Customer Service Representative / WFH

Are you adaptable, driven, and excited about the opportunity to work remotely? Join our team as a Remote Benefits Specialist and help guide clients in securing financial protection through insurance benefits. Prior experience in insurance sales is a plus, but we're open to candidates from all backgrounds. Your ability to learn, connect with people, and assist them in making informed decisions is what we value most.

What You'll Do:
 

• Client Engagement: Schedule and conduct virtual appointments using company-provided leads
• Benefit Analysis: Conduct benefits assessments via Zoom, educate clients, identify additional needs, and assist in the qualification process
• Sales and Underwriting: Close sales, complete underwriting, and ensure applications are accurate
• Compliance: Stay updated with insurance rules and regulations
• Team Collaboration: Work closely with supervisors, managers, and customer service teams
• Goal Achievement: Consistently meet daily, weekly, and monthly sales goals
   

Key Responsibilities:
 

• Multichannel Communication: Engage with clients via phone, email, and text
• Active Listening: Understand client needs and offer personalized solutions
• Record Keeping: Maintain organized and accurate records
• Continuous Learning: Stay informed on industry trends and company offerings
   

Essential Skills:
 

• Coachability : A willingness to learn, adapt, and tackle new challenges
• Independence: Ability to work independently while being a team player
• Customer Focus: Strong customer service skills
• Experience: Insurance sales experience is a plus but not required
• Remote Work Skills: Self-motivated, organized, and able to manage time effectively
   

What We Offer:
 

• Remote Flexibility: Work from home while contributing to a dynamic team
• Advancement Opportunities: Learn the industry and grow within the company
• Collaborative Culture: Be part of an innovative and inclusive team
• Development Resources: Access to coaching, training, and mentorship to support your growth
   

Requirements:
 

• Reside in ON, AB, BC. NL 
• Be at least 18 years old
• Hold a high school diploma or equivalent
• Be able to complete state-specific insurance licensing requirements
   

How to Apply: Submit your resume and apply. Qualified candidates will be contacted to watch a career overview video, followed by a preliminary phone interview.