Client Outreach Onboarding Coordinator

Overview

At Simply Insured we are on a mission to eliminate fear in health insurance.

Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible.

We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships, including Net Suite, Toast, and Square, we are growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone.

We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital.

As a Client Outreach Coordinator you will work with our Client Operations team to ensure all of Simply Insured s customers are properly submitted and enrolled with their requested Insurance Carrier and the Simply Insured platform. This role is integral to providing outstanding service to our customers and ensuring a smooth onboarding process.

• 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

• 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

Remote