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About the role
Key responsibilities & impact- Respond promptly and professionally to broker and employer inquiries via email and phone.
- Guide brokers, and occasionally employers, through onboarding and health plan implementation, ensuring accurate setup and documentation.
- Support ongoing plan management, including tooling and answering day-to-day questions.
- Manage the renewal process from end to end.
- Coordinate with internal teams to resolve issues and provide timely, clear updates to brokers and clients.
- Partner with product and operations teams to share feedback and suggest improvements to tools, workflows, and documentation.
Requirements
What you’ll need- 2+ years of experience in a customer-facing role within the health insurance, employee benefits, or related industry.
- Strong understanding of health plan structures, terminology, and processes.
- Excellent written and verbal communication skills.
- Highly organized with the ability to manage multiple priorities simultaneously.
- Comfortable using CRMs, ticketing systems, and modern workplace tools (experience with HubSpot and/or Retool a plus).
Benefits
Comp & perks- 100%-paid health insurance benefits
- Free lunches in the office
- Fun company retreats
- Commuter benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
health plan implementationplan managementrenewal process managementonboarding
Soft Skills
communication skillsorganizational skillsmulti-taskingproblem-solving
