Benefits Onboarding Specialist - Remote & Flexible Schedule

SimplyInsured, Inc.; United States; Remote; USD 42,000 - 56,000; Full time

Benefits offered by this job

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

Job summary

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.

Responsibilities

• 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.

Skills

Customer service

Sales

Communication

Multitasking

Education

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

Tools

Salesforce

Job description

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.