SimplyInsured · 5 hours ago
Client Outreach/Onboarding Coordinator
United States
Full-time
Remote
Entry Level
$16/hr - $17/hr
1+ years expSimplyInsured is on a mission to eliminate fear in health insurance, specifically aiding small business owners in navigating their insurance needs. The Client Outreach Coordinator will support the onboarding process and ensure customers are successfully enrolled with their insurance carriers, while providing outstanding service throughout the process.
Health CareInsurance
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
Qualification
Required
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
Preferred
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.
Company
SimplyInsured
SimplyInsured allows you to estimate your real Out-of-Pocket costs when purchasing health insurance.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$8.4MKey Investors
Polaris Partners
2015-06-30Series A· $5.9M
2015-04-20Seed· $1.75M
2013-10-02Seed· $0.75M
Leadership Team
David Bai
Co-Founder / Chief Technology Officer
Recent News
2024-01-28
Company data provided by crunchbase