Remote Client Outreach Onboarding Coordinator
About the Role
We are seeking a Remote Client Outreach Onboarding Coordinator to join our team at SimplyInsured. In this role, you will play a crucial part in helping our clients navigate the complexities of health insurance. The Remote Client Outreach Onboarding Coordinator will be responsible for ensuring that our customers are smoothly onboarded and fully enrolled with their chosen insurance carriers. You will be the first point of contact for many clients, helping to reduce their fears and concerns about health insurance.
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 resolve 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 and records in Salesforce regarding customer accounts and interactions.
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.
- Positive and optimistic personality with strong customer empathy and focus.
- Excellent communication skills, both verbal and written.
- Ability to work independently in a remote environment.
Nice to Have
- Experience with Salesforce or similar CRM systems.
- Knowledge of health insurance products and regulations.
What We Offer
- Competitive salary ranging from $50,000 to $70,000 per year.
- Fully remote work environment.
- Opportunities for professional development and growth.
- Supportive team culture focused on collaboration and success.
- Health insurance benefits and other perks.
This role offers a unique opportunity to work remotely while helping clients navigate the complexities of health insurance. With a supportive team culture and competitive salary, it's an attractive position for those in customer service.
Who Will Succeed Here
Proficiency in Salesforce CRM, with the ability to navigate and utilize its features for managing client information and onboarding processes.
Strong customer service orientation with a proactive approach to problem-solving, particularly in remote settings where clear communication is essential for client satisfaction.
Detail-oriented mindset with an understanding of health insurance processes and regulations, enabling effective support for clients during their enrollment journey.
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