Remote Client Outreach Onboarding Coordinator - Health Insurance

About the Role

We're hiring a Remote Client Outreach Onboarding Coordinator to join our team at SimplyInsured. As a Client Outreach Coordinator, you will play a crucial role in ensuring that our customers experience a seamless onboarding process. This position is essential for supporting small business owners in navigating the complexities of health insurance, making it less daunting and more accessible.

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 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.

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 with strong customer empathy and focus.

Nice to Have

• Experience with Salesforce or similar CRM tools.
• Familiarity with health insurance products and services.
• Strong communication skills, both written and verbal.

What We Offer

• Competitive salary ranging from $60,000 to $80,000 annually.
• Fully remote work environment, allowing you to work from anywhere.
• Opportunities for professional development and growth within the company.
• Health insurance benefits and wellness programs.
• A supportive team culture focused on collaboration and success.