Remote Benefits Enrollment & Client Onboarding Coordinator

SimplyInsured; United States; Remote; USD 22,041 - 23,419; Full time

Benefits offered by this job

Stock options

Quarterly performance bonus

Medical, Dental, and Vision Insurance

401k

Flexible work hours

Generous leave policies

Job summary

SimplyInsured is seeking a Client Outreach Manager to ensure customer onboarding and enrollment with our platform. You will support new groups and assist with annual benefits renewal processes.

The ideal candidate has 1-2 years in customer service or sales, is licensed or can obtain a Life and Health Insurance license, and possesses excellent communication skills. This fully remote role offers competitive pay, bonuses, and a flexible schedule.

Qualifications

• 1-2 years of experience in customer service or sales role.
• Ability to obtain a Life and Health Insurance license within 3 months.
• Positive and optimistic personality with strong customer empathy.

Responsibilities

• Support the onboarding process of new groups.
• Work with customers on annual benefits renewal.
• Utilize phone, text, and email for proactive support.

Skills

Customer service

Sales experience

Multitasking

Communication skills

Education

Life and Health Insurance license

Tools

Salesforce

Job description

SimplyInsured is seeking a Client Outreach Manager to ensure customer onboarding and enrollment with our platform. You will support new groups and assist with annual benefits renewal processes.

The ideal candidate has 1-2 years in customer service or sales, is licensed or can obtain a Life and Health Insurance license, and possesses excellent communication skills. This fully remote role offers competitive pay, bonuses, and a flexible schedule.