Enrollment Specialist Career Guide

Sample job description

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

Available certifications

If a company is looking for an enrollment specialist, they may want one of the following certifications. Keep in mind a certification is not required for this position, but depending on the location and employer these certifications may prove useful or be required:

• Certified Billing and Coding Specialist (CBCS). The Certified Billing and Coding Specialist certificate provides the certified with training and ensures that a basic understanding of data, billing, and coding is acquired. This certificate may come in handy for an enrollment specialist.
• Certified Enrollment Specialist (CES). One of the chief certifications for this position, the Certified Enrollment Specialist will learn the basic and advanced techniques used by an enrollment specialist. This is a professionally recognized credential that can provide immense benefit to an enrollment specialist.

• Provider Enrollment Specialist Certificate. The Provider Enrollment Specialist Certificate provides training for an enrollment specialist, specifically designed for the medical field. Although this certificate can be useful in any enrollment specialist position, it is uniquely designed to provide the most benefit and accuracy in the medical field.