Enrollment Specialist
New
A
AO NationFinancial Services
Canada (Excluding QC, NB, PE, NS, NT, YT, & NU)Full-Time
Salary60,000 - 95,000 CAD per year
Apply NowOpens the employer's application page
Job Details
- Required Skills
- DocumentationComplianceData entryCRMCustomer support
Requirements
- Self-motivated with a strong sense of personal accountability.
- Clear, professional written and verbal communication skills.
- Strong commitment to accuracy and thoroughness.
- Disciplined in working independently in a remote environment.
- Hardworking, reliable, and eager to grow professionally.
- Reliable internet connection.
- Quiet home office setup.
- Experience in a customer-facing, sales, or administrative role is preferred.
- Comfort navigating digital tools, CRMs, and video conferencing platforms is preferred.
Responsibilities
- Conduct professional virtual enrollment consultations with clients, primarily in Ontario and participating provinces.
- Educate clients on available options to help them make informed decisions.
- Complete applications accurately and in strict compliance with all relevant provincial regulatory requirements.
- Verify client eligibility and process enrollment documentation with high attention to detail.
- Provide ongoing support to existing policyholders, including coverage reviews and policy updates.
- Stay current on products, industry trends, and provincial regulations.
- Track client interactions and enrollment progress using the company CRM.
- Participate actively in regular team training and group coaching sessions.
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