Field Service Rep (Enrollments) at GT Independence in McMinnville, OR

Field Service Rep (Enrollments)

GT Independence is a family-founded, leading national Financial Management Services (FMS) provider that supports individuals participating in self-direction programs, helping them manage their long-term care and support services at home and in community-based settings. Dedicated to promoting personal choice, independence, and quality of life, GT Independence delivers reliable, person-centered financial and administrative services that empower individuals to direct their own care. With a growing national presence, the organization continues to expand its impact through innovation, service excellence, and a strong commitment to the people and communities it serves.

The Field Service Rep (Enrollment Specialist) conducts face-to-face and virtual enrollments to consumers who will receive financial management services that support them in the self-direction model of care and serves as an advocate and promoter of self-direction by educating consumers and facilitating the consumer’s understanding of self-direction.

Responsibilities

• Conducts the enrollment process with the person served and their circle of support (i.e., families, guardians) in a timely manner.
• Ensures enrollment documents are complete and accurate.
• Recommends improvements to internal process/systems to prevent future issues and to enhance service experience.
• Maintains confidentiality and HIPAA compliance.
• Performs external outreach to community partners, referral sources, and stakeholders to support enrollment growth and enhance service accessibility.

Qualifications

• 1 year of experience in a related field
• Associate degree or Bachelor’s Degree in Business, or Human Services/Social Work, or Marketing/Communication is preferred.
• Will consider candidates with experience relevant to the position.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, and terminology.

As an organization focused on helping both the people we serve and our employees succeed, we foster a culture where individuals can grow, thrive, and make a meaningful difference every day. Join us in our mission: "To help people live a life of their choosing regardless of age or ability."

GT Independence is an equal opportunity/affirmative action employer. All qualified applicants will be considered without regard to age, race,
color, sex, religion, nation origin, marital status, ancestry, hairstyle, citizenship, veteran status, sexual orientation or preference, or physical or
mental disability.