Client Outreach/Onboarding Coordinator

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November 13

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SI Group

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📋 Description

• 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 reconcile 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/records in Salesforce regarding customer accounts and interactions

🎯 Requirements

• 1-2 years of experience in 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 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

🏖️ 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