✨ About The Role
- The Client Operations Coordinator will assist the Client Onboarding team in submitting required documentation to insurance carriers.
- The role involves resolving eligibility concerns with carriers to ensure customers are properly enrolled in their insurance plans.
- Proactive outreach via phone, text, and email will be necessary to expedite the onboarding process for customers.
- The coordinator will partner with internal team members in revenue operations and support to enhance customer satisfaction.
- The position requires a focus on ensuring a smooth onboarding experience for SimplyInsured's customers.
⚡ Requirements
- The ideal candidate will have 1-2 years of experience in an execution-based role such as sales, operations, or customer service.
- A strong passion for helping people, particularly in the context of health insurance, is essential for success in this role.
- The candidate should be highly productive and capable of managing a high volume of tasks efficiently.
- Excellent organization skills are necessary to ensure all documentation and information is submitted accurately and timely.
- Strong written and oral communication skills are crucial for effective outreach to insurance carriers and internal team members.