Employer Benefits Account Coordinator

SI Group

Client Outreach Manager working with the Client Operations team to support customers' insurance needs at SimplyInsured. Ensuring smooth enrollment and high satisfaction through effective communication and support.

Posted 5/26/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $16 - $17 per hourWebsite

About the role

Key responsibilities & impact

Support the onboarding process of new groups from application through to successful enrollment
Work with customers on their annual benefits renewal process and any coverage or carrier changes
Utilize phone, text, and email to provide proactive onboarding support and reconcile issues for customers
Partner with internal team members in revenue operations and support to ensure a smooth, high-satisfaction experience for customers
Keep detailed notes/records in Salesforce regarding customer accounts and interactions

Requirements

What you’ll need

1-2 years of experience in customer service or sales role
A Life and Health Insurance license or the ability to obtain one within 3 months of employment.
Positive and optimistic personality and strong customer empathy and focus
Highly productive with good multitasking skills
Able to work in a high-volume work across channels and tasks
Previous experience with Salesforce a plus!
Fantastic oral and written communication skills
Strong desire to help businesses maximize their healthcare

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

customer empathymultitaskingoral communicationwritten communicationpositive personalityoptimistic personality

Certifications

Life and Health Insurance license