Certified Enrollment Counselor

    • Job Tracking ID: 512365-616667
    • Job Location: Petaluma, CA
    • Job Level: Entry Level (less than 2 years)
    • Level of Education: High School/GED
    • Job Type: Full-Time/Regular
    • Date Updated: April 13, 2018
    • Years of Experience: Up to 2 Years
    • Starting Date: ASAP
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Job Description:

The Petaluma Health Center’s mission is to provide high quality health care, with access for all, in Southern Sonoma County. The Center accomplishes this mission through collaborative, innovative programs, services and referral resources that meet the economic needs of the entire community.

The Petaluma Health Center is an eight-time award winner in the North Bay Business Journal’s Best Places to Work for 2017, 2016, 2015, 2014, 2013, 2012, 2011 and 2009 and we were named as one of '2015 Healthiest Companies in the North Bay' by the North Bay Business Journal.

We are a Federally Qualified Health Center (FQHC) that provides primary medical care and mental health services to residents of Petaluma, Rohnert Park, Cotati, Penngrove and surrounding areas. We are organized as a private, non-profit corporation and governed by a consumer and community led Board of Directors.

Position Title: Certified Enrollment Counselor

The Certified Enrollment Counselor is responsible for facilitating access to quality health care, insurance and education to all members of the southern Sonoma County community, with focus on the underinsured and underserved.

Areas of Responsibility:


  • Maximize the number of patients insured by Medi-Cal, Medicare, CMSP, Path2Health, Healthy families, Sliding Scale, Healthy Kids, Kaiser Permanente CHP, CCS and Partnership Health Plan, Cal-Fresh
  • Access and address barriers to care, real or perceived, to signing up for Medi-Cal, CMSP, Path2Health, Sliding Scale, CCS, Cal-Fresh Healthy Kids, and Partnership Health Plan for our patients
  • Determine which patients may be eligible for safe funded insurance programs and follow up with personal contact
  • Attend community events and seminars to provide information on various state funded insurance plans and programs, as well as health education meetings
  • Build and retain networks with other community agencies and outreach workers

Case Management:

  • Case management of difficult or urgent cases
  • Contact HSD for applications status or expedite cases
  • Assist applicants in properly completing the applications using Covered CA and or Benefits Calwin
  • Review and explain the documents that are required with the application
  • Refer applicants, when necessary, to the county Department of Social Services if they need more assistance with complex issues or other programs


  • Assist applicants in properly completing the applications using Covered CA and or Benefits Calwin
  • Review and explain the documents that are required with the application
  • Ensure the confidentiality of all applications, records, and any information received in written, oral, or other forms
  • Answer phone calls and questions pertaining to the application or other issues and refer applicants to the proper department or resource agency
  • Assist applicants, using the county income guidelines estimating their monthly premiums if the children appear to qualify for Medi-Cal
  • Follow application storage guidelines of Petaluma Health Center and Covered CA
  • Data entry of all applications or encounters with patients in Oasis Insight
  • Perform other duties as assigned by the Practice Manager

Experience and Skills:

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.


  • High school diploma or equivalent
  • Associates degree preferred
  • Two or more years’ experience in a related public health field
  • Experience in working with community organizations and volunteers
  • Two or more years customer service experience

Desired Skills:

  • Excellent communication skills, both written and verbal
  • Experience with sensitivity to the needs of a multi-cultural population from a variety of income levels
  • Team player

Licenses and Certifications:

  • Certified Enrollment Counselor (CEC) Certificate, or be eligible to take the Covered CA Certified Enrollment Counselor exam and pass the exam within 60 days of hire date

Language Skills: Bilingual in English and Spanish, both written and verbal preferred.

Mathematical Skills: Ability to add, subtract, multiply, divide in all units of measure, using whole numbers, common fractions and decimals.

Reasoning Ability: Ability to recognize problems, collect data and establish facts.

Computer Skills: Proficient in MS Office (Word, Excel and Outlook), electronic medical records and use of a web browser.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Movement within health center complex environment repeatedly throughout the day
  • Ability to write by hand, use phone, use computer keyboard and mouse extensively to perform general office functions
  • Manual wrist and finger dexterity and wrist-finger speed sufficient to perform repetitive actions for extended periods of time
  • Repetitive motion with word processing and data entry
  • Heavy phone use
  • Ability to effectively communicate by hearing continuously and speech in a manner which can be understood by a diverse population
  • Ability to give and follow verbal and written instructions with attention to detail and accuracy
  • Must have visual acuity near and far (20 inches to 20 feet), depth perception, field of vision, ability to focus on an object, ability to identify and distinguish colors
  • Ability to sit or stand for extended periods of time (minimum periods of one (1) hour at a time)
  • Ability to frequently walk, bend, squat, stoop, kneel, twist, crouch, and climb with the use of a step stool
  • Ability to grasp, hold and pick up and reach with hands and arms
  • Ability to frequently lift and or move up to fifteen (15) pounds
  • Ability to occasionally lift and carry up to twenty-five (25) pounds (periodic lifting of supplies or equipment)
  • Ability to coordinate multiple tasks simultaneously
  • Ability to travel to and from other health center sites and community locations

For more information about us, please visit us at www.phealthcenter.org.

Petaluma Health Center is an equal opportunity employer.

Please apply directly through our career page at www.phealthcenter.org.