Opened 13 days ago Remote Job

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. 

Job Summary: 

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

  • Competitive compensation

  • “Take what you need” time off plan

  • 100% Medical, Dental, and Vision Insurance coverage

  • FSA plan

  • 401k 

  • 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.

Our Culture:

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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