Sr. Renewals Coordinator (Employee Benefits)

About SimplyInsured

SimplyInsured is on a mission to eliminate the fear of purchasing and navigating health insurance in the United States. We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and families. With more than 17,000 customers and major partnerships with Intuit and Square, we're growing quickly and disrupting this convoluted, confusing industry by making it more transparent and fully accessible to everyone. 

Our team’s broad experience includes founding companies, scaling successful startups like Cardpool and Domo; working in established companies like Cisco Systems, Convergys, Dell EMC, and Yahoo; consulting at Bain, McKinsey, and Deloitte capital investing. We got our start in the Y-Combinator incubator and have been funded by top-tier investors at Polaris Partners, New York Life Ventures, Bessemer Venture Partners, and AltaIR Capital. We are a Series A company and have raised $10M+ in venture capital.

We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every perspective is respected and supported. We are motivated by the diversity in our backgrounds and unified by 100% alignment on our mission.

The Role

As the Sr. Renewal Coordinator, you’ll support all aspects of our renewal process. You’ll collaborate frequently with the Customer Success team to keep processes seamless and efficient. Your feedback will also help drive future operational process enhancements that impact the renewal cycle and improve how our existing customers engage with us. You will ensure that small business owners maintain and administer plans that are right for their employees and their families. Your main goal is to support our customers and help eliminate the fear of purchasing and using health insurance. You will have an incredible impact on people's individual lives.  We're in the business of making sure people have access to resources to live healthy lives.

Responsibilities

• Work closely with team members to present renewal quotes and close renewal opportunities for the clients

• Identify any missing information needed during a customer's renewal process to ensure our customers have their questions answered and the coverage their employees are counting on.

• Ensure the integrity of client information maintained in the database systems (Salesforce)

• Assist with streamlining of systems and processes to further enhance automation and efficiency

• Act as the primary point of contact for clients during the renewal process. 

• Ensure timely and accurate renewal of insurance policies while maintaining relationship driven results to reduce churn..

• Communicate renewal terms, policy changes, and premium adjustments to clients.

• Schedule and conduct renewal meetings with clients to review their coverage needs.

Your skills include 

• 2-4  years experience of customer service experience 

• Experienced with Google Suite 

• Experienced with MS Word and Excel

• Excellent interpersonal skills; ability to articulate verbally and written communication skills with customers

• Ability to manage multiple projects and tasks.

• Ability to manage personal KPIs and conversion goals.

• Strong ability to be self-sufficient, using available resources to problem solve instead of just asking someone to provide the answer. 

• Strong self-motivation with a knack for being meticulous, accurate, and detail-oriented, while in a high-pressure environment.

• Strong negotiation and follow-up skills

• Sales experience a plus

• Small-group or Individual Insurance experience is a plus

• Strong “own it” attitude

• Track record of managing multiple clients independently. 

Benefits and Perks

• Work from Home with flexible scheduling

• Competitive compensation- Base rate starting at $17 per hour

• Quarterly performance bonus

• Generous stock option packages

• Take what you need - time off plan

• 100% Medical, Dental, and Vision Insurance coverage

• 401k 

• A values-based culture that invests in employee success

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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