Role Summary

Meridio is a remote-first company on a mission to make health benefits for small businesses simple, affordable, and accessible. We’re looking for a Coverage Strategist to make sure customers are set up for success before onboarding begins. This role reports to the Senior Coverage Strategist and partners closely with Sales, Benefits, Client Success, and Implementation.

You’ll help validate the benefits strategy, pressure-test the details, and create a cleaner handoff from Sales into Implementation. This is a high-impact role for someone who understands benefits, loves details, and can create clarity in the messy middle between “we sold it” and “we launched it.”

If you enjoy untangling complex benefits situations, reducing confusion, and making processes better than they were yesterday, we’d love to meet you.

What You’ll Do

Benefits Strategy & Deal Readiness

Partner with Sales to review new opportunities and validate the proposed benefits strategy.
Support plan strategy, carrier fit, contribution structure, and choice-plan considerations.
Identify potential risks, gaps, or customer confusion before implementation begins.
Help customers and internal teams understand key decisions, tradeoffs, and next steps.
Serve as a benefits strategy resource for deals that need deeper insurance or carrier knowledge.

Implementation Preparation

Prepare clean, complete implementation details after plan selection.
Confirm key setup items like employer profile details, plan selections, contribution strategy, census details, and carrier requirements.
Help ensure applications, profiles, and handoff materials are accurate and ready for the next step.
Reduce avoidable back-and-forth between Sales, Benefits, Customer Success, and Operations.

Carrier & Plan Support

Support carrier-facing work related to plan readiness, group setup, and benefits strategy.
Review plan options, contribution details, and setup requirements for accuracy.
Translate carrier and benefits requirements into clear next steps.
Identify recurring issues in plan setup, carrier workflows, or customer education.

Process Improvement & Documentation

Create and improve SOPs, handoff templates, checklists, and internal documentation.
Identify workflow gaps between Sales, Benefits, Customer Success, and Operations.
Build scalable processes for choice deals, small group workflows, carrier readiness, and employer education.
Turn recurring issues into better documentation, clearer expectations, and smoother handoffs.

Cross-Functional Collaboration

Partner closely with Sales, Benefits, Client Success, Operations, and Product.
Communicate risks, open items, and process gaps clearly and proactively.
Bring a solutions-oriented mindset to complex customer situations.
Help create a more consistent customer journey from sales conversation to benefits launch.

30/60/90 Outcomes

30 Days

Learn Meridio’s product, customer journey, sales process, benefits workflows, and implementation process.
Understand current handoffs between Sales, Benefits, Client Success, and Operations.
Shadow customer onboarding, plan strategy, carrier, and implementation conversations.
Begin reviewing customer scenarios and supporting internal teams with guidance.

60 Days

Begin owning implementation readiness for selected customers or deal types.
Partner with Sales and Client Success to validate plan strategy, contribution details, and setup readiness.
Prepare clear handoff materials that reduce confusion and rework.
Contribute improvements to SOPs, checklists, and documentation.
Build trusted working relationships across Sales, Benefits, Client Success, and Operations.

90 Days

Own the benefits strategy and implementation-readiness workflow for assigned customers or deal types.
Improve the quality and consistency of handoffs from Sales to Implementation.
Help reduce repeat conversations, avoidable customer confusion, and downstream operational issues.
Become a trusted internal partner for benefits strategy, carrier readiness, and implementation planning.
Drive process improvements that create a smoother, more scalable customer experience.

What Great Looks Like

Customers enter implementation with clear expectations, accurate details, and fewer open questions.
Internal teams have the information they need to move quickly and confidently.
Plan selections, contributions, carrier requirements, and setup items are reviewed carefully.
Small groups and choice-plan customers have a smoother, more thoughtful experience.
Recurring issues become better processes, templates, and documentation.
Handoffs feel organized, complete, and easy to act on.
The role becomes a trusted bridge between customer strategy and operational execution.

Qualifications

Must-Haves

4+ years of experience in employee benefits, benefits administration, insurance operations, implementation, customer success, broker support, carrier operations, or a related field.
Strong understanding of group health benefits, plan design, employer contributions, eligibility, enrollment, and carrier workflows.
Ability to translate complex benefits concepts into clear, practical guidance.
Exceptional attention to detail and comfort managing complex customer information.
Strong written and verbal communication skills.
Ability to work cross-functionally and influence without direct authority.
High ownership, strong judgment, and comfort operating in a fast-moving environment.
Active health and life insurance license, or willingness and ability to obtain required licensing within 90 days of hire.

Nice-to-Haves

Experience with small group benefits, level-funded plans, fully insured plans, PEOs, or broker/carrier workflows.
Experience supporting implementation, onboarding, or customer operations in benefits, HR tech, insurance, or healthcare.
Experience creating SOPs, process documentation, templates, or internal enablement resources.
Familiarity with HubSpot, Rippling, Employee Navigator, carrier portals, or similar systems.
Startup or high-growth company experience.