Insurance Carrier Onboarding Specialist

SimplyInsured; United States; On-site; USD 19,000 - 25,000; Full time

Benefits offered by this job

Take what you need time off

Medical, Dental & Vision insurance (em

Job summary

SimplyInsured in the United States is seeking a Client Operations Coordinator to join the Client Onboarding team and work with insurance carriers to ensure customers are properly submitted and enrolled in their requested plans.

You will submit documentation, handle eligibility questions, and ensure accurate enrollment while coordinating with internal teams to deliver a smooth, customer-centric onboarding experience.

Qualifications

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

Responsibilities

• Assist the Client Onboarding team with submitting all required documentation to Insurance Carriers.
• Work to resolve any eligibility concerns with the carrier.
• Ensure customers are properly enrolled on the SimplyInsured platform.
• Utilize phone, text, and email to proactively reach out to Insurance carriers to move onboarding faster.
• Partner with internal teams in revenue operations and support to deliver a high-satisfaction customer experience.

Skills

Customer service

Organization

Communication

CRM software

High-volume task handling

Team collaboration

Tools

CRM software

Job description

SimplyInsured in the United States is seeking a Client Operations Coordinator to join the Client Onboarding team and work with insurance carriers to ensure customers are properly submitted and enrolled in their requested plans.

You will submit documentation, handle eligibility questions, and ensure accurate enrollment while coordinating with internal teams to deliver a smooth, customer-centric onboarding experience.