New Client Outreach/Onboarding Coordinator

SimplyInsured

Benefits

Unlimited PTO

Job Description

As a Client Outreach Coordinator, you will support the onboarding process of new groups from application through to successful enrollment. This includes working with customers on their annual benefits renewal process and any coverage or carrier changes. You will utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers. Also, you'll partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers and keep detailed notes/records in Salesforce regarding customer accounts and interactions.

About SimplyInsured

SimplyInsured's mission is to eliminate fear in health insurance for small business owners by making it more transparent and fully accessible.

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