Client Outreach/Onboarding Coordinator

SimplyInsured; United States; On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Stock options

Quarterly bonus $625

Remote work

Medical, dental, and vision insurance

401k

Flexible schedule

Job summary

SimplyInsured is hiring a Client Outreach Coordinator to support our Client Operations team in submitting and enrolling customers with their requested Insurance Carrier on the SimplyInsured platform.

You will guide groups from application to enrollment, handle annual renewals, and ensure a high-satisfaction onboarding experience across phone, text, and email channels. This role is fully remote and rewards a proactive, empathetic communicator with Salesforce experience.

Qualifications

• 1–2 years of experience in customer service or sales role.
• Life and Health Insurance license or the ability to obtain one within 3 months of employment.
• Positive and optimistic personality with strong customer empathy.
• Highly productive with good multitasking skills.
• Able to work in high-volume across channels and tasks.
• Fantastic 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 smooth customer experience.
• Keep detailed notes in Salesforce regarding customer accounts and interactions.

Skills

Customer service

Sales experience

Insurance license

Multitasking

Communication

Salesforce

Tools

Salesforce

Job description

At SimplyInsured we are on a mission to eliminate fear in health insurance.

Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible.

We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships, including NetSuite, Toast, and Square, we're growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone. We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital.

Job Summary

As a Client Outreach Coordinator you will work with our Client Operations team to ensure all of SimplyInsured’s customers are properly submitted and enrolled with their requested Insurance Carrier and the SimplyInsured platform. This role is integral to providing outstanding service to our customers and ensuring a smooth onboarding process.

What you’ll do

• 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

What you’ll bring

• 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
• Previous experience with Salesforce a plus!
• Fantastic oral and written communication skills
• Strong desire to help businesses maximize their healthcare

What we offer

• 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.
• A values-based culture that invests in employee success

Compensation

The base salary range for this position is $16 for those who are unlicensed and $17 once you are licensed or if you already have your Life and Health insurance license.

Our Culture

We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we're driven by the diversity in our backgrounds, and unified by 100% alignment on our mission.Research shows that candidates from underrepresented backgrounds often don't apply for roles if they don't meet all the criteria. We strongly encourage you to apply if you're interested; we'd love to learn how you can amplify our team with your unique experience!

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in SimplyInsured’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

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