ENROLLMENT FIELD SPECIALIST I

ENROLLMENT FIELD SPECIALIST

We’re Palco. We provide the management, support, and systems behind self-directed programs—the services that help people hire, pay, and manage their own caregivers with confidence. With 25+ years of experience as a national provider operating in over 17 states, we keep people at the center of everything we do. Through innovative technology and decades of expertise, we help states and partners run stronger, more compliant, and efficient programs. Our mission is to challenge the status quo and build smarter, more human-centered solutions that put power back in people’s hands. Want to learn more about joining our team? Visit www.palcofirst.com to explore opportunities.

Enrollment Field Specialists are responsible for ensuring the accuracy of employer and employee paperwork and recording the necessary information in Palco’s software. The Enrollment Field Specialist is responsible for ensuring that all required employer and employee paperwork has been completed, processed, and recorded in Palco’s software and that the program-required background checks have taken place. Enrollment Field Specialists perform their job functions in a hybrid capacity, working remotely from home and providing in-person home-delivered services.

Essential Functions:

• Conduct in-home visits as required by program guidelines.
• Assist in completing, sending, tracking, and processing necessary employer and employee paperwork.
• Proactively identify and address potential obstacles that could delay enrollment.
• Ensure compliance with program-required background checks for employees.
• Record employer and employee address/information changes in Palco’s software.
• Understand required forms and how to complete them effectively.
• Update enrollment statuses for participants and providers in databases.
• Maintain accurate records of services provided and time commitments according to established policies.
• Deliver hands-on training and train-the-trainer sessions on program protocols, financial systems, and reporting requirements.
• Educate individuals and employers on how to work with Palco systems as their fiscal intermediary. Focus on education of authorized services, timesheet completion, enrolling new providers as well as identifying and reporting fraud, abuse, neglect or exploitation and provide all other necessary support to ensure successful self-direction.
• Explain participant and provider responsibilities within self-directed services, including payroll processing and tax obligations.
• Maintain 85% or higher compliance rate on audits and case reviews and CRM Cases.
• Collaborate with case management or service entities to ensure timely approval and authorization of services. Coordinate employer enrollment paperwork with counselors and other agencies.
• Prompt outreach of referrals for participant-directed services.
• Work closely with internal and external stakeholders to expedite enrollment processes and ensure providers receive timely payments.
• Document and report instances where individuals face challenges with self-direction as well as weekly follow-up on their enrollment status.
• Communicate any corrections to referrals with case management or service providers.
• TRAVEL REQUIRED

Skills and Qualifications:

• Strong understanding of tax and program enrollment requirements.
• Good verbal and written communication skills required.
• Must possess solid skills with email, Internet, and Microsoft Office, including the use of word processing, spreadsheets, and file maintenance programs.
• Must possess strong organizational and problem-solving skills, including the ability to analyze information, pay attention to detail, take initiative to follow up on transactions, and make decisions about information.
• Excellent interpersonal and communication skills.
• Must be willing to work Monday through Friday, 8:00 am-5:00 pm or additional time, if necessary, to complete duties and responsibilities.
• Must be a self-starter and extremely independent.
• Must have the ability to prioritize tasks and meet deadlines with minimal oversight.
• A valid driver’s license and access to a motor vehicle required for travel.
• Must have a strong ability to analyze processes, enhance them, and provide suggestions.

Education and Experience:

• A minimum of a high school diploma and three (2) years of relevant experience in an office setting preferred.
• Experience with the processing of enrollment documents preferred.
• Experience in roles that involve direct interaction with members or program participants.
• Bachelor’s Degree preferred; experience can be considered in place of a degree.

Join Us

• This position is remote/work-from-home role. Enjoy the convenience of working from home and maximize your time by unplugging at the end of your workday.

• Company benefits designed for you:

• Generous Paid time off.
• Annual bonus potential.
• Retirement Savings: We will support you as you save for your future.
• Career Growth Opportunities: We help you thrive, so together, we can grow. We provide opportunities to advance your career with a vast portfolio of businesses and a global footprint.
• Paid Training: Earn while you learn and continue to grow with access to internal and external learning opportunities.
• Great Work Environment: We are proud of our company culture of collaboration and the recognition we have received for our diversity efforts.

Benefits package:

• Employer shared Health Insurance cost
• Employer paid Disability Insurance
• Employer paid Life and AD&D Insurance
• Vision Insurance
• Cancer Insurance
• Voluntary Life Insurance
• Paid Time Off
• Remote work environment
• Paid holidays

When you join Palco, you are engaged in creating the future - both our company’s, the people we serve, and your own. We understand that our success is directly related to the success of our team. We strive to create a culture where you can:

• Bring your authentic self to work.
• Grow and thrive, both personally and professionally.
• Make a difference with our clients, in our communities, and with the millions of people we support.
• Experience work/life balance.
• Feel value and a greater purpose through the work you do.

Palco, Inc. is an Equal Employment Opportunity (EEO) employer and does not discriminate in any employer/employee relations based on race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.