Client Operations Analyst (US Remote)

| Salt Lake City, UT | Remote
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  • Competitive compensation of $18/hour and a $2,000 annual bonus, with a clear career progression ladder based on metrics & licensing
  • COMPANY PAID: Life, Health, and Accident Insurance Producer License (multi-state)
  • 100% company-paid Medical, Dental, and Vision Insurance coverage for you and your dependents
  • We're currently working from home due to Covid-19, and the following don't apply until we're safely back in the office: Team Outings (in-person), Offsite Retreats Every 6 months (in-person), Dog-Friendly Offices, Collaborative Office Space, and Stocked Kitchen
  • Stock option packages
  • A values-based culture that invests in employee success

SimplyInsured is on a mission to eliminate the fear from 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 15,000 customers and major partnerships with Intuit and Square, we're quickly growing 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; and venture 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.


This role is responsible for helping businesses simplify and streamline how they manage their existing health benefits. As a Client Operations Analyst, you act as the owner for Broker of Record changes. You will be an advocate for and advisor to small business owners as they transition their health benefits to SimplyInsured. When required, you will work with prospective customers to advise them on the process, provide guidance, and identify and gather required documentation. You will also work with insurance carriers to migrate and establish small business health insurance plans to SimplyInsured. This role requires productive collaboration with other members of the team as well as carriers to resolve friction or exceptions in the process.

You'll have unique insight and access into the full broker-of-record change process at SimplyInsured and you'll be empowered through data analytics to propose process improvements or product enhancements to improve the customer experience.

As a critical member of the Revenue Operations team, you will be responsible for growing the company's revenue from new business and Broker of Record as well as increasing the number of small business groups and employees purchasing insurance through SimplyInsured.

  • 2-3 years of experience in an operations, sales, or analyst role
  • 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
  • Fantastic oral and written communication skills
  • Strong desire to help businesses maximize their health care
Regarding COVID-19

With the spread of COVID-19, SimplyInsured offices will remain closed until further notice except for employees who require access. Our primary concern is for the health and well-being of our employees as well as candidates. We have transitioned all interviews and onboarding to will be conducted virtually. 

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.



More Information on SimplyInsured
SimplyInsured operates in the Insurance industry. The company is located in San Francisco, CA. SimplyInsured was founded in 2012. It has 33 total employees. It offers perks and benefits such as Dental Benefits, Vision Benefits, Health Insurance Benefits, 401(K), Company Equity and Remote Work Program. To see all 17 open jobs at SimplyInsured, click here.
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