Client Outreach/Onboarding Coordinator
SimplyInsured(1 month ago)
About this role
The Client Outreach Coordinator partners with the Client Operations team to ensure customers are properly submitted and enrolled with their requested insurance carriers and the SimplyInsured platform. This role focuses on providing excellent customer service during onboarding and renewals, ensuring a smooth experience for small-business clients. It supports cross-functional collaboration and accurate account record-keeping.
Required Skills
- Onboarding Support
- Benefits Renewal
- Carrier Enrollment
- Multichannel Communication
- Customer Empathy
- Multitasking
- High Volume
- Salesforce
- Record Keeping
- Written Communication
+1 more
Qualifications
- Life and Health Insurance License (Obtainable Within 3 Months)
About SimplyInsured
simplyinsured.comSimplyInsured is an online benefits platform that helps small businesses find and enroll in health insurance by aggregating small‑business medical, dental, and vision plans from every carrier. The site provides unbiased recommendations and comparison tools to surface the lowest‑rate options and help employers choose the best fit for their teams. SimplyInsured says its services, recommendations, and online platform are 100% free, focused on simplifying benefits shopping and administration for small employers.
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