Coverage Strategist

Meridio

13d•Remote

About The Position

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.

Requirements

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.

Responsibilities

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.
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.
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.
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.
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.