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Welcome to careerforge – Shaping the Future of Member Benefits
At careerforge, we have spent more than six decades delivering trusted, union‑focused benefit solutions to millions of members across the nation. As a 100 % union‑label organization, our legacy is built on integrity, transparency, and an unwavering commitment to the people we serve. Our mission is simple: provide long‑term, permanent benefits that empower union members to thrive both during and after their careers. If you’re passionate about helping others, eager to learn, and ready to launch a rewarding career with limitless upside, you’ve found the right place.
Why This Role Matters
Our Customer Benefits Representative & Coordinator is the frontline champion for members seeking to secure the benefits they deserve. In this entry‑level, fully remote position, you will be the trusted guide who simplifies complex benefit plans, resolves inquiries, and ensures every member feels valued and protected. Your success directly translates into happier members, stronger union partnerships, and a thriving business ecosystem.
Key Responsibilities
- Member Onboarding & Education: Conduct virtual onboarding sessions, explain benefit options, and answer questions with clarity and empathy.
- Benefit Coordination: Assist members in completing applications, processing claims, and navigating eligibility requirements.
- Relationship Management: Build lasting relationships with union representatives, credit unions, and trade associations to foster collaboration.
- Issue Resolution: Investigate and resolve member concerns promptly, escalating complex cases when necessary.
- Data Accuracy: Maintain precise records in our CRM system, ensuring compliance with industry regulations.
- Performance Tracking: Meet and exceed individual and team targets for enrollment, satisfaction scores, and revenue generation.
- Continuous Learning: Participate in weekly training sessions with senior leadership and stay current on product updates.
Essential Qualifications
- Strong verbal and written communication skills; the ability to convey complex information in an easy‑to‑understand manner.
- Self‑motivated, goal‑oriented mindset with a willingness to work independently and as part of a collaborative team.
- Reliable high‑speed internet connection and a Microsoft‑based computer capable of running Zoom, Workplace, and other collaboration tools.
- Coachable attitude – openness to feedback, rapid learning, and adaptation to new strategies.
- Basic computer literacy; familiarity with CRM platforms is a plus but not required.
Preferred Qualifications (Not Mandatory)
- Previous experience in customer service, sales, or benefits administration.
- Knowledge of union structures, labor agreements, or employee benefit programs.
- Experience with remote work environments and virtual communication tools.
- High school diploma or equivalent; an associate degree or higher is advantageous.
Core Skills & Competencies
- Active Listening: Ability to truly hear member concerns and respond with empathy.
- Problem‑Solving: Quick identification of root causes and implementation of effective solutions.
- Time Management: Efficiently juggle multiple member cases while meeting deadlines.
- Tech Savvy: Comfortable navigating digital platforms, video conferencing, and online documentation.
- Sales Acumen: Ability to identify upsell opportunities and guide members toward the best benefit packages.
Career Growth & Learning Opportunities
careerforge believes in promoting from within. Your performance, not tenure, determines advancement. Successful representatives can progress to senior coordination roles, team lead positions, or specialized benefit consulting tracks. In addition to hands‑on mentorship from a dedicated supervisor, you will receive:
- Weekly live training sessions with the organization’s owner and senior leadership.
- Access to an online learning portal featuring modules on benefits law, advanced sales techniques, and leadership development.
- Opportunities to earn industry certifications that enhance your professional credibility.
- Clear career ladders with defined milestones and transparent compensation increments.
Compensation, Perks, & Benefits
We offer a competitive total compensation package designed to reward high performance:
- Base Salary: $54,000 – $110,000 annually, with the potential to exceed this range through uncapped bonuses.
- Weekly & Daily Pay Options: Flexibility to receive earnings on a schedule that suits your financial needs.
- Performance Bonuses: Unlimited bonus opportunities tied directly to enrollment targets and member satisfaction scores.
- Healthcare Coverage: Comprehensive medical, dental, and vision plans for you and eligible dependents.
- Retirement Savings: 401(k) plan with company matching contributions.
- Lifetime Vested Residual Income: Build a lasting legacy through residual commissions that continue to grow.
- Paid Time Off & Holidays: Generous PTO policy to support work‑life balance.
- Remote Work Flexibility: Work from anywhere in Texas—or from abroad—provided you have a suitable home office setup.
Work Environment & Culture at careerforge
Our culture is defined by collaboration, energy, and a shared purpose. As a remote‑first organization, we prioritize:
- Transparent Communication: Regular virtual town halls, open‑door policy with leadership, and real‑time feedback loops.
- Team Camaraderie: Virtual coffee chats, peer‑recognition programs, and occasional in‑person meet‑ups to strengthen bonds.
- Innovation Mindset: Encouragement to propose process improvements and experiment with new outreach strategies.
- Diversity & Inclusion: Commitment to building a workforce that reflects the communities we serve.
- Recognition & Celebration: Frequent acknowledgment of achievements, from daily shout‑outs to quarterly awards.
Location & Remote Work Details
This position is based in Texas, but the role is fully remote. You must have a dedicated workspace that meets our technical requirements, and you will be expected to attend virtual meetings during standard business hours (Central Time). Travel is not required, though occasional regional events may be invited.
Application Process & Next Steps
If you are ready to embark on a high‑impact career with a company that values integrity, growth, and member success, we want to hear from you. To apply:
- Submit your resume and a brief cover letter highlighting why you’re excited about the role.
- Complete the short online assessment to help us understand your communication style.
- Successful candidates will be invited to a virtual interview with the hiring manager and a senior leader.
Don’t miss the chance to join a company ranked among the “Happiest Companies to Work For” and start building a rewarding future today. Apply now and become part of careerforge’s legacy of excellence.
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