Decisely

Title: Director, Employee Benefits & ACA Compliance Revenue Execution Location: Remote - Alpharetta, GA Job Description: Director, Compliance Revenue Execution Remote | Full-Time | Decisely Own the execution that turns sold business into revenue. At Decisely, Compliance Services is a growing, revenue-generating business line—and we’re looking for a leader who can ensure that revenue is not just sold, but successfully implemented, activated, and retained. This is not a sales role. This is a revenue accountability role through execution. You will partner directly with the Chief Growth Officer to ensure that Compliance Services achieves its revenue and retention targets by driving implementation success, operational coordination, and client outcomes. WHY THIS ROLE MATTERS: 90% of Compliance Services revenue is realized through: - successful implementation - effective launch execution - strong service delivery - retention and continuity This role sits at the center of that. You are the leader who ensures: - what is sold becomes real, retained revenue - execution gaps don’t become revenue losses - teams are aligned and delivering WHAT YOU’LL OWN: Revenue Execution & ARR Realization - Drive execution that supports $1M+ New ARR realization - Ensure sold business is implemented, activated, and retained - Partner with the CGO on pipeline readiness and execution alignment Implementation & Launch Leadership - Own implementation planning, launch readiness, and milestone tracking - Ensure timelines, ownership, and deliverables are clearly defined and met - Prevent “failure to launch” through disciplined execution Retention & Client Outcomes - Drive execution that supports 95% retention targets - Identify and mitigate risks that could impact client experience or renewals - Ensure service delivery supports long-term client success Cross-Functional Leadership - Align Growth, Compliance, Product, Operations, and Client teams - Remove blockers and drive accountability across functions - Ensure everyone is executing against shared revenue priorities Operational Discipline & Visibility - Build dashboards, scorecards, and execution cadences - Track progress against commitments and escalate risks early - Create clarity, accountability, and follow-through across the function Team Leadership & Execution Alignment - Support manager-level leadership and ensure team output aligns to priorities - Reinforce execution discipline and consistency - Ensure the team is delivering against business-critical outcomes WHAT SUCCESS LOOKS LIKE: - New ARR is successfully implemented and realized - Retention remains strong due to consistent execution - Launches happen on time and without failure - Teams are aligned and executing with clarity - Risks are identified early and resolved quickly - The function operates with discipline, visibility, and accountability WHAT YOU BRING: - 5–10+ years of experience in: - program management, implementation, client success, or operations leadership - preferably within benefits, insurance, or insurtech environments - Experience driving outcomes in: - client-facing, service-driven environments - cross-functional execution models - Strong ability to: - manage complex implementations - coordinate across multiple teams - drive accountability without direct authority - Experience supporting: - revenue, retention, or client outcome metrics - Highly organized, execution-focused, and detail-oriented - Strong communicator with ability to: - align stakeholders - manage escalations - drive clarity in complex situations WHAT MAKES THIS ROLE DIFFERENT: - You are not selling—you are ensuring revenue actually happens - You are not managing a static process—you are building execution discipline at scale - You will directly impact: - revenue realization - client retention - operational performance This is a role for someone who thrives on ownership, accountability, and making things work. WHY DECISELY: We’re building a company where: - execution matters - ownership is real - and strong operators drive results You’ll have the opportunity to shape and scale a high-impact business function with real visibility. DETAILS: - Remote - Competitive compensation aligned to market - Performance-based incentives tied to outcomes - Benefits eligible FINAL THOUGHT: If you’re someone who: - ensures nothing falls through the cracks - thrives in complex, fast-moving environments - and takes pride in turning plans into results This is your opportunity to own execution where it matters most—revenue.

Role Description Deliver the work that keeps clients compliant—and confident. At Decisely, Compliance Services is a client-facing, high-impact function that helps businesses navigate the complexity of employee benefits and ACA compliance with accuracy, clarity, and confidence. We’re looking for a detail-oriented, execution-driven Compliance Consultant who understands employee benefits and ACA reporting—and takes pride in getting the work done right, on time, every time. This is a hands-on, delivery-focused position where your work directly impacts client outcomes. What You’ll Do - Execute Employee Benefits & ACA Compliance Work - Support delivery of key compliance services, including: - ACA tracking and 1094/1095 reporting - Form 5500 and ERISA-related documentation - PCORI filings and benefits compliance activities - Ensure all work meets regulatory and internal standards - Own Your Work & Deliverables - Manage assigned compliance tasks from start to finish - Ensure work is completed accurately, completely, and on time - Maintain strong documentation and audit-ready records - Validate Data & Ensure Accuracy - Review and validate benefits and compliance-related data - Identify discrepancies and correct issues proactively - Minimize errors and rework through attention to detail - Support Implementation & Client Delivery - Assist with onboarding and implementation activities - Support ongoing service delivery across client accounts - Provide updates and visibility into your work - Identify & Escalate Issues - Recognize risks, delays, or inconsistencies early - Escalate issues appropriately and support resolution - Contribute to continuous improvement of workflows and processes What Success Looks Like - Work is delivered accurately and on time (95%+ SLA) - Errors and rework are minimized - Documentation is complete and consistent - The team can rely on your execution and follow-through - Clients receive high-quality, dependable compliance support Qualifications - 3–6+ years of experience in: - Employee benefits administration - ACA compliance / reporting - OR related compliance/operations roles in insurance, TPA, broker, or insurtech - Experience working with: - ACA (1094/1095) - Benefits data, eligibility, or compliance reporting - Strong attention to detail and ability to manage high-volume, deadline-driven work - Ability to: - Identify issues and take ownership of resolution - Follow structured processes and documentation standards - Strong communication and follow-through Benefits - Remote - Competitive compensation aligned to market - Benefits eligible - Life & Health license preferred (or willingness to obtain) Final Thought If you’re someone who understands employee benefits compliance, values accuracy and accountability, and wants to be part of a high-performing team, this is an opportunity to do meaningful, high-impact work every day.

Role Description Own the execution that turns sold business into revenue. At Decisely, Compliance Services is a growing, revenue-generating business line—and we’re looking for a leader who can ensure that revenue is not just sold, but successfully implemented, activated, and retained. This is not a sales role; this is a revenue accountability role through execution. You will partner directly with the Chief Growth Officer to ensure that Compliance Services achieves its revenue and retention targets by driving implementation success, operational coordination, and client outcomes. WHY THIS ROLE MATTERS: - 90% of Compliance Services revenue is realized through: - successful implementation - effective launch execution - strong service delivery - retention and continuity This role sits at the center of that. You are the leader who ensures: - what is sold becomes real, retained revenue - execution gaps don’t become revenue losses - teams are aligned and delivering WHAT YOU’LL OWN: - Revenue Execution & ARR Realization - Drive execution that supports $1M+ New ARR realization - Ensure sold business is implemented, activated, and retained - Partner with the CGO on pipeline readiness and execution alignment - Implementation & Launch Leadership - Own implementation planning, launch readiness, and milestone tracking - Ensure timelines, ownership, and deliverables are clearly defined and met - Prevent “failure to launch” through disciplined execution - Retention & Client Outcomes - Drive execution that supports 95% retention targets - Identify and mitigate risks that could impact client experience or renewals - Ensure service delivery supports long-term client success - Cross-Functional Leadership - Align Growth, Compliance, Product, Operations, and Client teams - Remove blockers and drive accountability across functions - Ensure everyone is executing against shared revenue priorities - Operational Discipline & Visibility - Build dashboards, scorecards, and execution cadences - Track progress against commitments and escalate risks early - Create clarity, accountability, and follow-through across the function - Team Leadership & Execution Alignment - Support manager-level leadership and ensure team output aligns to priorities - Reinforce execution discipline and consistency - Ensure the team is delivering against business-critical outcomes WHAT SUCCESS LOOKS LIKE: - New ARR is successfully implemented and realized - Retention remains strong due to consistent execution - Launches happen on time and without failure - Teams are aligned and executing with clarity - Risks are identified early and resolved quickly - The function operates with discipline, visibility, and accountability Qualifications - 5–10+ years of experience in: - program management, implementation, client success, or operations leadership - preferably within benefits, insurance, or insurtech environments - Experience driving outcomes in: - client-facing, service-driven environments - cross-functional execution models - Strong ability to: - manage complex implementations - coordinate across multiple teams - drive accountability without direct authority - Experience supporting: - revenue, retention, or client outcome metrics - Highly organized, execution-focused, and detail-oriented - Strong communicator with ability to: - align stakeholders - manage escalations - drive clarity in complex situations Benefits - Remote - Competitive compensation aligned to market - Performance-based incentives tied to outcomes - Benefits eligible Final Thought If you’re someone who: - ensures nothing falls through the cracks - thrives in complex, fast-moving environments - takes pride in turning plans into results This is your opportunity to own execution where it matters most—revenue.

Title: Marketing Specialist Location: Remote - Alpharetta, GA Job Description: JOB DESCRIPTION: MARKETING SPECIALIST ABOUT DECISELY: At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative benefits, compliance, and HR solutions that genuinely make a positive difference for our clients and our organization. As a client-centric company, we are deeply committed to delivering exceptional customer service and building strong, lasting relationships with our clients. We seek passionate, service-driven individuals who share our dedication to putting clients first. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work, while contributing to a service-oriented environment that ensures our clients' success. POSITION SUMMARY: We are seeking a versatile and results-driven Marketing Specialist to join our fully remote team. This role is ideal for a creative and analytical marketer who thrives in a collaborative environment and can manage the full lifecycle of marketing initiatives—from ideation to execution to performance analysis. You will help lead multi-channel marketing campaigns (such as email, digital advertising, paid media, and content marketing) with a strong focus on HubSpot marketing automation. You’ll collaborate with sales and product teams to align marketing activities with business goals, driving measurable results in brand awareness, lead generation, and client engagement. KEY RESPONSIBILITIES: Campaign Management & Execution - Plan, develop, and execute integrated marketing campaigns across email, digital advertising, social media, and paid media channels. - Write compelling marketing copy for emails, landing pages, ads, and campaign collateral. - Coordinate campaign calendars, deadlines, and deliverables to ensure timely execution. Email Marketing & Automation - Manage our Martech including, but not limited to ActiveCampaign and HubSpot Marketing Hub to create, schedule, and send targeted email campaigns. - Build and optimize automated workflows for lead nurturing, onboarding, and re-engagement. - Monitor deliverability, engagement, and conversion metrics to improve performance. Digital & Paid Media - Help manage digital advertising campaigns across Google Ads, LinkedIn, Meta, and other platforms. - Develop and optimize ad creative, targeting parameters, and bidding strategies. - Track ROI and adjust campaigns to maximize efficiency and impact. Content & Marketing Support - Collaborate with internal teams to support blog posts, newsletters, and social media content as needed. - Ensure messaging aligns with brand voice and visual identity. - Support the creation of sales enablement materials and event activations as needed. Collaboration & Cross-Functional Support - Partner with Enterprise Sales & Inside Sales to align marketing efforts with lead generation and revenue targets. - Work with design, marketing, and product teams to ensure high-quality campaign assets. - Provide input on marketing technology improvements, processes, and integrations. REQUIRED QUALIFICATIONS Education, Experience & Qualifications: - Bachelor’s degree in Marketing, Communications, or related field (or equivalent experience). - 3–7 years of experience in marketing, preferably in B2B or SaaS environments. - Insurance or healthcare-related experience a plus. - Proven hands-on experience with ActiveCampaign and HubSpot Marketing Hub (email automation, workflows, CRM integration). - Strong copywriting, editing, and content creation skills. - Familiarity with paid media platforms (Google Ads, Meta, LinkedIn) and campaign optimization. - Data-driven mindset with experience in analytics and reporting (Salesforce experience a plus). - Self-motivated, organized, and comfortable working in a fully remote environment. - Ability to work in a fast-paced environment. CORE COMPETENCIES: - Campaign Strategy & Execution - ActiveCampaign and HubSpot Email Marketing - Salesforce & CRM Management - Copywriting & Messaging - Paid Media Optimization - Analytics & Data Interpretation - Project Management - Creative Problem Solving - Collaboration & Communication WHAT SUCCESS LOOKS LIKE: Success in this role is defined by execution, impact, and ownership. You don’t just support marketing—you make it happen and make it better. You will be successful if you: - Consistently deliver campaigns that drive engagement, leads, and measurable ROI - Take full ownership of your work—from idea through execution to optimization - Leverage data to continuously improve performance and efficiency - Operate with speed, precision, and a strong attention to detail - Act as a trusted, responsive partner to Sales and cross-functional teams - Step in, figure it out, and move work forward without waiting for direction This is a role for someone who thrives on doing, improving, and delivering results. Must Haves: - Strong in email marketing - Experience with HubSpot (we love advanced) - Experience with digital campaigns - Strong in lead generation - Strong in data analytics Nice to Haves: - Marketing generalist experience - Copywriting/content writing - Willingness to help: programs, events, social PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Camera presence is required for most all meetings. Ability to travel independently to clients; some air travel may be required. To foster collaboration and team spirit, and although this is primarily a remote position, there is occasion when you will be required to come into the office for meetings and team building activities as well as travel to our various offices for meetings and team building activities. WORK ENVIRONMENT & ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

Title: Client Care Advisor 11 AM - 8 PM EST (Must be Licensed Life, Health) Location: Remote - Alpharetta, GA Job Description: At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work. SUMMARY: The Decisely Client Care Advisor team provides comprehensive day-to-day benefits administration, education, and platform support to clients. This team specializes in troubleshooting system administration issues, collaborating with relevant parties to ensure timely and effective resolution. The Concierge team assists with virtual open enrollment education, factilitate the resolution of health plan-related matters on behalf of plan participants, and maintain a thorough understanding of Decisely's full range of service offerings. Their goal is to provide exceptional support, adhering to Decisely's Service Pillars: Trust, Ease, Accuracy and Compliance, by being a knowledgeable resource and ensuring reliable, accurate information to our clients (internal and external client alike). ESSENTIAL DUTIES AND RESPONSIBILITIES: - · Manage incoming client inquiries through various channels, including phone, chat, and email, delivering prompt and professional responses. - · Assist clients with open enrollment inquiries, providing necessary materials and guidance. - · Troubleshoot and resolve level one application support issues, escalating complex cases to the appropriate teams as needed. - · Accurately track client interactions and activities in Decisely’s CRM (TRAX), ensuring detailed documentation of client inquiries. - · Maintain familiarity with all Decisely services and program offerings including but not limited to a variety of health and wellness solutions, Decisely Recruiter, onboarding and compliance. - · Maintains basic knowledge of the Affordable Care Act and other regulatory health plan requirements including but not limited to COBRA, HIPAA and ERISA. - · Collaborate with other teams to ensure client needs and service expectations are met. - · Stay informed about regulations such as ACA, COBRA, HIPAA, and ERISA to provide accurate information and support. - · Project a professional image in action and appearance while working in a virtual office environment. - · Set priorities and manage workflow for self to ensure all goals are met. KEY COMPETENCIES: - · Demonstrated passion for delivering excellent service and ensuring a positive client experience. - · Strong attention to detail, organizational skills, and time management abilities. - · Knowledge of employee benefit plans including medical (including Medical Essential Coverage plans), dental, vision, life, disability, voluntary worksite plans and services. - · Ability to work in a fast-paced environment and manage multiple tasks efficiently. - · Excellent communication skills, both written and oral, with a focus on client support and service. - · Advanced proficiency with Microsoft Office programs, Agency Management and/or CRM systems. - · Knowledge of health benefits administration and compliance, with a proactive approach to client support. - · Inquisitive nature, eager to understand client needs. - · Ability to work effectively and efficiently both with and without direct supervision. EDUCATION AND/OR EXPERIENCE: - 1-2 years of client service experience, ideally in insurance, benefits, HR, benefits administration, or a broker/agency setting. - Life and Health License required. - A college degree or other professional designation preferred, but not required. - Benefits administration and/or client account management experience preferred. - SaaS technology support experience, preferred. - Valid driver’s license required. - Position continually requires professionalism, problem-solving, teamwork, demonstrated poise, tact, and diplomacy. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. To foster collaboration and team spirit, and although this is primarily a remote position, there is occasion when you will be required to come into the office for meetings and team building activities as well as travel to our various offices for meetings and team building activities. WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

CLIENT CARE ADVISORS/CONCIERGE TEAM (must be Life, Health, Accident/Sickness licensed) Hello Client Client Care Advisory/Future Concierge team memberss: We’re hosting an exclusive Virtual Coffee Chat and would love to meet you! This is a relaxed, engaging opportunity to connect with us, learn more about the role, and explore what makes our culture special. If you’re interested in joining the conversation, simply apply — invitations will be extended to selected candidates. We can’t wait to connect with talented professionals who are ready to make an impact. ABOUT DECISELY: At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work. SUMMARY: The Decisely Client Care Advisor team provides comprehensive day-to-day benefits administration, education, and platform support to clients. This team specializes in troubleshooting system administration issues, collaborating with relevant parties to ensure timely and effective resolution. The Concierge team assists with virtual open enrollment education, factilitate the resolution of health plan-related matters on behalf of plan participants, and maintain a thorough understanding of Decisely's full range of service offerings. Their goal is to provide exceptional support, adhering to Decisely's Service Pillars: Trust, Ease, Accuracy and Compliance, by being a knowledgeable resource and ensuring reliable, accurate information to our clients (internal and external client alike). ESSENTIAL DUTIES AND RESPONSIBILITIES: - · Manage incoming client inquiries through various channels, including phone, chat, and email, delivering prompt and professional responses. - · Assist clients with open enrollment inquiries, providing necessary materials and guidance. - · Troubleshoot and resolve level one application support issues, escalating complex cases to the appropriate teams as needed. - · Accurately track client interactions and activities in Decisely’s CRM (TRAX), ensuring detailed documentation of client inquiries. - · Maintain familiarity with all Decisely services and program offerings including but not limited to a variety of health and wellness solutions, Decisely Recruiter, onboarding and compliance. - · Maintains basic knowledge of the Affordable Care Act and other regulatory health plan requirements including but not limited to COBRA, HIPAA and ERISA. - · Collaborate with other teams to ensure client needs and service expectations are met. - · Stay informed about regulations such as ACA, COBRA, HIPAA, and ERISA to provide accurate information and support. - · Project a professional image in action and appearance while working in a virtual office environment. - · Set priorities and manage workflow for self to ensure all goals are met. KEY COMPETENCIES: - · Demonstrated passion for delivering excellent service and ensuring a positive client experience. - · Strong attention to detail, organizational skills, and time management abilities. - · Knowledge of employee benefit plans including medical (including Medical Essential Coverage plans), dental, vision, life, disability, voluntary worksite plans and services. - · Ability to work in a fast-paced environment and manage multiple tasks efficiently. - · Excellent communication skills, both written and oral, with a focus on client support and service. - · Advanced proficiency with Microsoft Office programs, Agency Management and/or CRM systems. - · Knowledge of health benefits administration and compliance, with a proactive approach to client support. - · Inquisitive nature, eager to understand client needs. - · Ability to work effectively and efficiently both with and without direct supervision. EDUCATION AND/OR EXPERIENCE: - 1-2 years of client service experience, ideally in insurance, benefits, HR, benefits administration, or a broker/agency setting. - Life and Health License required. - A college degree or other professional designation preferred, but not required. - Benefits administration and/or client account management experience preferred. - SaaS technology support experience, preferred. - Valid driver’s license required. - Position continually requires professionalism, problem-solving, teamwork, demonstrated poise, tact, and diplomacy. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. To foster collaboration and team spirit, and although this is primarily a remote position, there is occasion when you will be required to come into the office for meetings and team building activities as well as travel to our various offices for meetings and team building activities. WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

BILINGUAL Client Care Advisor/Concierge-Must be Licensed Life, Health ABOUT DECISELY: At Decisely, we are on a mission to revolutionize the InsurTech industry by delivering innovative solutions that truly make a positive difference, for our clients and our organization! Our commitment to identify and hire the most progressive, diverse, equitable and inclusion talent drives our work culture and product development. We believe in creating a workplace where everyone feels valued, empowered, and inspired to bring their best selves to work. SUMMARY: The Bilingual Decisely Client Care Advisor team provides comprehensive day-to-day benefits administration, education, and platform support to clients. This team specializes in troubleshooting system administration issues, collaborating with relevant parties to ensure timely and effective resolution. The Concierge team assists with virtual open enrollment education, facilitate the resolution of health plan-related matters on behalf of plan participants, and maintain a thorough understanding of Decisely's full range of service offerings. Their goal is to provide exceptional support, adhering to Decisely's Service Pillars: Trust, Ease, Accuracy and Compliance, by being a knowledgeable resource and ensuring reliable, accurate information to our clients (internal and external client alike). ESSENTIAL DUTIES AND RESPONSIBILITIES: - Manage incoming client inquiries through various channels, including phone, chat, and email, delivering prompt and professional responses. - Assist clients with open enrollment inquiries, providing necessary materials and guidance. - Troubleshoot and resolve level one application support issues, escalating complex cases to the appropriate teams as needed. - Accurately track client interactions and activities in Decisely’s CRM (TRAX), ensuring detailed documentation of client inquiries. - Maintain familiarity with all Decisely services and program offerings including but not limited to a variety of health and wellness solutions, Decisely Recruiter, onboarding and compliance. - Maintains basic knowledge of the Affordable Care Act and other regulatory health plan requirements including but not limited to COBRA, HIPAA and ERISA. - Collaborate with other teams to ensure client needs and service expectations are met. - Stay informed about regulations such as ACA, COBRA, HIPAA, and ERISA to provide accurate information and support. - Project a professional image in action and appearance while working in a virtual office environment. - Set priorities and manage workflow for self to ensure all goals are met. KEY COMPETENCIES: - Demonstrated passion for delivering excellent service and ensuring a positive client experience. - Strong attention to detail, organizational skills, and time management abilities. - Knowledge of employee benefit plans including medical (including Medical Essential Coverage plans), dental, vision, life, disability, voluntary worksite plans and services. - Ability to work in a fast-paced environment and manage multiple tasks efficiently. - Excellent communication skills, both written and oral, with a focus on client support and service. - Advanced proficiency with Microsoft Office programs, Agency Management and/or CRM systems. - Knowledge of health benefits administration and compliance, with a proactive approach to client support. - Inquisitive nature, eager to understand client needs. - Ability to work effectively and efficiently both with and without direct supervision. EDUCATION AND/OR EXPERIENCE: - 1-2 years of client service experience, ideally in insurance, benefits, HR, benefits administration, or a broker/agency setting. - Life and Health License required. - A college degree or other professional designation preferred, but not required. - Benefits administration and/or client account management experience preferred. - SaaS technology support experience, preferred. - Valid driver’s license required. - Position continually requires professionalism, problem-solving, teamwork, demonstrated poise, tact, and diplomacy. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to travel independently to clients; some air travel may be required. To foster collaboration and team spirit, and although this is primarily a remote position, there is occasion when you will be required to come into the office for meetings and team building activities as well as travel to our various offices for meetings and team building activities. WORK ENVIRONMENT AND ENVIRONMENTAL CONDITIONS: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. There is no or very limited exposure to physical risk.

ASESOR/a Bilingüe de Atención al Cliente/Concierge-Licencia Requerida SOBRE DECISELY En Decisely, nuestra misión es revolucionar la industria InsurTech mediante soluciones innovadoras que generen un impacto positivo tanto para nuestros clientes como para nuestra organización. Nuestro compromiso de atraer y desarrollar talento diverso, equitativo e inclusivo impulsa nuestra cultura laboral y el desarrollo de nuestros productos. Creemos en crear un entorno donde cada persona se sienta valorada, empoderada e inspirada a dar lo mejor de sí. RESUMEN DEL PUESTO El equipo de Asesores de Atención al Cliente Bilingües de Decisely brinda soporte integral en la administración diaria de beneficios, educación y asistencia en la plataforma a nuestros clientes. Este equipo se especializa en la resolución de problemas administrativos del sistema, colaborando con las áreas correspondientes para garantizar soluciones oportunas y efectivas. El equipo Concierge apoya en la educación virtual durante los procesos de inscripción abierta, facilita la resolución de temas relacionados con planes de salud en nombre de los participantes, y mantiene un conocimiento profundo de todos los servicios ofrecidos por Decisely. El objetivo principal es ofrecer un servicio excepcional alineado con los Pilares de Servicio de Decisely: Confianza, Facilidad, Precisión y Cumplimiento, actuando como un recurso confiable y proporcionando información precisa tanto a clientes internos como externos. RESPONSABILIDADES PRINCIPALES - Gestionar consultas de clientes a través de múltiples canales (teléfono, chat y correo electrónico), brindando respuestas rápidas y profesionales. - Asistir a los clientes durante la inscripción abierta, proporcionando materiales y orientación necesaria. - Diagnosticar y resolver problemas de soporte de nivel uno en aplicaciones, escalando casos complejos cuando sea necesario. - Registrar con precisión las interacciones con clientes en el CRM de Decisely (TRAX), asegurando documentación detallada. - Mantener conocimiento actualizado de todos los servicios y programas de Decisely, incluyendo soluciones de salud y bienestar, reclutamiento, onboarding y cumplimiento. - Conservar conocimientos básicos de la Ley de Cuidado de Salud Asequible (ACA) y regulaciones relacionadas como COBRA, HIPAA y ERISA. - Colaborar con otros equipos para garantizar que las necesidades y expectativas del cliente sean cumplidas. - Mantenerse actualizado sobre normativas regulatorias para brindar información precisa. - Proyectar una imagen profesional en comportamiento y presentación en un entorno de trabajo virtual. - Establecer prioridades y gestionar su propio flujo de trabajo para cumplir con los objetivos establecidos. COMPETENCIAS CLAVE - Pasión demostrada por brindar un servicio excepcional y generar experiencias positivas para el cliente. - Alta atención al detalle, habilidades organizativas y de gestión del tiempo. - Conocimiento de planes de beneficios para empleados: médico (incluyendo MEC), dental, visión, vida, discapacidad y beneficios voluntarios. - Capacidad para trabajar en entornos dinámicos y manejar múltiples tareas eficientemente. - Excelentes habilidades de comunicación verbal y escrita, orientadas al servicio al cliente. - Dominio avanzado de Microsoft Office, sistemas CRM y/o sistemas de gestión de agencias. - Conocimiento en administración de beneficios y cumplimiento regulatorio. - Mentalidad analítica y curiosa para comprender las necesidades del cliente. - Capacidad para trabajar de manera efectiva tanto de forma independiente como en equipo. EDUCACIÓN Y EXPERIENCIA - 1 a 2 años de experiencia en atención al cliente, preferiblemente en seguros, beneficios, recursos humanos o administración de beneficios. - Licencia de Vida y Salud requerida. - Título universitario o certificación profesional preferido, pero no obligatorio. - Experiencia en administración de beneficios y/o gestión de cuentas de clientes es deseable. - Experiencia en soporte de tecnología SaaS es preferida. - Licencia de conducir válida requerida. - Se requiere profesionalismo constante, habilidades de resolución de problemas, trabajo en equipo, tacto y diplomacia. DEMANDAS FÍSICAS Las demandas físicas descritas son representativas de las necesarias para desempeñar las funciones esenciales del puesto. Se pueden realizar adaptaciones razonables para personas con discapacidad. El rol requiere regularmente estar de pie, caminar, sentarse, usar manos y brazos, así como comunicarse verbalmente. Se requiere visión cercana, percepción de color y capacidad de enfoque. Capacidad para viajar de forma independiente; ocasionalmente puede requerirse viajar en avión. Aunque el puesto es principalmente remoto, se requerirá asistir ocasionalmente a la oficina o viajar a otras ubicaciones para reuniones y actividades de equipo. ENTORNO DE TRABAJO El entorno de trabajo presenta un nivel de ruido moderado y exposición mínima a riesgos físicos. Se pueden realizar adaptaciones razonables para garantizar el desempeño exitoso del puesto.