Client Outreach/Onboarding Coordinator
Remote
Core
Support the onboarding and renewal process for small business customers to ensure proper enrollment with insurance carriers and the SimplyInsured platform.
Role type
Client Operations Coordinator (Insurance)
Builds
Customer enrollment and benefits renewal workflows
Domain
Health Insurance / Small Business
Deliverable
client delivery (via careerplan.io/jobs/7858804-client-outreachonboarding-coordinator-at-si)
Required skills
Customer service, Sales, Salesforce, Multi-channel communication (phone/text/email), Data entry
Preferred skills
Life and Health Insurance license, High-volume multitasking