What is a Client Outreach Onboarding Coordinator?
Quick Summary
The Client Outreach Onboarding Coordinator at SimplyInsured acts as a friendly guide to ensure new customers have a smooth and successful start, directly supporting the company's mission to eliminate the fear and complexity surrounding health insurance for small businesses. Backed by top-tier investors and partners like NetSuite and Toast, SimplyInsured is rapidly growing with over 20,000 customers. The coordinator's primary responsibility is to manage the entire client onboarding process, from application submission to successful enrollment, and also assist with annual benefit renewals. This involves proactive communication via phone, text, and email, close collaboration with internal revenue and support teams, and maintaining detailed customer records in Salesforce. To thrive in this position, candidates should have one to two years of customer service or sales experience and be able to secure a Life and Health Insurance license within three months. Ultimately, success in the role is driven by a positive, empathetic attitude and a genuine desire to help clients navigate the challenges of health insurance, creating a foundation of trust from the very first interaction.
### So, What's a Client Outreach Onboarding Coordinator? Think of the Client Outreach Onboarding Coordinator as the friendly guide who makes sure new customers have a smooth and successful start. At...
### So, What's a Client Outreach Onboarding Coordinator?
Think of the Client Outreach Onboarding Coordinator as the friendly guide who makes sure new customers have a smooth and successful start. At a company like SimplyInsured, this role is all about taking the anxiety out of a complicated process—in this case, health insurance—and building a foundation of trust from the very first interaction.
#### Our Mission at SimplyInsured
Let's be honest: health insurance can be a real headache. It's confusing, it's expensive, and it creates a lot of stress. SimplyInsured was founded to tackle that problem head-on. Our mission is to eliminate the fear around health insurance, especially for small business owners who carry the heavy weight of choosing the right coverage for their employees and their families.
We're making big waves in a confusing industry, and our rapidly growing base of over 20,000 customers shows that people are ready for a change. By teaming up with major players like NetSuite, Toast, and Square, we’re making insurance more transparent and accessible for everyone. Our journey kicked off in the prestigious Y-Combinator incubator and is supported by top-tier investors like Polaris Partners, Bessemer Venture Partners, New York Life Ventures, and AltaIR Capital.
#### What You'll Actually Be Doing
As a Client Outreach Onboarding Coordinator, you’re the welcoming face and steady hand for our customers. Your main job is to get every client set up correctly with both their insurance carrier and the SimplyInsured platform. It’s a vital role that’s all about delivering an amazing service experience.
Here’s a peek at what your day-to-day will look like:
* You’ll guide new groups through the entire onboarding journey, from the moment they hit "submit" on their application until they're successfully enrolled in their new plans.
* When it's time for annual benefits renewal, you'll be there to help customers navigate any changes to their coverage or carriers.
* You'll be on the phone, sending texts, and writing emails to proactively connect with customers, support their onboarding, and quickly fix any issues that come up.
* You'll work closely with your teammates in revenue operations and support to create a seamless, satisfying experience for every single customer.
* Keeping detailed notes in Salesforce about customer accounts and your interactions is key to making sure everyone on the team stays on the same page.
#### What It Takes to Succeed Here
To really thrive in this role, you'll need the right mix of experience and personality.
We're looking for someone with a year or two of experience in a customer service or sales-focused position. You’ll also need to either have a Life and Health Insurance license or be able to get one within your first three months with us. But most importantly, a positive, optimistic attitude is a must. A strong sense of empathy for the customer and a genuine desire to help are at the core of what makes someone great at this job.