Client Outreach/Onboarding Coordinator

Company: SimplyInsured

About the Company: SimplyInsured is on a mission to eliminate fear in health insurance for small business owners. YC alumni, funded by Polaris Partners, Bessemer Venture Partners, New York Life Ventures, and AltaIR Capital. More than 20,000 customers and growing, with major partnerships including NetSuite, Toast, and Square. Disrupting the convoluted health insurance industry with transparency and accessibility.

Job Category: Customer Operations / Insurance / Onboarding / Coordination

Contract Type: Full-Time, Permanent

Location: Remote — USA

Salary: $16–$17/hour ($33,280–$35,360/year) + quarterly performance bonus of up to $625

Application Link: https://job-boards.greenhouse.io/si/jobs/7376337

Source: Built In / Greenhouse (reposted recently — active listing)

Job Description: You'll work with the Client Operations team to ensure all SimplyInsured customers are properly submitted and enrolled with their requested Insurance Carrier and the SimplyInsured platform. This role is central to providing outstanding service and a smooth onboarding experience for small business owners navigating health insurance for the first time.

Key Responsibilities:

• Support the onboarding process of new groups from application through to successful insurance carrier enrollment
• Work with customers through their annual benefits renewal process, including coverage and carrier changes
• Utilize phone, text, and email to provide proactive onboarding support and resolve issues for customers
• Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction customer experience
• Keep detailed notes and records in Salesforce regarding customer accounts and interactions

Skills Required: Customer service or sales experience, phone outreach, written communication, Salesforce (or willingness to learn), multitasking, health insurance familiarity (or willingness to obtain a Life and Health license).

Requirements:

• 1–2 years of experience in a customer service or sales role
• A Life and Health Insurance license — or the ability to obtain one within 3 months of employment (company will support this)
• Positive, optimistic personality with strong customer empathy
• Highly productive with good multitasking skills
• Able to work high volume across multiple channels and tasks simultaneously
• Fantastic oral and written communication skills
• Strong desire to help small businesses navigate healthcare

Benefits: Generous stock option packages; $16–$17/hour + quarterly performance bonus ($625 potential); "Take what you need" time off plan; 100% Medical, Dental, and Vision insurance coverage for employees and dependents; FSA plan; 401K; fully remote environment; flexible schedule; values-based culture.