[Remote] Client Outreach/Onboarding Coordinator
Note: The job is a remote job and is open to candidates in USA. SimplyInsured is on a mission to eliminate fear in health insurance, specifically working with small business owners. The Client Outreach Coordinator will support the onboarding process of new customers, ensuring they are properly enrolled with their requested Insurance Carrier and the SimplyInsured platform, while providing outstanding service throughout the process.
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
- 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
- Fantastic oral and written communication skills
- Strong desire to help businesses maximize their healthcare
- Previous experience with Salesforce a plus!
Benefits
- 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.
Company Overview