[Remote] Client Outreach/Onboarding Coordinator at SimplyInsured

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Health Insurance, InsurtechIndustries

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
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

Key technologies and capabilities for this role

Customer ServiceSalesOnboardingSalesforcePhone SupportEmail CommunicationText CommunicationInsurance EnrollmentLife and Health Insurance License

Questions & Answers

Common questions about this position

What is the salary range for the Client Outreach/Onboarding Coordinator position?

The base salary is $16 per hour for those who are unlicensed and $17 per hour once licensed or if already holding a Life and Health insurance license.

What benefits does SimplyInsured offer?

Benefits include generous stock option packages, competitive compensation, “Take what you need” time off plan, 100% Medical, Dental, and Vision Insurance coverage, FSA plan, and 401k.

Is this position remote or does it require office work?

This information is not specified in the job description.

What skills and experience are required for this role?

Requirements include 1-2 years of experience in customer service or sales, a Life and Health Insurance license or ability to obtain one within 3 months, strong communication skills, multitasking ability, and familiarity with support CRM tools like Salesforce.

What is the company culture like at SimplyInsured?

The culture values radical transparency, feedback, bias to action, growth, and an obligation to dissent, with every opinion respected, high standards, and unity driven by diverse backgrounds.

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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