Employer Benefits Account Coordinator

SimplyInsured
Anywhere
Workplace: RemoteFull timeUSD 16 - 17 hourlyFunction: Executive & General ManagementSkills: ["Customer empathy","Multitasking","Communication","Proactive problem-solving","High-volume execution"]

Own the customer onboarding and enrollment experience for SimplyInsured’s small business clients, coordinating submissions to the requested insurance carriers and the SimplyInsured platform. Manage new group setup end-to-end, support annual benefits renewals and carrier/coverage changes, and proactively resolve issues via phone, text, and email. Partner with revenue operations and support teams while maintaining accurate customer account records in Salesforce.

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FursaFursa
SimplyInsured
SimplyInsured
1 day 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: 6 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Own the customer onboarding and enrollment experience for SimplyInsured’s small business clients, coordinating submissions to the requested insurance carriers and the SimplyInsured platform. Manage new group setup end-to-end, support annual benefits renewals and carrier/coverage changes, and proactively resolve issues via phone, text, and email. Partner with revenue operations and support teams while maintaining accurate customer account records in Salesforce.
Location: Anywhere
Workplace: Remote
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Entry level

Key Responsibilities

  • •Support onboarding for new groups from application through successful enrollment.
  • •Handle customer annual benefits renewals and any coverage or carrier changes.
  • •Use phone, text, and email to provide proactive onboarding support and reconcile customer issues.
  • •Collaborate with internal revenue operations and support teams to maintain a smooth, high-satisfaction experience.
  • •Maintain detailed notes and records in Salesforce for customer accounts and interactions.

Pay and Benefits

Salary: USD 16 - 17 hourly
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kRemote Work

Key Requirements

  • •1-2 years of experience in customer service or sales.
  • •Life and Health Insurance license, or ability to obtain within 3 months of employment.
  • •Strong customer empathy and a positive, optimistic attitude.
  • •Ability to work efficiently in a high-volume, multi-channel environment.
  • •Excellent oral and written communication skills; prior Salesforce experience is a plus.
Skills:Customer empathyMultitaskingCommunicationProactive problem-solvingHigh-volume execution
Licenses:Life and Health Insurance license
Languages:English
Tech Stack:SalesforcePhoneTextEmailCST

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
WebsiteLinkedIn