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The specialist will provide clients with benefit and enrollment information while confirming eligibility and assisting with documentation. They will also respond to service requests and present personalized benefit recommendations to clients.
For more than seven decades, our organization has focused on helping working individuals and families better understand and access financial protection designed around their needs.
Operating across the United States, Canada, and New Zealand, we serve members of unions, credit unions, associations, and other participating groups. Our approach emphasizes personalized service, clear communication, and long-term relationships with the families we support.
Representatives work directly with clients to review available programs, answer questions, and provide guidance based on each household's individual circumstances.
As part of our client services team, your responsibilities will include:
We provide the training, resources, and support needed to develop within the position.
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