SimplyInsured

1 month ago

Employer Benefits Account Coordinator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Client-ready onboarding coordinator supporting group onboarding, renewals, and carrier changes; collaborates with Revenue Ops, maintains Salesforce records, and ensures a smooth, high-quality experience for SimplyInsured’s customers.

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Entry level

Key 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

Pay and Benefits

Perks:Remote Work401kHealth InsuranceDentalVisionEquityAnnual Bonus

Key Requirements

•1-2 years of experience in customer service or sales role
•Life and Health Insurance license or ability to obtain within 3 months
•Positive, optimistic personality with strong customer empathy
•High productivity with good multitasking skills
•Able to work in a high-volume, multi-channel environment

Experience:1-2 years

Skills:CommunicationEmpathyMultitaskingCustomer serviceTeamwork

Certifications:Life and Health Insurance license

Languages:English

Tech Stack:Salesforce

Company Brief

SimplyInsured

Operates an online marketplace and benefits platform that helps small businesses and individuals compare, enroll in, and manage health insurance plans, streamlining quoting, enrollment, and administration for employers and brokers.

Industry: InsurTech

Headquarters: San Francisco, United States

Founded: 2014

Website LinkedIn

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SimplyInsured

1 month ago

Employer Benefits Account Coordinator

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: Anywhere

Workplace: Remote

Employment Type: Full time

Job Function: Executive & General Management

Seniority: Entry level

Key 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

Pay and Benefits

Perks:Remote Work401kHealth InsuranceDentalVisionEquityAnnual Bonus

Key Requirements

•1-2 years of experience in customer service or sales role
•Life and Health Insurance license or ability to obtain within 3 months
•Positive, optimistic personality with strong customer empathy
•High productivity with good multitasking skills
•Able to work in a high-volume, multi-channel environment

Experience:1-2 years

Skills:CommunicationEmpathyMultitaskingCustomer serviceTeamwork

Certifications:Life and Health Insurance license

Languages:English

Tech Stack:Salesforce

Company Brief

SimplyInsured

Industry: InsurTech

Headquarters: San Francisco, United States

Founded: 2014

Website LinkedIn