Client Onboarding Manager | SimplyInsured | Remote (United States)
Posted 2025-09-08
Remote, USA
Full Time
Immediate Start
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">At SimplyInsured we are on a mission to eliminate fear in health insurance.</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">Health insurance is complicated, expensive, and really important – so it tends to create fear for most people; our goal is to reduce that fear as much as possible.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships including Intuit and Square, we’re growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone. We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Job Summary:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">In this role, you will work with our customers to troubleshoot insurance issues, act as their advocate with insurance carriers, solve employer challenges with issues like enrollment and billing, and handle employee questions about coverage and eligibility. You will ensure that small business owners can buy and administer plans that are right for their employees and their families. Your main goal is to delight our customers and help eliminate the fear from purchasing and using health insurance. In this role, you’ll use multiple communication channels, including phone, chat, and email.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What you’ll do:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Support the onboarding process of new groups from application through to successful enrollment</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Partner with internal team members in revenue operations and support to ensure a smooth, high satisfaction experience for customers</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What you’ll bring:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">1-2 years of experience in customer service or sales role</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Positive and optimistic personality and strong customer empathy and focus</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Highly productive with good multitasking skills</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Able to work in a high-volume work across channels and tasks</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Familiarity working with support ticketing and/or support CRM software tools</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Fantastic oral and written communication skills</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong desire to help businesses maximize their healthcare</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What we offer:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Generous stock option packages</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Competitive compensation</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">“Take what you need” time off plan</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">100% Medical, Dental, and Vision Insurance coverage</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">FSA plan</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">401k</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">A values-based culture that invests in employee success</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Compensation:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">The base salary range for this position is $17.00 per hour</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We have a market-based compensation structure. The salary for this position may vary based on a candidate’s experience, industry expertise, technical skills, and location. The range provided is just one component of total compensation including, but not limited to bonus eligibility based upon the achievement of performance objectives and company stock options.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Our Culture:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we’re driven by the diversity in our backgrounds, and unified by 100% alignment on our mission. Research shows that candidates from underrepresented backgrounds often don’t apply for roles if they don’t meet all the criteria. We strongly encourage you to apply if you’re interested; we’d love to learn how you can amplify our team with your unique experience!</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">#LI-Remote</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">Health insurance is complicated, expensive, and really important – so it tends to create fear for most people; our goal is to reduce that fear as much as possible.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships including Intuit and Square, we’re growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone. We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Job Summary:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">In this role, you will work with our customers to troubleshoot insurance issues, act as their advocate with insurance carriers, solve employer challenges with issues like enrollment and billing, and handle employee questions about coverage and eligibility. You will ensure that small business owners can buy and administer plans that are right for their employees and their families. Your main goal is to delight our customers and help eliminate the fear from purchasing and using health insurance. In this role, you’ll use multiple communication channels, including phone, chat, and email.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What you’ll do:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Support the onboarding process of new groups from application through to successful enrollment</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Partner with internal team members in revenue operations and support to ensure a smooth, high satisfaction experience for customers</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What you’ll bring:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">1-2 years of experience in customer service or sales role</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Positive and optimistic personality and strong customer empathy and focus</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Highly productive with good multitasking skills</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Able to work in a high-volume work across channels and tasks</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Familiarity working with support ticketing and/or support CRM software tools</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Fantastic oral and written communication skills</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Strong desire to help businesses maximize their healthcare</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">What we offer:</strong></p>
<ul class=" text-base sm:text-lg marker:text-color list-inside list-disc text-gray-500 list-disc list-outside pl-3 mb-6">
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Generous stock option packages</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">Competitive compensation</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">“Take what you need” time off plan</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">100% Medical, Dental, and Vision Insurance coverage</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">FSA plan</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">401k</span></li>
<li class=" leading-snug mb-2 pl-2"><span class="text-gray-200">A values-based culture that invests in employee success</span></li>
</ul>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Compensation:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">The base salary range for this position is $17.00 per hour</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We have a market-based compensation structure. The salary for this position may vary based on a candidate’s experience, industry expertise, technical skills, and location. The range provided is just one component of total compensation including, but not limited to bonus eligibility based upon the achievement of performance objectives and company stock options.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3"><strong class=" font-semibold">Our Culture:</strong></p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we’re driven by the diversity in our backgrounds, and unified by 100% alignment on our mission. Research shows that candidates from underrepresented backgrounds often don’t apply for roles if they don’t meet all the criteria. We strongly encourage you to apply if you’re interested; we’d love to learn how you can amplify our team with your unique experience!</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.</p>
<p class=" text-gray-200 text-base sm:text-lg leading-relaxed mb-3">#LI-Remote</p>