Customer Service Specialist / Remote

About Our Team

For over six decades, our organization has helped families access supplemental and permanent benefit programs designed to provide financial protection and peace of mind. Through long-standing relationships with unions, associations, and member-based groups across North America, we are committed to delivering dependable support with professionalism, integrity, and care.

Our purpose is to help members better understand their options and feel confident about the protection available to them and their families.

Position Overview

We are seeking motivated individuals who enjoy working with people, communicating clearly, and providing a positive client experience. In this role, you will assist union members who have requested information about available benefit programs and guide them through a simple virtual consultation process.

You will be responsible for connecting with members, answering questions, reviewing benefit options, scheduling appointments, completing digital documentation, and ensuring all information is handled accurately and professionally.

This opportunity is well-suited for someone who is organized, reliable, and comfortable building relationships in a remote environment.

Responsibilities

• Your day-to-day responsibilities may include:
• Managing inbound and outbound communication with members.
• Scheduling and conducting virtual appointments by phone or video.
• Explaining available benefit programs in a clear and professional way.
• Providing support and answering questions throughout the process.
• Completing applications, forms, and required documentation.
• Maintaining accurate records and following quality control standards.
• Participating in training, mentorship, and leadership development opportunities.

What We Offer

• A long-term career path with opportunities for growth and leadership.
• Flexible scheduling options to support work-life balance.
• A fully remote, work-from-home environment.
• Residual income opportunities through renewals.
• Comprehensive health benefits for you and your family.
• Hands-on training and one-on-one mentorship.
• Annual company-sponsored travel incentives, with past destinations including Puerto Rico, Cancun, Disney, Las Vegas, and the Bahamas.

Qualifications

• Strong communication and interpersonal skills.
• Good organization, time management, and follow-through.
• High school diploma required; post-secondary education is an asset.
• Previous experience in customer service, retail, sales, or other client-facing roles is helpful but not required.