Client Outreach/Onboarding Coordinator

Summary

SimplyInsured works to simplify health insurance for small business owners and their employees. The Client Outreach/Onboarding Coordinator supports customers from application through enrollment, manages renewals and coverage changes, resolves issues, and maintains customer records to ensure a smooth onboarding experience.

Responsibilities

• Support the onboarding process of new groups from application through to successful enrollment
• Work with customers on their annual benefits renewal process and any coverage or carrier changes
• Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers
• Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers
• Keep detailed notes/records in Salesforce regarding customer accounts and interactions

Skills

• • 1-2 years of experience in customer service or sales role
• • A Life and Health Insurance license or the ability to obtain one within 3 months of employment
• • Positive and optimistic personality and strong customer empathy and focus
• • Highly productive with good multitasking skills
• • Able to work in a high-volume work across channels and tasks
• • Fantastic oral and written communication skills
• • Strong desire to help businesses maximize their healthcare
• • Previous experience with Salesforce a plus!

Qualifications

Must Haves

• • 1-2 years of experience in customer service or sales role
• • A Life and Health Insurance license or the ability to obtain one within 3 months of employment
• • Positive and optimistic personality and strong customer empathy and focus
• • Highly productive with good multitasking skills
• • Able to work in a high-volume work across channels and tasks
• • Fantastic oral and written communication skills
• • Strong desire to help businesses maximize their healthcare

Nice to Haves

• • Previous experience with Salesforce a plus!

Benefits

• Generous stock option packages
• Hourly pay plus a quarterly performance bonus opportunity of $625
• “Take what you need” time off plan
• 100% Medical, Dental, and Vision Insurance coverage options for employees and dependents
• 401k
• Fully remote environment
• Flexible schedule options between the hours of 7am-6pm CST Monday-Friday.
• A values-based culture that invests in employee success