WFH / Client Customer Services

Team: Support

Location: US

Commitment: Full-time

Workplace Type: remote

Accountabilities:

• Meet with clients virtually through Zoom and other online platforms, providing professional and personalized support throughout their experience.
• Answer questions about available benefits, services, and coverage options while communicating information clearly and accurately.
• Guide clients through the enrollment process, including assisting with applications and required documentation.
• Build positive client relationships through professionalism, responsiveness, effective communication, and attentive service.
• Maintain accurate client records and complete timely follow-up communications.
• Address client concerns promptly and work toward effective resolutions while maintaining a high standard of customer service.
• Collaborate with teammates to provide a consistent and positive client experience.
• Participate in required training, coaching, virtual meetings, and ongoing professional development.
• Work independently in a remote environment while managing priorities, communications, and daily responsibilities effectively.

Requirements:

• Excellent verbal and written communication skills with a strong customer-service mindset.
• Strong relationship-building, organizational, problem-solving, multitasking, and time-management abilities.
• Positive, professional, coachable, and self-motivated approach to work.
• Ability to work independently while remaining engaged with a virtual team and following established processes.
• Commitment to continuous learning and willingness to participate in training and professional development.
• Previous experience in customer service, call center support, retail, hospitality, healthcare, administrative support, client relations, or account management is helpful but not required.
• Must be at least 18 years of age and legally authorized to work in the United States.
• Must have access to a computer or laptop, reliable high-speed internet, webcam, microphone, and a quiet, professional workspace.
• Must complete required training and, before conducting licensed insurance activities, obtain the appropriate state Life & Health Insurance License.
• Candidates are responsible for applicable pre-licensing coursework, examinations, and state licensing requirements and related expenses, where required.
• Specific licensing requirements, fees, compensation arrangements, and contractor terms may vary by state.

Benefits:

• 100% remote work from anywhere in the United States, with virtual interviews and collaboration.
• Independent contractor opportunity with performance-driven, commission-based compensation; this is not an hourly or salaried position.
• Weekly compensation and opportunities for performance-based bonuses and recognition, subject to applicable contractor and compensation terms.
• Structured onboarding, training, mentorship, licensing guidance, and ongoing professional development.
• Performance-based opportunities for career advancement into leadership and management roles.
• Eligible representatives may have access to a medical reimbursement program and company-provided life insurance.
• Leadership development, recognition programs, incentive travel, and virtual technology and resources may be available.
• Flexible remote environment designed to support independent work and professional growth.