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Client Success Onboarding Specialist

2 months ago

Lehi, Utah, United States SimplyInsured Full time
Job Description

At SimplyInsured, our mission is to alleviate the complexities surrounding health insurance.

Health insurance can be intricate, costly, and critically important, often leading to anxiety for many individuals. Our objective is to minimize that anxiety as much as possible.

We focus on assisting small business owners who face the significant challenge of selecting the appropriate insurance for their employees and families. With over 20,000 clients and key partnerships with industry leaders, we are rapidly expanding and transforming this convoluted sector by enhancing transparency and accessibility for all. Our journey began in the Y-Combinator incubator, and we have received backing from prestigious investors.

Position Overview:

In this position, you will collaborate with our clients to resolve insurance-related concerns, advocate on their behalf with insurance providers, address employer challenges related to enrollment and billing, and respond to employee inquiries regarding coverage and eligibility. Your primary aim will be to ensure that small business owners can effectively purchase and manage plans that suit their employees and families. You will engage with clients through various communication channels, including phone, chat, and email.

Key Responsibilities:

  • Facilitate the onboarding journey of new groups from application to successful enrollment.
  • Employ phone, text, and email to deliver proactive onboarding assistance and resolve customer issues.
  • Collaborate with internal teams in revenue operations and support to guarantee a seamless and satisfying experience for clients.

Qualifications:

  • 1-2 years of experience in a customer service or sales capacity.
  • A positive and optimistic demeanor with a strong focus on customer empathy.
  • Highly efficient with excellent multitasking abilities.
  • Capable of managing a high-volume workload across various channels and tasks.
  • Experience with support ticketing and/or CRM software tools.
  • Exceptional oral and written communication skills.
  • A strong commitment to helping businesses optimize their healthcare solutions.

What We Offer:

  • Generous stock option packages.
  • Competitive salary.
  • A flexible time-off policy.
  • Comprehensive Medical, Dental, and Vision Insurance coverage.
  • FSA plan.
  • 401k plan.
  • A culture rooted in values that prioritize employee success.

Compensation:

The base hourly wage for this role is $17.00.

Our compensation structure is market-based, and the salary for this position may vary based on the candidate's experience, industry knowledge, technical skills, and location. The range provided is one aspect of total compensation, which includes bonus eligibility based on performance objectives and company stock options.

Our Culture:

We uphold values of radical transparency, constructive feedback, a proactive approach, personal growth, and a commitment to respectful dissent. Every perspective is valued, and we hold ourselves to high standards, driven by the diversity of our backgrounds and unified by a shared mission. We encourage candidates from underrepresented backgrounds to apply, as we are eager to learn how your unique experiences can enhance our team.

We are an equal-opportunity employer and embrace diversity within our organization. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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