Carrier Onboarding & Submissions Specialist

Standard Intelligence; San Francisco (CA); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Take what you need time off

Medical coverage

Dental coverage

Vision coverage

401k

Job summary

SimplyInsured is seeking a Client Operations Coordinator to support the onboarding of customers with their insurance carriers. You will work with carriers to resolve eligibility issues and ensure enrollment in the requested plans, coordinating with internal teams to speed up enrollment and improve the customer journey.

The role emphasizes proactive communication, task management, and collaboration with revenue operations to deliver a high-satisfaction experience for clients across our platform.

Qualifications

• 1-2 years of experience in an execution-based role (sales, operations, customer service).
• Passion for helping people, especially with health.
• Highly productive in completing a high volume of tasks.
• Fantastic organization skills.
• Familiarity with support ticketing and/or CRM tools.
• Excellent written and oral communication skills.

Responsibilities

• Assist the Client Onboarding team with submitting all required documentation to insurance carriers.
• Resolve eligibility concerns with carriers as needed.
• Ensure customers are properly enrolled on the SimplyInsured platform.
• Provide proactive outreach to insurance carriers via phone, text, and email to move onboarding faster.
• Partner with revenue operations and support for a smooth customer experience.

Skills

CRM software

Written communication

Oral communication

Organization

High volume work

Customer service

Job description

SimplyInsured is seeking a Client Operations Coordinator to support the onboarding of customers with their insurance carriers. You will work with carriers to resolve eligibility issues and ensure enrollment in the requested plans, coordinating with internal teams to speed up enrollment and improve the customer journey.

The role emphasizes proactive communication, task management, and collaboration with revenue operations to deliver a high-satisfaction experience for clients across our platform.