Remote Benefits Onboarding & Accounts Coordinator

Standard Intelligence; San Francisco (CA); On-site; USD 22,041 - 23,419; Full time

Benefits offered by this job

Generous stock option packages

Quarterly performance bonus opportunity

100% Medical, Dental, and Vision Insurance

401k

Flexible schedule options

Job summary

Standard Intelligence is looking for a Client Outreach Manager to join their fully remote team in California. In this role, you will ensure successful customer onboarding and facilitate enrollment with insurance carriers. Your strong customer service skills and experience will help create high-satisfaction experiences for our clients.

You will work closely with internal teams and keep detailed records in Salesforce. The position offers competitive hourly pay, stock options, and comprehensive health insurance.

Qualifications

• 1-2 years of experience in customer service or sales role.
• Positive and optimistic personality with strong customer empathy.
• Able to work in a high-volume environment.

Responsibilities

• Support the onboarding process of new groups.
• Work on annual benefits renewal process.
• Utilize various communication methods for proactive support.
• Maintain records in Salesforce regarding customer accounts.

Skills

Customer service

Sales experience

Communication skills

Multitasking

Salesforce experience

Education

Life and Health Insurance license

Job description

Standard Intelligence is looking for a Client Outreach Manager to join their fully remote team in California. In this role, you will ensure successful customer onboarding and facilitate enrollment with insurance carriers. Your strong customer service skills and experience will help create high-satisfaction experiences for our clients.

You will work closely with internal teams and keep detailed records in Salesforce. The position offers competitive hourly pay, stock options, and comprehensive health insurance.