Source Job

US Unlimited PTO

  • Support the onboarding process of new groups from application through to successful enrollment.
  • Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers.
  • Partner with internal team members to ensure a smooth, high-satisfaction experience for customers.

Customer Service Sales Salesforce Communication

20 jobs similar to Client Outreach/Onboarding Coordinator

Jobs ranked by similarity.

US Canada

  • Coordinating and distributing benefit enrolment information and confirming eligibility
  • Responding to inquiries related to coverage options with a client-first approach
  • Preparing and explaining customized benefit plans using a structured needs-analysis process

AO Globe Life is the largest distribution system of Globe Life and American Income Division, operating across the United States and Canada. With a focus on customer needs, they promote professional growth and career opportunities, aiming to protect families.

US 3w PTO

  • Handle inbound calls and warm leads, consulting with customers on their insurance needs.
  • Match the correct coverages, products, and benefits to convert sales leads into policyholders.
  • Paid training in a remote work environment, including licensing if needed.

Liberty Mutual is a global insurance company. They are a Fortune 100 company that values hard work, integrity and commitment to making things better, and puts people first by offering benefits that support life and well-being.

$60,000–$95,000/yr
US Canada

  • Provide expert advice and support to clients regarding life insurance products.
  • Educate clients on the importance of life insurance and how it can benefit their families.
  • Maintain accurate records of client interactions and follow up on leads provided at no cost.

They appear to be in the life insurance industry, aiming to protect every child and serve all working people. The associates cover 60 territories in the US & Canada and values the experience and wisdom that retired seniors and those aged 50+ bring to their team.

$60,000–$60,000/yr
US

  • Make proactive sales calls to strengthen relationships and find selling opportunities.
  • Provide product education to representatives as an expert on product features and benefits.
  • Develop and execute a strategic business plan to maximize territory sales growth.

Protective helps protect customers against life's uncertainties by providing protection and peace of mind when they need it most. They have a broad benefits offering to aim to protect the wellbeing of their employees and their families.

US

  • As a Benefit Advisor, you assist Medicare-eligible participants nationwide in selecting insurance plans that meet their needs.
  • You will spend your day on phone conversations, exercising patience, establishing rapport, and showcasing your knowledge.
  • You must have an active Resident State Life and Health Insurance license to qualify for this role.

WTW operates in a highly regulated environment, maintaining a diverse working environment of dedicated associates, in an open call center layout. They utilize the latest in technology, and top of the line computer and telephony systems.

$40,000–$100,000/yr
US 2w PTO 14w maternity 8w paternity

  • Connect with potential customers to understand their needs and recommend tailored insurance solutions.
  • Consistently meet or exceed sales targets by building strong customer relationships.
  • Clearly communicate the value of Kin’s insurance products while addressing customer questions.

Kin is committed to making life simpler, more affordable, and better for homeowners, especially in areas facing climate risks and rising costs. They are a remote-first company founded in 2016 with Kinfolk across 35+ states, emphasizing growth, customer satisfaction, and long-term sustainability.

US Unlimited PTO

  • Help potential customers navigate our online shopping experience.
  • Resolve administrative and billing questions with urgency and clarity.
  • Use industry-leading support tools and CRMs to document interactions.

SimplyInsured aims to eliminate fear associated with health insurance. They empower small business owners by making health insurance transparent and accessible, supporting over 20,000 customers.

US

  • Receive inbound leads and initiate the agency appointment process.
  • Supplement the pipeline of agency appointments with outbound calls and email campaigns.
  • Cultivate relationships with potential agency partners by providing an overview of Openly.

Openly is rebuilding insurance from the ground up, re-envisioning and enhancing every aspect of the customer experience. They are a rapidly growing team of exceptional, curious, empathetic people with a wide range of skill sets, spanning technology, data science, product, marketing, sales, service, claims handling, finance, etc.

US

  • Make outbound calls to patients, members, and customers to schedule appointments, assess risk, and conduct surveys.
  • Provide empathetic support by explaining benefits and insurance information, helping patients make informed healthcare decisions.
  • Utilize strong computer and communication skills to adhere to daily schedules while maintaining patient privacy and security.

Carenet Health is a healthcare engagement company that integrates human touch with data-driven technology to improve healthcare experiences and outcomes. It is a sizable organization that fosters collaboration, creativity, and innovation, with an entrepreneurial culture focused on empowering growth through trust, opportunity, and accountability.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire Consultants is a third-party recruiter connecting individuals with opportunities in the financial services sector. They focus on remote, part-time roles with potential for significant earnings.

$26–$26/hr
US Unlimited PTO

  • Provide accurate assistance to support the administrative needs of Brokers and Admins across phone and email.
  • Assist with the administrative side of onboarding and system needs for new and renewing Sana plans.
  • Address and resolve complaints or problems, such as billing discrepancies and coverage denials.

Sana is a health plan solution built for small and midsize businesses designed around their integrated primary care service, Sana Care. They have been remote-first since day one, with a fully distributed team across the U.S., and value curiosity, ownership, and speed.

US

  • Resolve complex consumer issues and advise first-level representatives in a fast-paced environment.
  • Assist policy holders with billing questions, policy changes, and provide informed recommendations.
  • Collaborate effectively using strong communication and problem-solving skills to create a positive customer experience.

TP is a global digital business services company that helps top brands streamline their business sustainably. With over 500,000 employees in 300+ languages, it fosters a collaborative culture focused on employee growth and a positive work environment.

$48,000–$50,000/yr
US 2w PTO 14w maternity 8w paternity

  • Own high-volume customer interactions via phone, chat, and email, providing clear guidance on policies and payments.
  • Create, update, and process homeowners insurance policies, endorsements, payments, and refunds accurately and urgently.
  • Educate policyholders on coverage details and policy changes to help them make informed decisions about their homes.

Kin provides simpler, more affordable, and better homeowners insurance, focusing on areas with climate risks and outdated systems. With a remote-first approach, Kin has been recognized as a top workplace and is committed to building a meaningful work environment with real impact.

$35,250–$89,250/yr
Global

  • Work with the Global Operations regional managers to develop and oversee group benefit programs.
  • Coordinate benefit processing and create strong partnerships with the benefits broker and vendors.
  • Assist employees with benefits & compensation and evaluate & design new corporate benefit plans.

Remote is solving modern organizations’ biggest challenge – navigating global employment compliantly with ease. They make it possible for businesses of all sizes to recruit, pay, and manage international teams. With innovation as one of their core values, they have built Automation and AI capabilities into the requirements for every role.

$45,000–$75,000/yr
US 3w PTO

  • Engage with customers and guide them through the insurance comparison and switching process
  • Analyze customer insurance needs using a consultative and empathetic sales approach
  • Exceed monthly sales targets while maintaining accuracy and integrity of the products sold

Experian Insurance Services is reinventing the insurance broker model with technology, data, and human interaction. They're committed to building smart technology that saves our customers time, money, and unnecessary hassle and is a Great Place To Work™ in 24 countries, FORTUNE Best Companies to work and Glassdoor Best Places to Work.

US

  • Converse virtually with clients, weaving financial strategies that empower.
  • Cultivate client bonds that stand the test of time.
  • Ride the crest of industry trends, fortifying your knowledge.

Global Elite Empire Consultants is a third-party recruiter. They may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses, but final hiring decisions are ultimately made by humans.

Global

  • Converse virtually with clients to develop empowering financial strategies.
  • Build and maintain lasting client relationships over time.
  • Stay updated on industry trends to continuously enhance expertise.

It helps teams find candidates for financial services roles. They operate as a third-party recruiter focusing on remote positions.

$55,000–$55,000/yr
US Unlimited PTO

  • Provide guidance in health insurance and employer benefits across multiple channels.
  • Help new customers with onboarding and health plan selection.
  • Assist members with care journey issues, provider selection, and claims.

Sana is a health plan solution built for small and midsize businesses — designed around our integrated primary care service, Sana Care. It has been remote-first since day one, with a fully distributed team across the U.S.

US

  • Answer inbound patient phone calls to handle payments, insurance questions, and account management.
  • Learn and apply knowledge of insurance billing basics, including PPOs, HMOs, Medicare, and Workers Comp.
  • Manage copay collections, create billing ledgers, post payments, and complete documentation to meet daily, weekly, and monthly goals.

Luna redefines physical therapy with an award-winning technology and clinically-proven platform that connects patients and providers. Operating in 28 states with over 25 partners, it is a mission-driven, growing startup recognized for innovation in healthcare.