Customer Service Associate

We work alongside labor unions, credit unions, and professional associations throughout North America to help their members and families access permanent benefit programs that provide lasting financial protection and peace of mind.

Our mission is simple — to support working families with integrity, care, and professionalism. We’re seeking motivated, people-centered individuals who want to grow personally and professionally while making a meaningful impact from home.

Role Overview

In this position, you’ll connect with members who have requested information about their available benefits. You’ll guide them through their options, answer questions, and ensure they receive the protection and clarity they need — all in a fully virtual environment.

Key Responsibilities

• Conduct virtual consultations and phone meetings to review member benefit options

• Listen carefully, assess needs, and provide clear, accurate explanations

• Keep all digital documentation organized and up to date

• Collaborate with your team to achieve shared goals and maintain service quality

• Take part in training and development programs to strengthen professional skills

• Share ideas and feedback to help improve the overall member experience

Requirements

• Legally eligible to work in the United States or Canada

• High school diploma or equivalent required

• Comfortable using Zoom and digital communication tools

• Strong communication and active-listening skills

• Self-motivated, reliable, and able to work independently

• Experience in people-facing or fast-paced roles is an asset

Preferred Traits

• Genuine ability to build trust and maintain positive relationships

• Adaptable, dependable, and detail-oriented

• Collaborative team player with accountability and initiative

• Professional communicator with empathy and composure

What’s Offered

• Comprehensive benefits package — including dental, prescription, travel, and life coverage

• Remote work flexibility with a schedule that fits your lifestyle

• Incentive rewards and recognition programs for top performers

• Career growth opportunities through ongoing mentorship and leadership training

• Supportive and inclusive culture that values teamwork and celebrates success

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