Key skills
SalesforceCommunicationSales
About this role
Role Overview
- 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
- 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
Benefits
- Generous stock option packages
- Hourly pay plus a quarterly performance bonus opportunity of $625
- “Take what you need” time off plan
- 100% Medical, Dental, and Vision Insurance coverage options for employees and dependents
- 401k
- Fully remote environment
- Flexible schedule options between the hours of 7am-6pm CST Monday-Friday.
- A values-based culture that invests in employee success