Entry Level Customer Service (WFH)

Location: Remote

Who We Are

Our organization works alongside unions, credit unions, and established membership groups throughout North America, helping individuals and families access programs intended to provide additional protection and financial confidence.

Our focus goes beyond simply providing information. We believe members should have someone who can listen to their concerns, answer their questions, and make complicated information easier to understand. Every interaction is approached with professionalism, respect, and attention to the individual.

As our member base continues to expand, were adding driven and personable professionals to our remote team. Were looking for individuals who enjoy working with people, are eager to develop new skills, and want an opportunity where their performance can lead to greater responsibility and career advancement.

What the Position Looks Like

Youll work directly with members who have expressed interest in learning more about programs available to them.

Through scheduled virtual conversations, youll learn about each members circumstances, explain relevant options, answer questions, and help make the process as straightforward as possible.

Because the position is fully remote, youll handle appointments, communication, documentation, and team collaboration online. Youll have independence in your day-to-day work while receiving ongoing guidance, coaching, and support from your team.

Your Responsibilities

• Meet with members through video conferencing and telephone appointments.
• Ask questions and listen carefully to understand individual priorities.
• Present available information in a clear and professional manner.
• Help members navigate their options and make informed choices.
• Maintain accurate electronic notes, files, and documentation.
• Follow up with members and provide continued assistance when needed.
• Participate in regular team meetings, coaching, and skills development.
• Work collaboratively toward individual and team objectives.
• Help identify ways to improve communication, organization, and the overall member experience.

What Were Looking For

• Authorized to work in Canada or the United States.
• High school diploma or equivalent.
• Comfortable working with Zoom, email, online scheduling, and other digital platforms.
• Strong listening and conversational skills.
• Professional and comfortable communicating with different personalities.
• Organized, dependable, and capable of managing responsibilities independently.
• Willing to learn and receptive to coaching and feedback.
• Previous customer-facing experience can be helpful, but industry experience is not required.

People Who Thrive in This Role

Successful team members tend to be individuals who:

• Enjoy building relationships and speaking with new people.
• Take ownership of their responsibilities and follow through.
• Approach conversations with patience and professionalism.
• Can stay focused and productive while working remotely.
• Welcome feedback and continually look for ways to improve.
• Enjoy working toward goals and measuring their progress.
• Want to develop professionally and take on greater responsibilities over time.

What Youll Have Access To

• Fully remote work with increased flexibility and independence.
• Structured onboarding and continued professional training.
• Individual coaching and ongoing mentorship.
• Benefits that may include life, dental, prescription, and travel coverage.
• Performance-based bonuses and additional incentive opportunities.
• Recognition and travel opportunities for qualifying achievements.
• Professional development designed to prepare interested team members for future leadership roles.
• A collaborative environment focused on development, accountability, and shared achievement.

Take the Next Step

If youre looking for an opportunity where you can work with people, develop professionally, and build toward something long term, wed like to hear from you.

Youll have the opportunity to make meaningful connections while developing skills that can support your growth throughout your career.

Were looking for people who bring initiative, consistency, professionalism, and a willingness to learn. Well provide the training and support to help you build from there.

Apply today to learn more about joining our growing remote team.