CSR Remote

We’re looking for motivated, personable individuals to join our remote team in a combined customer service and sales role.

In this position, you’ll connect with clients through scheduled virtual appointments, answer questions, explain available benefit options, assist with enrollment, and provide ongoing support.

This opportunity is ideal for someone who enjoys working with people, communicating clearly, and working toward performance-based goals.

No previous industry experience is required. Training, mentorship, and licensing support are provided.

• Connect with clients through phone and Zoom appointments

• Learn about each client’s needs and recommend suitable options

• Explain available programs in a clear and professional manner

• Answer customer questions and provide ongoing assistance

• Help clients complete applications and enrollment

• Follow up with interested and existing clients

• Maintain accurate digital records

• Participate in virtual training and team development

• Strong communication and people skills

• A customer-focused and professional attitude

• Comfortable speaking with clients by phone and video

• Self-motivated and goal-oriented

• Able to work independently in a remote environment

• Comfortable learning new systems and processes

• Willing to complete required licensing

• Previous customer service or sales experience is helpful but not required

• 100% remote work

• Flexible scheduling

• Comprehensive training

• One-on-one mentorship

• Licensing guidance and support

• Qualified client opportunities

• Performance-based compensation

• Bonus and incentive opportunities

• Ongoing professional development

• Advancement into leadership and management roles

This role offers the flexibility to organize your schedule while developing valuable customer service, communication, and sales skills.