Benefits Account Coordinator

About the Company

SimplyInsured is on a mission to eliminate fear in health insurance by making the process transparent and accessible for small business owners. Backed by top-tier investors and Y-Combinator, we are disrupting the insurance industry through major partnerships and a commitment to customer clarity.

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
• Keep detailed notes and records in Salesforce regarding customer accounts and interactions

Requirements

• 1-2 years of experience in customer service or sales
• Life and Health Insurance license or ability to obtain one within 3 months
• Strong customer empathy and focus
• Ability to multitask in a high-volume environment
• Excellent oral and written communication skills

Preferred Qualifications

• Previous experience with Salesforce

Benefits

• Generous stock option packages
• Quarterly performance bonus opportunity of $625
• "Take what you need" time off plan
• 100% Medical, Dental, and Vision Insurance coverage options for employees and dependents
• 401k
• Fully remote environment
• Flexible schedule options between 7am-6pm CST Monday-Friday