[Remote] Client Outreach Coordinator at SimplyInsured

Remote

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Not SpecifiedCompensation

N/AExperience Level

N/AJob Type

Not SpecifiedVisa

N/AIndustries

Requirements

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
Familiarity working with support ticketing and/or support CRM software tools
Fantastic oral and written communication skills
Strong desire to help businesses maximize their healthcare

Responsibilities

Support the onboarding process of new groups from application through to successful enrollment
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

Skills

SimplyInsured

Simplifies health insurance for small businesses

About SimplyInsured

SimplyInsured helps small businesses purchase health insurance by providing an online platform that streamlines the application process. Clients can receive instant quotes and complete applications in under 10 minutes, with easy integration into major payroll systems for managing employee deductions. The company earns commissions from insurance carriers, ensuring its interests align with those of its clients. SimplyInsured aims to offer efficient solutions and exceptional customer support to assist SMEs in navigating health insurance.

San Francisco, CaliforniaHeadquarters

2012Year Founded

$8.3MTotal Funding

SERIES_ACompany Stage

Fintech, HealthcareIndustries

11-50Employees

Benefits

Medical, dental, vision coverage

Stock options

Competitive salaries

Unlimited vacation

Casual work environment

Remote work opportunity

Company events

Flexible work schedule

Great tech equipment

Fun annual work anniversary perks

Risks

Competition from platforms like Gusto and Zenefits could erode market share.

Direct-to-consumer platforms may reduce demand for SimplyInsured's broker services.

Economic downturns could lead small businesses to cut back on employee benefits.

Differentiation

SimplyInsured simplifies health insurance with a user-friendly online platform for SMEs.

The company offers instant quotes and seamless payroll integration for easy management.

Exceptional customer support and advocacy set SimplyInsured apart in the insurance market.

Upsides

Increased demand for digital health solutions boosts SimplyInsured's digital-first approach.

Partnership with QuickBooks Payroll aligns with the trend of bundled HR services.

Regulatory changes favoring transparency align with SimplyInsured's mission to simplify costs.

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