Customer Service (Work From Home)

We support individuals and families throughout North America through established relationships with unions, credit unions, and membership-based organizations. Our team works directly with members to help them understand programs available through these relationships and make informed decisions based on their individual needs.

Our continued growth has created opportunities for individuals who are ambitious, dependable, and comfortable working with people. We provide the training, resources, and support needed to develop professionally while building a career in a completely remote environment.

You’ll spend your day speaking with members who have already shown interest and asked to receive additional information. Your responsibility is to guide them through the process, learn what matters most to them, answer their questions, and explain the available solutions in a straightforward way.

This is a relationship-focused position where communication and follow-through matter. You’ll manage conversations from the initial appointment through completion while ensuring every member receives a professional and positive experience.

All appointments and team activities are conducted remotely, allowing you to work from home while remaining connected to your team and leadership.

• →Connect with members through scheduled video and telephone appointments.
• →Ask thoughtful questions to better understand individual needs and priorities.
• →Walk members through available programs and explain information in an easy-to-understand manner.
• →Provide timely follow-up and maintain consistent communication throughout the process.
• →Update electronic files and ensure member information and appointment notes remain accurate.
• →Attend regular team meetings, coaching sessions, and professional development workshops.
• →Work toward individual and team performance goals.
• →Apply feedback and coaching to continuously improve your communication and overall effectiveness.

• Eligible to work in Canada or the United States.
• High school diploma or equivalent.
• Comfortable working with computers, video conferencing, and online communication platforms.
• Strong conversational and interpersonal abilities.
• Able to listen, ask questions, and communicate information effectively.
• Organized and capable of managing your own workload and appointments.
• Consistent, responsible, and comfortable working without constant supervision.
• Previous experience working with customers or clients is beneficial, but training is provided.

• Enjoy meeting new people and building relationships.
• Take initiative instead of waiting to be told what to do.
• Are comfortable receiving feedback and applying what you learn.
• Follow through on commitments and take ownership of your responsibilities.
• Stay organized while managing multiple conversations and appointments.
• Enjoy working toward measurable goals.
• Want an opportunity where increased responsibility can lead to advancement.

• Remote work with the ability to build your career from home.
• Structured onboarding and training to help you learn the role.
• Continued coaching and mentorship as you develop.
• Benefits that may include dental, prescription, travel, and life coverage.
• Performance-based bonuses and recognition opportunities.
• Qualification opportunities for company-sponsored trips and incentives.
• Opportunities to move into leadership and management positions as you gain experience.
• A collaborative team environment where development and achievement are encouraged.

If you’re looking for a position where you can work with people, develop valuable skills, and take greater ownership of your career, this could be the right opportunity for you.

We’re interested in individuals who are willing to learn, put in consistent effort, and grow alongside a team that values strong communication, accountability, and results.

No two career paths look exactly the same here. Your development is driven by your willingness to learn, improve, and take on new challenges.