Talantix.io
SimplyInsured•17.02.26
AI SCORE 8.5

Remote Client Outreach Onboarding Coordinator - Health Insurance

$60K–$80K/year
RemoteHealthTech
Customer Service•Sales•Salesforce•Health Insurance•Communication

About the Role

We're hiring a Remote Client Outreach Onboarding Coordinator to join our team at SimplyInsured. As a Client Outreach Coordinator, you will play a crucial role in ensuring that our customers experience a seamless onboarding process. This position is essential for supporting small business owners in navigating the complexities of health insurance, making it less daunting and more accessible.

What You'll Do

  • 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 for customers.
  • Keep detailed notes/records in Salesforce regarding customer accounts and interactions.

Requirements

  • 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.

Nice to Have

  • Experience with Salesforce or similar CRM tools.
  • Familiarity with health insurance products and services.
  • Strong communication skills, both written and verbal.

What We Offer

  • Competitive salary ranging from $60,000 to $80,000 annually.
  • Fully remote work environment, allowing you to work from anywhere.
  • Opportunities for professional development and growth within the company.
  • Health insurance benefits and wellness programs.
  • A supportive team culture focused on collaboration and success.
Why This Job8.5 of 10

This Remote Client Outreach Onboarding Coordinator role at SimplyInsured offers a unique opportunity to support small businesses in navigating health insurance. With a competitive salary and a fully remote work environment, it's an attractive position for those looking to make a difference.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

→

Proficient in Salesforce for customer relationship management, helping to track onboarding progress and customer interactions effectively.

→

Strong customer service orientation with the ability to empathize and simplify complex health insurance concepts for small business owners in a remote setting.

→

Detail-oriented mindset focused on process optimization, enabling the identification of onboarding bottlenecks and the implementation of efficient solutions.

Learning Resources

→Salesforce Basics for Beginnerscourse
→Understanding Health Insurance: A Complete Guidearticle
→Customer Service Fundamentalscourse

Career Path

Remote Client Outreach Onboarding Coordinator - Health Insurance(Now)→Client Success Manager(1-2 years)→Director of Customer Experience(3-5 years)

Market Overview

Market Size 2024
$19.5B
Annual Growth
12.3%
AI Adoption in Customer Service
55%
Investment in Customer Service Tech
+40%
Labour Demand for Customer Service Roles
+20%
Avg Salary for Client Outreach Coordinators
$48K

Skills & Requirements

Required
Customer ServiceSalesSalesforce
Growing in Demand
Data AnalyticsCRM Software ProficiencyEmpathy in Communication
Declining
Cold CallingBasic Email Support

Domain Trends

Increased Use of AI Chatbots
AI chatbots are projected to handle 70% of customer interactions by 2025, enhancing efficiency and reducing wait times.
Shift Towards Omnichannel Support
Over 60% of consumers expect brands to provide consistent experiences across all channels, pushing companies to integrate communication platforms.
Focus on Personalization
Personalized customer service is seen as a competitive advantage, with 80% of consumers more likely to do business with a company that offers personalized experiences.

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