About the Role
We are seeking motivated and dependable individuals to join a remote client services team. This position focuses on helping individuals and families understand their available benefit options, answering questions, guiding clients through applications and enrollment, and providing ongoing support.
You will communicate with clients through scheduled phone calls and virtual meetings, explain benefit programs and coverage information, and assist with documentation and service requests. No previous industry experience is required, as training, coaching, and ongoing support are provided to help you learn the role and develop professionally.
Key Responsibilities
Host scheduled phone and video appointments with clients.
Discuss clients’ needs and priorities to understand how to assist them.
Review available benefit programs and coverage information.
Answer client questions clearly and professionally.
Guide clients through the application process.
Assist with enrollment and required documentation.
Support existing clients with benefit reviews, updates, and service requests.
Follow up after appointments when additional assistance is needed.
Maintain organized and accurate client records.
Build trusted client relationships through consistent communication.
Participate in virtual training, coaching, and team development.
Required Qualifications
Strong verbal communication skills and a professional approach.
A genuine interest in helping people and providing quality service.
Comfort communicating with clients by phone and video.
Ability to stay organized and manage schedules independently.
Initiative, accountability, and consistent follow-through.
Willingness to learn new technology and online platforms.
Ability to respond positively to training, feedback, and coaching.
Willingness to complete any licensing requirements associated with the position.
Preferred Qualifications
Experience in customer service, hospitality, retail, sales, or another client-focused environment may be helpful but is not required.
Compensation and Benefits
Work-from-home arrangement in a fully remote environment.
Flexible scheduling to help manage the workday.
Step-by-step training on the role, systems, and client processes.
Ongoing mentorship, coaching, and guidance.
Performance-based compensation, with earning opportunities tied to results.
Additional incentives, including potential bonuses and performance recognition.
Opportunities to strengthen communication, client service, and sales skills.
Career growth opportunities with the potential to take on additional responsibilities.
Leadership advancement opportunities for strong performers.
Virtual team support in a collaborative and motivated environment.
Location and Work Arrangement
This is a fully remote position involving virtual client communication through scheduled phone calls and online meetings. Flexible scheduling is offered, with the role supported by virtual training, mentorship, and team collaboration.
Application Process
Interested candidates can submit an application to learn more about the position and the virtual interview process.