HHiring Reality
← SimplyInsured

Client Outreach/Onboarding Coordinator

SimplyInsured
Location
Remote
Posted
10 days ago
Department
Operations
What they actually want (must-haves)
  • 1-2 years of experience in customer service or sales role
  • A Life and Health Insurance license or the ability to obtain one within 3 months of employment
  • Positive and optimistic personality with strong customer empathy and focus
  • Highly productive with good multitasking skills
  • Able to work in a high-volume environment across channels and tasks
  • Fantastic oral and written communication skills
Nice to have
  • Previous experience with Salesforce
What the job really is

As a Client Outreach Coordinator at SimplyInsured, you will support the onboarding process for new clients, ensuring they are enrolled with their chosen insurance carriers. Your role involves proactive communication through phone, text, and email to assist customers with their benefits renewal and any coverage changes, while maintaining detailed records in Salesforce. This position is crucial for delivering excellent customer service and facilitating a smooth onboarding experience.

Benefits
  • Generous stock option packages
  • Hourly pay plus a 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
Things to weigh
  • Base salary is relatively low, starting at $16/hour for unlicensed individuals
  • The role requires obtaining a Life and Health Insurance license within 3 months, which may be a barrier for some candidates
  • High-volume work environment may be stressful for some individuals
Job score3.2/5
Benefits4/5
Freshness5/5
Career value3/5
Role clarity4/5
Pay transparency0/5

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