SimplyInsured

Client Outreach/Onboarding Coordinator

SimplyInsured · Remote

Posted 6 days ago

or apply directly on SimplyInsured's site. We never take the application ourselves.

Is this posting real?

This role has been open
6 days
SimplyInsured's roles stay open a median of 7 days
Reposted
No
Salary listed
No
0% of SimplyInsured's roles list one
Ghost-job risk at SimplyInsured
low
0 stale, 0 reposted of 4 open
Hiring momentum
6 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from SimplyInsured's own greenhouse board since 2026-08-03. Full hiring picture for SimplyInsured.

About this role

As a Client Outreach Coordinator at SimplyInsured, you will support the onboarding process for new clients, ensuring they are enrolled with their chosen insurance carriers. Your role involves proactive communication through phone, text, and email to assist customers with their benefits renewal and any coverage changes, while maintaining detailed records in Salesforce. This position is crucial for delivering excellent customer service and facilitating a smooth onboarding experience.

Our read on this posting3.2out of 5
benefits
4/5
freshness
5/5
career value
3/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of SimplyInsured as an employer.

What you 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 with strong customer empathy and focus
  • Highly productive with good multitasking skills
  • Able to work in a high-volume environment across channels and tasks
  • Fantastic oral and written communication skills

Nice to have

  • Previous experience with Salesforce

What you get

  • 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

Worth weighing

  • Base salary is relatively low, starting at $16/hour for unlicensed individuals
  • The role requires obtaining a Life and Health Insurance license within 3 months, which may be a barrier for some candidates
  • High-volume work environment may be stressful for some individuals

Summarised from SimplyInsured's posting. Read the full original.

Listed by SimplyInsured on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

More roles at SimplyInsured

All 4 open roles at SimplyInsured