Client Outreach/Onboarding Coordinator
SimplyInsured
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.
Skills
Qualifications
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.
Recent company news
Fierce HealthcareGravie grabs $75M series E for employer-sponsored benefits
Mar 9, 2022
CNBCSquare adds to its small-business ecosystem with benefits like health insurance
Nov 14, 2018
FinSMEsSimplyInsured, Interview with CEO Vivek Shah
Oct 4, 2013
Oracle NetSuiteWhat is NetSuite SuitePeople Human Resource Management System (HRMS)?
Jul 25, 2019
Drug Store NewsSam’s Club upgrades health-and-wellness experience
Apr 11, 2018
About SimplyInsured
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for SimplyInsured.
Salary
$32k – $34k
per year
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