Client Outreach Onboarding Coordinator
Role Overview
This junior-level role involves supporting the onboarding of new customer groups from application through enrollment, handling annual renewals and coverage changes, and using phone, text, and email for proactive support and issue resolution. As part of the Client Operations team, the coordinator ensures smooth processes and high customer satisfaction by collaborating with internal teams and maintaining detailed records in Salesforce.
Perks & Benefits
The job is fully remote, offering flexibility in work location, with typical remote job benefits like flexible hours and a supportive team environment. Career growth is implied through involvement in key processes and partnerships with major companies, fostering a culture focused on transparency and customer empathy in a fast-growing, disruptive industry.
Full Job Description
At SimplyInsured 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 NetSuite, Toast, and Square, we're 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. Job Summary: As a Client Outreach Coordinator you will work with our Client Operations team to ensure all of SimplyInsured's customers are properly submitted and enrolled with their requested Insurance Carrier and the SimplyInsured platform. This role is integral to providing outstanding service to our customers and ensuring a smooth onboarding process. What you'll do: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 changesUtilize 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 interactionsWhat you'll bring:1-2 years of experience in customer service or sales roleA 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 Please mention the word **TERRIFIC** and tag RODguMTk4Ljk5LjE0Mw== when applying to show you read the job post completely (#RODguMTk4Ljk5LjE0Mw==). This is a beta feature to avoid spam applicants. Companies can search these words to find applicants that read this and see they're human.
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