Client Outreach/Onboarding Coordinator

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. 

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. 

• →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 
• Highly productive with good multitasking skills
• Able to work in a high-volume work across channels and tasks 
• Previous experience with Salesforce a plus! 
• Fantastic oral and written communication skills
• Strong desire to help businesses maximize their healthcare

We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we're driven by the diversity in our backgrounds, and unified by 100% alignment on our mission. Research shows that candidates from underrepresented backgrounds often don't apply for roles if they don't meet all the criteria. We strongly encourage you to apply if you're interested; we'd love to learn how you can amplify our team with your unique experience!

We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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