Job Description

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.

What You'll Be Doing

As part of our client services team, your responsibilities will include:

• Providing clients with benefit and enrollment information
• Confirming eligibility and assisting with required documentation
• Responding to incoming questions and service requests
• Helping clients understand their existing and available coverage
• Reviewing individual needs and identifying appropriate benefit options
• Presenting personalized recommendations using established analysis tools
• Maintaining professional communication throughout the client relationship
• Staying current on program updates, products, procedures, and services through ongoing communication with leadership

What You Can Expect

We provide the training, resources, and support needed to develop within the position.

• Fully Remote Position — work virtually from home
• Complete Training Provided — learn our systems, programs, and client process
• Competitive Earning Opportunity — compensation designed to reward performance
• Career Development — opportunities to grow into additional responsibilities and leadership
• Benefits Eligibility — qualifying benefits available after the first three months
• Flexible Work Environment — designed to support greater balance between professional and personal responsibilities
• Ongoing Support — continued coaching and guidance as you develop in the role

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