Bachelor's degree or equivalent combination of education and/or relevant experience.

• Minimum of one (1) year of experience in healthcare sales, enrollment, customer success, business development, care navigation, or a similar relationship-focused role, preferably within a healthcare environment.

• Demonstrated ability to build trusted relationships, educate prospective participants, and guide individuals through complex decision-making with empathy and professionalism.

• Strong organizational skills with the ability to manage multiple priorities while maintaining attention to detail and ensuring timely follow-through.

• Strong communication and collaboration skills, with the ability to effectively engage prospective participants, caregivers, referral partners, and cross-functional teams to deliver seamless enrollment experience.

• Demonstrated ability to work independently while collaborating across teams to achieve shared outcomes.

• Experience using Microsoft Office and the ability to quickly learn CRM, enrollment management, and participant relationship management systems.

• Proof of a valid driver's license, reliable personal transportation, and automobile insurance that meets applicable state requirements, with the ability to travel throughout the service area.

• Active CPR/BLS certification or the ability to obtain certification within 30 days of hire.

• Meets all applicable participant-facing health requirements, including TB screening and required immunizations.

• Aligns with our purpose and our values, and is excited about living those out in daily practice

• Ability to thrive in a fast-paced, evolving environment with comfort navigating ambiguity, adapting quickly, and contributing to continuous improvement

• Strong learning and growth mindset, including seeking feedback, engaging in healthy debate and using data and curiosity to inform decisions.

• Acts with integrity and ownership, considering the broader organizational impact, doing the right thing, and following through to deliver results.

Nice to have:

• Experience supporting enrollment, outreach, participant engagement, or business development within PACE, Medicare, Medicaid, managed care, or other value-based healthcare environments.

• Knowledge of PACE, CMS, and applicable federal and state regulatory requirements related to participant enrollment, eligibility, and care coordination.

• Experience using CRM, enrollment management, or p

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