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Employer Benefits Account Coordinator

External
si logoSi · Worldwide
Full-timeRemote1mo ago
Salesforce
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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

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
  • Previous experience with Salesforce a plus!
  • Fantastic oral and written communication skills
  • Strong desire to help businesses maximize their healthcare

Benefits

Generous stock option packagesHourly pay plus a quarterly performance bonus opportunity of $625"Take what you need" time off plan100% Medical, Dental, and Vision Insurance coverage options for employees and dependents401kFully remote environmentFlexible schedule options between the hours of 7am-6pm CST Monday-Friday.A values-based culture that invests in employee successThe base salary range for this position is $16 for those who are unlicensed and $17 once you are licensed or if you already have your Life and Health insurance license.Our Culture: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.#LI-RemoteHealth insuranceDental insuranceVision insurance401(k)Remote work optionsFlexible scheduleEquity / stock optionsPerformance bonus

Additional Information

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 Manager, 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.

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