Client Service Representative - Work From Home

We’re seeking motivated professionals to join our expanding team and help serve members who rely on us for protection and guidance. In this role, you’ll connect with families virtually, explain their benefit options, and ensure they fully understand how their coverage supports them.

It’s a people-focused position suited for those who value connection, teamwork, and continuous growth. Every conversation you have plays a part in strengthening families’ financial security and peace of mind.

Key Responsibilities

• Conduct virtual consultations with members via Zoom or phone to review and explain benefit programs.

• Build trust and maintain long-term relationships through clear communication and follow-up.

• Collaborate with team members to reach collective performance goals.

• Maintain accurate digital records and complete necessary documentation.

• Share feedback and contribute ideas to improve efficiency and client satisfaction.

Qualifications

• Must be legally eligible to work in the United States.

• High school diploma or equivalent required (post-secondary education an asset).

• Background in customer service, communication, or team-based work preferred but not required.

• Strong comfort with technology (Zoom, digital tools, and online record systems).

• Excellent verbal and written communication skills, with a professional and approachable demeanor.

Additional Qualities for Success

• Team-oriented, collaborative, and open to feedback.

• Adaptable and quick to adjust to changing situations or challenges.

• Organized, dependable, and self-motivated with a strong sense of responsibility.

• Confident when speaking with clients in a virtual setting.

What We Offer

• Comprehensive Benefits: Health, dental, prescription, life insurance, and travel coverage.

• Flexible Work Environment: Remote-first setup that allows you to create a schedule suited to your lifestyle.

• Recognition & Rewards: Performance-based bonuses and company-sponsored trips to destinations such as Cancun, the Bahamas, and Las Vegas.

• Professional Development: Ongoing training, mentorship, and clear pathways for advancement.

• Supportive Culture: A workplace where your contributions are recognized, your growth is encouraged, and your success is celebrated.