Enrollment Specialist -Remote

 Posted a month ago
  
 Canada
  
 60000 - 95000 per year
  
0-2 years experience
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AI Summary

Guide Canadian clients through the enrollment process and educate them on protection options for their families. Manage applications, verify eligibility, and provide ongoing policy support while maintaining records in a CRM.

Location: Remote — Canada

Employment Type: Full-Time

ROLE SUMMARY

We are seeking passionate, hard-working individuals who want to build a career with meaning. As a Enrollment Specialist, you will guide Canadians through the process of enrolling — helping them understand their options and take an important step toward protecting their families. We welcome candidates from all professional backgrounds.

KEY RESPONSIBILITIES

• Conduct virtual enrollment consultations with clients across Canada

• Educate clients

• Complete applications accurately and in compliance with all regulatory requirements

• Verify client eligibility and process enrollment documentation with attention to detail

• Provide ongoing support to existing policyholders including coverage reviews and policy updates

• Stay current on products and provincial regulations

• Track client interactions and enrollment progress in the company CRM

• Participate in regular team training and group coaching sessions

WHAT WE ARE LOOKING FOR

• Self-motivated with a strong sense of personal accountability

• Clear, professional communication skills — written and verbal

• Detail-oriented with a commitment to accuracy

• Comfortable working independently from a remote environment

• Hardworking, reliable, and eager to grow professionally

• Reliable internet connection and a quiet home workspace

NICE TO HAVE

• Experience in a customer-facing or administrative role (any background considered)

• Comfort navigating digital tools and video conferencing platforms

TRAINING, MENTORSHIP & REWARDS

We provide comprehensive virtual training, one-on-one mentorship, and a full support system to ensure you are set up for success. We recognize and reward the hard work and dedication of every member of our team

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