Own the full customer onboarding journey for benefits integration, guiding small business owners through eligibility, enrollment, and compliance while coordinating with brokers and carriers. Requires 3+ years experience in customer-facing, metrics-driven roles.
49k – 55k/yr
Hybrid3+ YOECustomer Success
About the role
Responsibilities
Drive consultative outreach to keep customer onboarding on track via phone, email, and other channels
Provide exceptional consultative customer service, educating customers and anticipating their needs
Own the onboarding journey: confirming eligibility, gathering required information, building policies, managing enrollments, and ensuring accuracy
Review customer data against carrier eligibility standards to proactively mitigate errors and ensure quality and compliance
Anticipate roadblocks and work with internal and external partners to ensure smooth and accurate integration of customer benefits
Keep customers informed and engaged throughout the process
Requirements
Minimum 3+ years of professional work experience, ideally within healthcare, health insurance brokerage, hospitality, or a fast-paced startup environment
Experience in metrics-based roles where data accuracy and hitting KPIs are central to customer success
Strong background in high-volume book of business under tight deadlines and seasonal peaks
Excellent customer communication skills with experience managing professional interactions with external company partners (brokers and insurance carriers)
Skilled problem-solver comfortable navigating ambiguity and pivoting quickly in a dynamic operational setting
Highly self-motivated and capable of working both autonomously and collaboratively
Nice-to-Haves
Curious about technology and excited to learn and use AI tools like Glean, Gemini, and other LLM-based AI tools
Compensation & Benefits
Cash compensation range: $23.50/hr—$26.44/hr in Denver
Competitive base pay, benefits, and equity (RSUs)
Hybrid work arrangement with 2-3 days per week in office for Denver-based employees
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