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Employer Benefits Account Coordinator

At a Glance

Location
Remote
Work Regime
remote
Experience
1–2 years
Posted
2026-08-10T14:27:16-04:00

Key Requirements

Required Skills

Salesforce

Domain Knowledge

  • Healthcare
  • Insurance

Benefits & Perks

Health Insurance

have your Life and Health insurance license.

Requirements

1-2 years of experience in customer service or sales role

Previous experience with Salesforce a plus!

Compensation & Benefits

Generous stock option packages

Hourly pay plus a quarterly performance bonus opportunity of $625

“Take what you need” time off plan

100% Medical, Dental, and Vision Insurance coverage options for employees and dependents

401k

Fully remote environment

Responsibilities

As a Client Outreach Manager, you will work with our Client Operations team to ensure all of SimplyInsured’s customers are properly submitted and enrolled with their requested Insurance Carrier and the SimplyInsured platform.

This role is integral to providing outstanding service to our customers and ensuring a smooth onboarding process.

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