Back to jobs

Sr. Renewals Coordinator (Employee Benefits)

Remote

About SimplyInsured

SimplyInsured is on a mission to eliminate the fear of purchasing and navigating health insurance in the United States. We specifically work with small business owners who have the enormous task of purchasing the right type of insurance for their employees and families. With more than 17,000 customers and major partnerships with Intuit and Square, we're growing quickly and disrupting this convoluted, confusing industry by making it more transparent and fully accessible to everyone. 

Our team’s broad experience includes founding companies, scaling successful startups like Cardpool and Domo; working in established companies like Cisco Systems, Convergys, Dell EMC, and Yahoo; consulting at Bain, McKinsey, and Deloitte capital investing. We got our start in the Y-Combinator incubator and have been funded by top-tier investors at Polaris Partners, New York Life Ventures, Bessemer Venture Partners, and AltaIR Capital. We are a Series A company and have raised $10M+ in venture capital.

We value radical transparency, feedback, bias to action, growth, and an obligation to dissent. Every perspective is respected and supported. We are motivated by the diversity in our backgrounds and unified by 100% alignment on our mission.

The Role

As the Sr. 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.

Responsibilities

  • 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 (Salesforce)
  • Assist with streamlining of systems and processes to further enhance automation and efficiency
  • Act as the primary point of contact for clients during the renewal process. 
  • Ensure timely and accurate renewal of insurance policies while maintaining relationship driven results to reduce churn..
  • Communicate renewal terms, policy changes, and premium adjustments to clients.
  • Schedule and conduct renewal meetings with clients to review their coverage needs.

Your skills include 

  • 2-4  years experience of customer service experience 
  • Experienced with Google Suite 
  • Experienced with MS Word and Excel
  • Excellent interpersonal skills; ability to articulate verbally and written communication skills with customers
  • Ability to manage multiple projects and tasks.
  • Ability to manage personal KPIs and conversion goals.
  • Strong ability to be self-sufficient, using available resources to problem solve instead of just asking someone to provide the answer. 
  • Strong self-motivation with a knack for being meticulous, accurate, and detail-oriented, while in a high-pressure environment.
  • Strong negotiation and follow-up skills
  • Sales experience a plus
  • Small-group or Individual Insurance experience is a plus
  • Strong “own it” attitude
  • Track record of managing multiple clients independently. 

Benefits and Perks

  • Work from Home with flexible scheduling
  • Competitive compensation- Base rate starting at $17 per hour
  • Quarterly performance bonus
  • Generous stock option packages
  • Take what you need - time off plan
  • 100% Medical, Dental, and Vision Insurance coverage
  • 401k 
  • A values-based culture that invests in employee success

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.

#LI-Remote

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...
In the last year, which CRM tool have you had experience with more recently? *

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in SimplyInsured’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.