Client Operations Coordinator
September 1, 2023
Description
• 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
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
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
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