Client Coordinator

WeShare Health; Orange (CA); On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Competitive Hourly + Bonus

Health, Dental, Vision, 403(b) and Tot

Total Rewards

Great culture with founders and key-st

Job summary

WeShare Health, a nonprofit healthcare sharing organization, is hiring for a Customer Success role in Orange, CA. You will onboard new members, explain available healthy discount programs, and resolve payment declines while coordinating with sales and marketing teams to align efforts.

You will manage member records, provide empathetic support, and conduct regular check-ins to drive satisfaction and retention in a fast-paced, mission-driven environment.

Qualifications

• 1+ years of experience in customer success or related role.
• 1+ years of experience using CRM software (e.g. Salesforce).
• 1+ years of experience working with sales and marketing teams.
• Able to work in the Orange, CA office location.

Responsibilities

• Onboard new customers and ensure a smooth onboarding process.
• Educate customers about healthy discount programs and assist utilization.
• Address payment declines and update payment information as needed.
• Assist customers with program changes, upgrades, or downgrades.
• Manage and maintain customer medical records with confidentiality.
• Provide prompt and empathetic customer support.
• Conduct regular check-in calls to assess satisfaction and gather feedback.
• Collaborate with member services to resolve issues.

Skills

Customer success

CRM (Salesforce)

Sales/Marketing alignment

Communication skills

Empathy

Tools

Salesforce

Job description

Healthcare is increasingly unaffordable for many Americans. Most people believe they have two choices: increasingly expensive, restrictive employer insurance, or an ACA plan that keeps getting pricier. Many don't know there's a third, smarter option.

WeShare Health is that option.

WeShare Health’s mission is to make healthcare simpler, more affordable, and more human. We're a nonprofit, faith-inspired healthcare sharing organization where members contribute monthly to share one another's eligible medical expenses. We're proudly not insurance, and that's the point.

Members access a national network of 1 million physicians at 30 to 60 percent less than comparable traditional insurance. Since 2018, WeShare Health has served more than 100,000 members and shared more than $50 million in medical expenses. Our purpose is clear: people before profit.

WeShare Health is led by senior executives with deep experience across for-profit and nonprofit enterprises. We’re rated 4.6 out of 5 on Google Reviews, rated 4.7 on Trustpilot by members and certified as a Great Place To Work® by our employees. If you have a bias for action, enjoy challenges, and want to challenge the status quo to make an impact in a massive industry, WeShare Health might be the place for you!

Key Responsibilities

• Onboarding : Welcome new customers and ensure a smooth onboarding process, providing them with all necessary information and resources to get started.
• Healthy Discount: Educate customers about available healthy discount programs and assist them in utilizing these benefits.
• Payment Declines: Proactively address payment declines, work with customers to resolve payment issues, and update payment information as needed.
• Program Changes: Assist customers in making program changes, upgrades, or downgrades as per their needs and preferences.
• Medical Records: Manage and maintain customer medical records, ensuring accuracy and confidentiality.
• Customer Support: Provide prompt and effective customer support, addressing inquiries, concerns, and feedback with professionalism and empathy.
• Check-In Calls : Conduct regular check-in calls with customers to assess their satisfaction, gather feedback, and identify opportunities for improvement.
• Member Services Liaison: Collaborate with the member services team to ensure seamless communication and issue resolution for customers.

Please Note:

This job description is intended to provide a general overview of the responsibilities and requirements of the role. As our company continues to grow and evolve, the responsibilities of this position may change and expand. We are looking for candidates who are adaptable and open to taking on new challenges and opportunities as they arise.

Required Qualifications

• 1+ years of customer success, customer service, or related experience.
• 1+ years of experience using customer relationship management (CRM) software (e.g. Salesforce).
• 1+ years of experience working in alignment with sales and marketing teams.
• Able to work in our Orange, CA office location.

Preferred Qualifications

• Excellent communication and high attention to detail.
• Ability to empathize with customers and resolve issues effectively.
• Strong analytical and problem-solving skills.
• A self-starter with initiative and passion for helping people while focusing on clients’ needs.

What We Offer

• Competitive Hourly + Bonus
• Health, Dental, Vision, 403(b) and Total Rewards
• Ability to make important enhancements to the Healthcare industry.
• Great culture where you work with the founders and key stakeholders in a relaxed, but innovative atmosphere.

UHSM is an Equal Opportunity Employer. Our business is fast-paced and will continue to evolve. As such, the duties and responsibilities of this role may be changed as directed by the Company at any time to promote and support our business needs. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, protected veteran status, or any other basis protected by applicable law and will not be discriminated against on the basis of disability.