Customer Service Associate

About Us

For over six decades, we’ve been proud to stand beside
working families across North America
, partnering with
labor unions, credit unions, and professional associations
to ensure their members and loved ones have access to
long-term benefit programs
that protect what matters most — their financial stability, health, and peace of mind.

Our mission is deeply rooted in service. We exist to
support hardworking people with integrity, compassion, and professionalism
, helping them make confident decisions about their financial futures. Every conversation, every consultation, and every policy represents an opportunity to create meaningful impact for the families we serve.

As we continue to grow, we’re seeking
motivated, people-centered individuals
who are eager to make a difference — not just in the lives of others, but in their own. Whether you’re looking to build a lasting career, strengthen your leadership abilities, or simply work in a role where purpose meets flexibility, this is a place where you can truly thrive.

This is a
remote position
, offering the freedom to work from home while still engaging directly with people across North America. You’ll play a vital role in ensuring that families receive the financial education, guidance, and reassurance they need during key moments in their lives.

• Conduct
  virtual consultations and phone appointments
  to review and explain benefit options

• Assess each member’s unique needs
  and provide personalized, easy-to-understand guidance

• Maintain
  accurate, organized digital records
  and ensure all documentation is completed properly

• Collaborate closely with your team
  to meet shared performance and service goals

• Participate in
  ongoing training and professional development sessions
  to continually enhance your product knowledge, communication skills, and leadership potential

• Share ideas and feedback to help
  improve processes, client satisfaction, and overall efficiency

• Must be
  legally eligible
  to work in the United States or Canada

• High school diploma or equivalent
  required

• Proficient using
  Zoom, email, and other online communication tools

• Exceptional
  listening, communication, and interpersonal skills

• Highly
  self-motivated, organized, and dependable

• Comfortable working
  independently in a remote environment

• Prior experience in
  customer service, sales, or client relations
  is a plus but not required

The ideal candidate is someone who:

• Naturally builds
  trust and rapport
  with others

• Is
  adaptable, consistent, and detail-oriented

• Balances independence with strong
  team collaboration skills

• Communicates with
  empathy, professionalism, and confidence

• Seeks continuous
  growth, feedback, and self-improvement

We believe in rewarding excellence, effort, and integrity. When you join our team, you’ll gain access to:

• A
  comprehensive benefits package
  , including dental, prescription, life, and travel insurance

• Full
  remote work flexibility
  , allowing you to design a schedule that fits your lifestyle

• Performance-based incentives and rewards
  for achieving goals and exceeding expectations

• Career growth opportunities
  through mentorship and structured leadership development programs

• A
  positive, supportive, and inclusive culture
  that celebrates individual and team success

This is more than just another job — it’s a career that allows you to grow, contribute, and make a difference every single day. You’ll have the chance to
help protect families
, develop lifelong professional skills, and join a company that values both
personal success and collective purpose
.

Here, your work matters. Your growth is encouraged. And your achievements are celebrated.
If you’re ready to build a future that combines flexibility, purpose, and lasting impact — we’d love to hear from you.