Benefits Account Coordinator

SimplyInsured; United States; À distance; USD 42 000 - 56 000; Plein temps

Avantages offerts par ce poste

Generous stock option packages

Quarterly performance bonus of $625

Take what you need time off plan

100% Medical, Dental, and Vision for员工

401k

Fully remote environment

Flexible schedule 7am–6pm CST Mon–Fri

Résumé du poste

SimplyInsured, Inc. is hiring to support onboarding of new groups from application to enrollment. You will work with customers on annual benefits renewals and carrier changes, using phone, text, and email to ensure a smooth onboarding experience.

Ideal candidates have 1–2 years in customer service or sales, a life/health license or ability to obtain one in 3 months, and strong communication skills. This is a fully remote role with flexible CST hours and comprehensive benefits.

Qualifications

• 1-2 years of experience in customer service or sales.
• Life and Health Insurance license or ability to obtain one within 3 months.
• Strong customer empathy and focus.
• Ability to multitask in a high-volume environment.
• Excellent oral and written communication skills.

Responsabilités

• Support the onboarding process of new groups from application through enrollment.
• Assist customers with annual benefits renewal and carrier changes.
• Provide proactive onboarding support via phone, text, and email and reconcile issues.
• Collaborate with revenue operations and support teams for a high-satisfaction experience.
• Maintain detailed notes in Salesforce regarding customer accounts and interactions.

Connaissances

Customer service

Sales

Communication

Multitasking

Formation

Life and Health Insurance license or ability to obtain one within 3 months

Outils

Salesforce

Description du poste

About the Company

SimplyInsured is on a mission to eliminate fear in health insurance by making the process transparent and accessible for small business owners. Backed by top-tier investors and Y-Combinator, we are disrupting the insurance industry through major partnerships and a commitment to customer clarity.

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
• Keep detailed notes and records in Salesforce regarding customer accounts and interactions

Requirements

• 1-2 years of experience in customer service or sales
• Life and Health Insurance license or ability to obtain one within 3 months
• Strong customer empathy and focus
• Ability to multitask in a high-volume environment
• Excellent oral and written communication skills

Preferred Qualifications

• Previous experience with Salesforce

Benefits

• Generous stock option packages
• 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 7am-6pm CST Monday-Friday