Client Service Representative - Work From Home

About the Role

Day-to-day, you will host virtual appointments with members to review their benefit programs, answer questions, and resolve concerns. You will work closely with your teammates to achieve shared performance goals and contribute ideas to enhance the client experience and streamline processes. If you are a motivated individual looking for a career that makes a difference, this could be the perfect opportunity for you.

Our company has been partnering with unions, credit unions, and associations for decades to deliver reliable permanent benefits to their members. Our purpose is simple: to protect working families and their children by ensuring they have access to the security and support they need. As we continue to grow, we are looking for talented individuals to join our team and help us make a positive impact.

What You Will Do

• Host virtual appointments with members to review their benefit programs
• Work with teammates to achieve shared performance goals
• Answer questions and resolve concerns from members
• Maintain strong client relationships and ensure accuracy in documentation and record-keeping
• Contribute ideas during team meetings to enhance the client experience and streamline processes
• Provide ongoing service and support to members
• Stay up-to-date with changes in benefit programs and communicate these changes to members
• Collaborate with the team to identify areas for improvement and implement solutions
• Participate in training and development opportunities to improve skills and knowledge

What We Are Looking For

• Authorization to work in the U.S.
• High school diploma or equivalent (additional education is an asset)
• Experience in customer service, sales, or team-based roles is an advantage (not required)
• Comfortable using Zoom and digital tools with strong attention to detail
• Excellent listening and communication skills — both written and verbal
• Ability to work in a fast-changing environment and adapt to new situations
• Strong organizational habits and personal accountability
• Team-first attitude with strong collaboration abilities

Nice to Have

• Experience with Excel or other spreadsheet software
• Knowledge of benefit programs and insurance industry
• Experience working in a remote or flexible work environment

Benefits and Perks

• Full benefits package including dental, prescription coverage, travel insurance, and life benefits
• Remote-first flexibility — design a schedule that works for you
• Performance rewards including bonuses and company-paid trips
• Career growth through structured training, leadership development, and advancement opportunities
• Supportive culture where you’re recognized, valued, and set up to succeed
• Opportunities for professional development and continuous learning

• Make sure to highlight your excellent communication skills and experience with customer service in your application.
• Practice using digital tools like Zoom and develop your ability to work in a fast-changing environment.
• Be prepared to provide examples of times when you had to adapt to new situations and collaborate with a team to achieve a goal.
• Consider creating a portfolio that showcases your skills and experience, even if it’s not directly related to the role.
• Don’t be afraid to ask questions during the interview process — it shows you’re interested in the role and willing to learn.
• Research the company culture and values to ensure they align with your own goals and expectations.