Client Operations Coordinator

Summary

Join SimplyInsured, a rapidly growing company revolutionizing health insurance, as a Client Operations Coordinator. You will collaborate with the Client Onboarding team and insurance carriers to ensure seamless customer enrollment. This role involves submitting documentation, resolving eligibility issues, and utilizing various communication methods for proactive outreach. Success requires strong organizational skills, excellent communication, and experience in an execution-based role. SimplyInsured offers a competitive compensation package, including generous stock options, comprehensive health insurance, and a flexible “Take what you need” time off plan.

Requirements

• 1-2 years of experience in an execution-based role (sales, operations, customer service)
• Passion for helping people - especially when it comes to their health
• Highly productive in completing a high volume of tasks
• Fantastic organization skills
• Familiarity working with support ticketing and/or support CRM software tools
• Excellent written and oral communication skills

Responsibilities

• Assist the Client Onboarding team with submitting all required documentation and information to the Insurance Carriers
• Work to resolve any eligibility concerns with the carrier
• Ensure our customers are properly enrolled on the SimplyInsured platform
• Utilize phone, text, and email to provide proactive outreach to Insurance carriers to help move our customers through the onboarding process more quickly
• Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers

Benefits

• 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