Customer Success Associate - Remote

About Us

We are more than a benefits organization — we are a team built around purpose, service, and long-term impact. For more than 60 years, we have worked with families across North America to help them better understand their options and protect what matters most.

Our culture is built on people first. We believe success comes from strong mentorship, personal development, and doing business with honesty and care. Team members are encouraged to grow, take initiative, support one another, and build careers that offer both flexibility and meaning.

Through our relationships with unions, associations, and member-based groups, we are able to support working families throughout the U.S. and Canada. Each conversation is an opportunity to provide clarity, confidence, and peace of mind to the people who rely on these programs.

The Opportunity

This role gives you the chance to make a meaningful difference while building valuable professional skills. You will connect with individuals and families who have requested information about their available benefits and help guide them through the process.

Your focus will be on listening, answering questions, explaining options clearly, and helping each client feel confident about their decisions. This is not about pressure or aggressive sales tactics. It is about providing helpful guidance, building trust, and supporting families with professionalism and care.

As you grow in the role, you will also have the opportunity to develop leadership skills, receive mentorship, and build a long-term career path in a remote environment.

What You’ll Do

• Build strong relationships with clients through clear communication and consistent follow-up.
• Help families understand available benefit options in a simple and professional way.
• Answer questions and provide support throughout the client process.
• Offer guidance with patience, empathy, and attention to detail.
• Work with leadership to improve systems, client experience, and team performance.
• Participate in training, coaching, and ongoing development to continue improving your skills.

What We’re Looking For

• Strong communication and people skills.
• A genuine interest in helping individuals and families.
• Self-motivation, reliability, and the ability to work independently from home.
• Good organization and follow-through.
• A positive attitude and willingness to learn.
• Previous experience in customer service, sales, or insurance is helpful, but not required.
• Must be legally eligible to work in the U.S. or Canada.

What You’ll Receive

• Remote flexibility with the ability to work from anywhere.
• Weekly pay with additional monthly performance-based bonuses.
• Step-by-step training and mentorship to help you get started.
• Opportunities for advancement into leadership roles.
• A supportive team culture focused on growth, collaboration, and personal development.
• The chance to do meaningful work that helps families feel more secure about their future.