Meridio

Coverage Strategist

Remote - United States

Sponsorship not specifiedDetected 22 days ago

HubSpotProcess ImprovementOnboardingCustomer SuccessCommunicationCollaboration

About the role

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
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."

Support plan strategy, carrier fit, contribution structure, and choice-plan considerations.
Create and improve SOPs, handoff templates, checklists, and internal documentation.
Partner with Sales and Client Success to validate plan strategy, contribution details, and setup readiness.

Ability to work cross-functionally and influence without direct authority.
Experience creating SOPs, process documentation, templates, or internal enablement resources.
Familiarity with HubSpot, Rippling, Employee Navigator, carrier portals, or similar systems.
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.
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.
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.

Partner with Sales to review new opportunities and validate the proposed benefits strategy.
Serve as a benefits strategy resource for deals that need deeper insurance or carrier knowledge.
Reduce avoidable back-and-forth between Sales, Benefits, Customer Success, and Operations.
Support carrier-facing work related to plan readiness, group setup, and benefits strategy.
Translate carrier and benefits requirements into clear next steps.
Identify recurring issues in plan setup, carrier workflows, or customer education.
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.
Meridio is a remote-first company on a mission to make health benefits for small businesses simple, affordable, and accessible.

Help customers and internal teams understand key decisions, tradeoffs, and next steps.
Begin owning implementation readiness for selected customers or deal types.

This listing is sourced directly from Meridio's careers page and normalized into a canonical job model.