Customer Service Rep (WFH)
About the Opportunity
For over 60 years, our organization has supported working families by providing supplemental benefit programs through partnerships with unions, associations, and member-based groups across North America and internationally.
Our mission is to help individuals and families better understand the benefit options available to them, especially when traditional workplace coverage may not provide complete protection. We focus on delivering clear information, reliable support, and a professional experience from the first conversation through the completion of each application.
We believe in doing meaningful work, treating people with respect, and helping members feel confident when reviewing their available coverage options.
What You’ll Do
In this role, you will connect with union members and association members who have requested information about their benefit programs. You will guide them through available options, answer questions, and help ensure all required information is reviewed and completed accurately.
Daily responsibilities include:
Managing inbound and outbound calls with members who have requested information
Scheduling and conducting virtual appointments to review benefit options
Explaining programs, eligibility, and next steps in a clear and professional manner
Assisting with forms, applications, and required documentation
Maintaining accurate digital records and ensuring completed files are reviewed properly
Participating in training, coaching, and mentorship sessions
Working closely with team members and leadership to provide consistent member support
This is a fully remote position where you will use online systems, phone communication, and video meetings to support members from start to finish.
Who We’re Looking For
This opportunity is ideal for someone who enjoys helping people, communicates clearly, and takes pride in providing a positive and professional experience.
We are looking for individuals who are:
Strong communicators with great listening skills
Professional, patient, and respectful
Organized and detail-oriented
Reliable, motivated, and open to learning
Comfortable using computers, online forms, and video meeting platforms
Able to work well independently and as part of a team
Legally authorized to work in the U.S. or Canada
Previous customer service, sales, administrative, or client-facing experience is helpful, but not required. Full training is provided.
What We Provide
We offer a supportive remote work environment with training, mentorship, and long-term growth opportunities.
You’ll receive:
Full benefits package after onboarding
100% remote work opportunity
Flexible scheduling options
Professional development and advancement opportunities
Complete training program with ongoing mentorship
Support from an experienced leadership team
Annual incentive trips for qualifying team members to destinations such as the Bahamas, Cancun, and Las Vegas
We provide the systems, training, and guidance needed to help you succeed while giving you the flexibility to build a long-term career from home.
For over 60 years, our organization has supported working families by providing supplemental benefit programs through partnerships with unions, associations, and member-based groups across North America and internationally.
Our mission is to help individuals and families better understand the benefit options available to them, especially when traditional workplace coverage may not provide complete protection. We focus on delivering clear information, reliable support, and a professional experience from the first conversation through the completion of each application.
We believe in doing meaningful work, treating people with respect, and helping members feel confident when reviewing their available coverage options.
What You’ll Do
In this role, you will connect with union members and association members who have requested information about their benefit programs. You will guide them through available options, answer questions, and help ensure all required information is reviewed and completed accurately.
Daily responsibilities include:
Managing inbound and outbound calls with members who have requested information
Scheduling and conducting virtual appointments to review benefit options
Explaining programs, eligibility, and next steps in a clear and professional manner
Assisting with forms, applications, and required documentation
Maintaining accurate digital records and ensuring completed files are reviewed properly
Participating in training, coaching, and mentorship sessions
Working closely with team members and leadership to provide consistent member support
This is a fully remote position where you will use online systems, phone communication, and video meetings to support members from start to finish.
Who We’re Looking For
This opportunity is ideal for someone who enjoys helping people, communicates clearly, and takes pride in providing a positive and professional experience.
We are looking for individuals who are:
Strong communicators with great listening skills
Professional, patient, and respectful
Organized and detail-oriented
Reliable, motivated, and open to learning
Comfortable using computers, online forms, and video meeting platforms
Able to work well independently and as part of a team
Legally authorized to work in the U.S. or Canada
Previous customer service, sales, administrative, or client-facing experience is helpful, but not required. Full training is provided.
What We Provide
We offer a supportive remote work environment with training, mentorship, and long-term growth opportunities.
You’ll receive:
Full benefits package after onboarding
100% remote work opportunity
Flexible scheduling options
Professional development and advancement opportunities
Complete training program with ongoing mentorship
Support from an experienced leadership team
Annual incentive trips for qualifying team members to destinations such as the Bahamas, Cancun, and Las Vegas
We provide the systems, training, and guidance needed to help you succeed while giving you the flexibility to build a long-term career from home.