Renewals Agent

At SimplyInsured we are on a mission to eliminate fear in health insurance.

Health insurance is complicated, expensive, and really important - so it tends to create fear for most people; our goal is to reduce that fear as much as possible. 

We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and their families. With more than 20,000 customers and several major partnerships including Intuit and Square, we're growing quickly and disrupting this convoluted and confusing industry by making it more transparent and fully accessible to everyone. We got our start in the Y-Combinator incubator, and have been funded by top-tier investors at Polaris Partners, Bessemer Venture Partners, New York Life Ventures and AltaIR Capital. 

Job Summary: 

As the Renewal Coordinator, you’ll support all aspects of our renewal process. You’ll collaborate frequently with the Customer Success team to keep processes seamless and efficient. Your feedback will also help drive future operational process enhancements that impact the renewal cycle and improve how our existing customers engage with us. You will ensure that small business owners maintain and administer plans that are right for their employees and their families. Your main goal is to support our customers and help eliminate the fear of purchasing and using health insurance. You will have an incredible impact on people's individual lives.  We're in the business of making sure people have access to resources to live healthy lives.

What you’ll do:

• Review past contracts and prepare renewal quotations for customers, using SalesForce.com
• Work closely with team members to present renewal quotes and close renewal opportunities for the clients
• Identify any missing information needed during a customer's renewal process to ensure our customers have their questions answered and the coverage their employees are counting on.
• Ensure the integrity of client information maintained in the database systems
• Assist with streamlining of systems and processes to further enhance automation and efficiency

What you’ll bring:

• 1-3 years of experience in customer service experience 
• Highly productive with good multitasking skills
• Passion for helping people - especially when it comes to their health
• Able to work in a high-volume contact center environment
• Familiarity working with support ticketing and/or support CRM software tools
• Experience with Google Suite, MS Word and Excel 
• Ability to manage personal KPIs and conversion goals 
• Fantastic oral and written communication skills
• Strong desire to help businesses maximize their healthcare

What we offer:

• Generous stock option packages
• Competitive compensation
• “Take what you need” time off plan
• 100% Medical, Dental, and Vision Insurance coverage
• FSA plan
• 401k 
• A values-based culture that invests in employee success

Compensation:

The base salary range for this position is $15.00/hour.

We have a market-based compensation structure. The salary for this position may vary based on a candidate's experience, industry expertise, technical skills, and location. The range provided is just one component of total compensation including, but not limited to bonus eligibility based upon the achievement of performance objectives and company stock options.

Our Culture:

We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every opinion is respected, we hold each other to extremely high standards, we're driven by the diversity in our backgrounds, and unified by 100% alignment on our mission.

Research shows that candidates from underrepresented backgrounds often don't apply for roles if they don't meet all the criteria. We strongly encourage you to apply if you're interested; we'd love to learn how you can amplify our team with your unique experience!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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