Remote Benefits Onboarding & Renewals Specialist

SimplyInsured, Inc.; United States; Remote; USD 22,000 - 23,000; Full time

Benefits offered by this job

Stock option packages

Quarterly bonus opportunity ($625)

Take what you need time off

Medical, Dental, Vision insurance for

401k

Fully remote environment

Flexible schedule 7am-6pm CST

Values-based culture

Job summary

SimplyInsured, Inc. is hiring a Client Outreach Manager to join the Client Operations team and ensure customers are properly submitted and enrolled with their insurance carrier and the SimplyInsured platform.

The role involves onboarding new groups, handling renewals, proactive outreach via phone, text and email, and collaborating with Revenue Operations to deliver a high‑satisfaction experience. Remote, with a flexible schedule; base pay starts at $16/hour if unlicensed and $17/hour with

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 and focus.
• Highly productive with good multitasking skills.
• Excellent oral and written communication skills.
• Previous experience with Salesforce a plus.

Responsibilities

• 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.

Skills

Customer service

Sales

Communication

Multitasking

Salesforce

Insurance license

Education

Life and Health Insurance license (or ability to obtain within 3 months)

Tools

Salesforce

Job description

SimplyInsured, Inc. is hiring a Client Outreach Manager to join the Client Operations team and ensure customers are properly submitted and enrolled with their insurance carrier and the SimplyInsured platform.

The role involves onboarding new groups, handling renewals, proactive outreach via phone, text and email, and collaborating with Revenue Operations to deliver a high‑satisfaction experience. Remote, with a flexible schedule; base pay starts at $16/hour if unlicensed and $17/hour with