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An, Enrollment Tech

Company: American Fidelity
Location: Oklahoma City
Posted on: January 13, 2022

Job Description:


  • Provide timely and efficient enrollment system setup including data manipulation and formatting, product and plan selection and filtering, eligibility rule and classification development, tax status matching and handling of all other administrative details, to achieve accurate enrollment of AF products for our customers.
  • Coordinate with account managers, sales leadership and pre-enrollment team to ensure enrollment requirements are captured, confirmed and implemented for the annual enrollment period as well as providing support for necessary updates throughout the year.
  • Complete all assigned enrollments to achieve individual goals and metrics, while supporting the team's overall workload, leveraging technology tools such as macros, robotics and other system enhancements, to achieve the Company's premium goals.
  • Complete technology setup and preparation of AF product enrollments, including enrollment requirement analysis, data manipulation and formatting, product/plan selection, eligibility and classification development, DOE testing and communication and delivery of enrollment to field account manager. Fulfill all assigned enrollments accurately and in a timely and efficient manner to meet customer needs and achieve individual metrics for productivity and accuracy. Work with advanced technical tools to achieve process fulfillment including macros, robotics and system enhancements to provide process efficiency.
  • Train and continue to learn technology enhancements and tools to ensure process efficiency. Stay current on enrollment documentation, products, and AFenroll development.
  • Support product only team leadership by assisting other team members and taking on additional work in peak volume times.
  • Coordinate with pre-enrollment team to verify availability of products, plans, deduction frequencies to meet required specifications on setup form.Job Requirements:Requirements:
  • Bachelor's Degree from four-year college or university Business related area of study required or commensurate work experience.
  • Three to five years' experience.
  • Proficiency with PC Windows-based software including Microsoft Office applications.
  • Strong oral and written communication skills.
  • Strong analysis and interpretation skills.
  • Section 125 knowledge.
  • Good time-management skills.
  • Insurance and enrollment process knowledge beneficial.
  • Advanced knowledge of spreadsheet and database software.
  • Technical proficiency including Internet browser applications.
  • Ability to recognize and manipulate multiple data file types.

Keywords: American Fidelity, Oklahoma City , An, Enrollment Tech, Other , Oklahoma City, Oklahoma

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