Workplace Type: Onsite
Employment Type: FT
Job Location: Barberton, OH
JOB SUMMARY
The Group Success Consultant plays a key role in optimizing the Group Enrollment process at Christian Healthcare Ministries (CHM), supporting the Group Enrollment Advisor team. This role will be involved from initial prospect identification through the closing enrollment stage, supporting and communicating all administrative steps to ensure the administrative closure of the enrollment is completed with excellence.
This position is highly relational (both external and internal) and process-driven, supporting group administrators through the enrollment journey with clarity, empathy, and professionalism. The consultant ensures that no detail falls through the cracks, serving as a strategic connection point between sales, underwriting, medical review, and member support teams.
The Group Success Consultant collaborates with CHM’s Group Admin Specialist—a dedicated team member focused on retention and long-term support, helping to set the tone for a strong and lasting partnership.
This role will assist in organizing and preparing lead opportunities in support of the sales team. This includes researching prospective groups, gathering organizational insights, and helping create or distribute CHM marketing materials to support lead development strategies—focusing on warm lead generation and strategic outreach rather than cold calling. This supports CHM’s mission to expand its impact through thoughtful, relationship-based engagement with ministries and organizations.
They will report to and work closely with the Group Enrollment and Development Manager to ensure alignment in all areas of group onboarding, enrollment, and lead development efforts, supporting both operational excellence and strategic growth initiatives.
PRIMARY RESPONSIBILITIES
Group Onboarding & Coordination
- Serve as a point of contact for group administrators through closure of enrollment process.
- Guide groups through the onboarding process, providing clear, timely communication and a high-touch service experience.
- Oversee the administrative steps needed to finalize enrollment.
- Coordinate with internal teams to ensure that enrollment progresses smoothly and nothing is overlooked.
- Identify and resolve potential delays before they impact timelines, ensuring each group begins their membership with confidence.
Medical Review Process Oversight
- Support where needed the collection and submission of medical history forms and other documentation.
- Monitor progress and stay informed of key updates by working closely with CHM’s Group Admin Specialist.
- Ensure all interactions during onboarding align with CHM’s standards of privacy, compassion, and excellence.
Relationship & Experience Management
- Build trusted relationships with group administrators by offering proactive communication, helpful resources, and a consistent presence.
- Celebrate key onboarding milestones and ensure groups feel cared for every step of the way.
- Create a professional, service-minded experience that reflects the mission and heart of CHM.
Sales Support & Retention
- Act as a champion for sales follow-through, ensuring each enrollment is completed thoroughly and accurately.
- Serve as the connection between the sales team and member support, facilitating a smooth and well-timed handoff that sets the stage for retention and long-term success.
- Reinforce the value of CHM’s healthcare sharing model and help group administrators feel confident in their decision.
- Share feedback from onboarding experiences with the sales team to improve future outreach and service.
- Assist in organizing and preparing lead opportunities to support the sales team, including researching prospective groups, gathering organizational insights, and supporting the creation and distribution of marketing materials to help expand warm lead generation efforts.
Core Competencies & Skills
- Sales-aware presence that reinforces value through every touchpoint
- Customer-first mindset with a passion for exceptional service
- Process-oriented thinker who can keep timelines and details in sync
- Compelling communicator who instills confidence and clarity
- Flexible and adaptive under pressure or shifting group needs
Education, Experience, and Skills Required
- Associate or bachelor’s degree preferred, especially in Business, Communications, Marketing, or a related field.
- 1-2 years of experience in outside sales and/or sales support, group enrollment, business development, or account management, preferably in healthcare, benefits, or nonprofit services.
- Knowledge of Christian Healthcare Ministries’ model and guidelines is a plus.
- Previous experience working with HR professionals, executive leadership, and/or church or nonprofit organizations preferred.
- Strong writing and verbal communication skills, including email and phone etiquette.
- Must be self-motivated, detail-oriented, and committed to the mission of CHM.
Qualifications
- Excellent communication and relational skills verbally, written, and interpersonal.
- Highly organized and able to manage multiple group pipelines simultaneously.
- Familiarity with CRM tools (e.g., Salesforce, HubSpot), Microsoft Office, and basic data tracking/reporting.
- Ability to solve problem with tact, empathy, and professionalism.
- Heart for ministry and mission-driven work, especially within Christian or nonprofit contexts.
- Prior experience in healthcare, insurance, or health sharing is a strong plus.
This job description outlines the general nature and key responsibilities of the role. Duties may change as CHM continues to grow and innovate. Candidates should be prepared to serve flexibly and collaboratively in a team environment.