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You will connect with clients via phone and video to assess their benefit needs and guide them through the enrollment process. Additionally, you will maintain accurate client records and participate in ongoing professional development and training.
We are expanding our remote team and looking for motivated, service-focused individuals who enjoy helping people and communicating with clients. In this role, you will work with individuals and families who have requested information about available benefit programs, helping them understand their options and guiding them through the next steps.
The position combines customer service, client support, and sales in a virtual environment. Training and ongoing mentorship are provided, making this an opportunity for both experienced professionals and individuals looking to develop new skills.
Our organization serves members and families connected with thousands of labor unions, associations, and professional groups throughout North America. These relationships provide access to a large and established client base, with members seeking information about supplemental and permanent benefit options.
Rather than traditional door-to-door prospecting, representatives focus on communicating with clients, conducting virtual appointments, providing benefit information, and maintaining long-term relationships through ongoing service.
Your day-to-day responsibilities may include:
We're looking for individuals who are dependable, personable, and comfortable working with people in a remote environment.
Previous industry experience is not required. Training and continued support are provided to help new team members learn the systems, responsibilities, and skills needed for the position.
Our recruiting and interview process is conducted remotely. Qualified applicants will be invited to participate in a virtual interview where they can learn more about the opportunity, responsibilities, training process, and expectations of the role.
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