Customer Service Associate

About Us

We proudly partner with labor unions, credit unions, and professional associations across North America to ensure their members and families gain access to long-term benefit programs that safeguard their financial well-being and bring lasting peace of mind.

Our purpose is clear — to serve working families with integrity, care, and professionalism
. We’re looking for driven, people-oriented individuals who are eager to grow both personally and professionally while creating a meaningful impact from the comfort of home.

As a Member Benefits Representative, you’ll be the primary point of contact for members who have requested information about their coverage options.

Your role is to walk them through their available benefits, answer their questions, and make sure they fully understand their protection — all within a fully remote work environment
.

• Conduct virtual consultations and phone appointments with members to review their benefit options

• Identify needs and provide clear explanations to help members make informed decisions

• Keep digital records accurate and well-organized

• Collaborate with your team to reach shared performance goals and uphold service standards

• Participate in ongoing training sessions to expand product knowledge and professional skills

• Offer input and suggestions to help enhance the overall member experience

• Must be legally authorized to work in the U.S. or Canada

• High school diploma or equivalent required

• Comfortable using Zoom, email, and other digital tools

• Excellent listening, communication, and interpersonal skills

• Self-driven, disciplined, and able to work independently

• Previous experience in customer service, sales, or fast-paced environments is an asset

• Naturally builds trust and maintains strong relationships

• Reliable, adaptable, and detail-focused

• Works well independently and in a team setting

• Communicates with professionalism, empathy, and confidence

• Comprehensive benefits package including dental, prescription, life, and travel coverage

• Remote work flexibility to align with your lifestyle

• Incentive programs and performance rewards for top achievers

• Career advancement opportunities through leadership training and mentorship

• A supportive, team-oriented culture that values growth and celebrates success