Client Onboarding Manager
At SimplyInsured we are on a mission to eliminate fear in health insurance.
Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible.
We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships including Intuit and Square, we're growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone. We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital.
In this role, you will work with our customers to troubleshoot insurance issues, act as their advocate with insurance carriers, solve employer challenges with issues like enrollment and billing, and handle employee questions about coverage and eligibility. You will ensure that small business owners can buy and administer plans that are right for their employees and their families. Your main goal is to delight our customers and help eliminate the fear from purchasing and using health insurance. In this role, you'll use multiple communication channels, including phone, chat, and email.
What you’ll do:
Support the onboarding process of new groups from application through to successful enrollment
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
What you’ll bring:
1-2 years of experience in customer service or sales role
Positive and optimistic personality and strong customer empathy and focus
Highly productive with good multitasking skills
Able to work in a high-volume work across channels and tasks
Familiarity working with support ticketing and/or support CRM software tools
Fantastic oral and written communication skills
Strong desire to help businesses maximize their healthcare
What we offer:
Generous stock option packages
“Take what you need” time off plan
100% Medical, Dental, and Vision Insurance coverage
A values-based culture that invests in employee success
The base salary range for this position is $17.00 per hour
We have a market-based compensation structure. The salary for this position may vary based on a candidate's experience, industry expertise, technical skills, and location. The range provided is just one component of total compensation including, but not limited to bonus eligibility based upon the achievement of performance objectives and company stock options.
We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we're driven by the diversity in our backgrounds, and unified by 100% alignment on our mission. Research shows that candidates from underrepresented backgrounds often don't apply for roles if they don't meet all the criteria. We strongly encourage you to apply if you're interested; we'd love to learn how you can amplify our team with your unique experience!
We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
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