Customer Service Specialist - WFH

Who We Are

For more than six decades, our organization has been a trusted partner to working families across North America. As the only 100% union-labeled supplemental benefits provider in the world, we proudly serve over 40,000 unions and associations throughout the United States, Canada, and beyond.

Our mission is to help individuals and families protect what matters most — their income, health, and financial well-being. When traditional workplace coverage changes or falls short, we’re there to bridge the gap. We believe in doing meaningful work with honesty, professionalism, and heart, ensuring every member receives the guidance and support they deserve.

Every interaction with our clients is handled with care and respect. From explaining program details to processing applications, our team is committed to providing a dependable, compassionate, and high-quality experience that families can count on.

What You’ll Be Doing

In this position, you’ll assist union members who have requested information about their benefits. You’ll guide them through their available options, answer questions, and ensure each individual feels confident and informed in their choices.

Typical responsibilities include:

• Managing incoming and outgoing communications with members who have shown interest in learning more

• Setting up and conducting virtual consultations to review benefits and eligibility

• Providing clear, accurate, and empathetic explanations of available programs

• Completing necessary forms, documentation, and follow-ups

• Maintaining accurate records and ensuring high-quality standards in all processes

• Taking part in ongoing training sessions and mentorship programs to strengthen your professional skills

• Working closely with team leaders and colleagues to maintain smooth communication and consistent service

This role is fully remote, allowing you to work comfortably from home while being part of a supportive, team-oriented environment that’s focused on your long-term success.

Who Thrives Here

We’re looking for people who genuinely enjoy helping others and take pride in doing their work with care and professionalism.
You don’t need a background in this industry — just a positive attitude, a willingness to learn, and a commitment to excellence.

Successful team members are:

• Clear and confident communicators

• Friendly, professional, and respectful in every interaction

• Dependable, organized, and attentive to detail

• Self-motivated with the ability to manage time effectively

• Adaptable and eager to grow through continuous learning

• Comfortable using technology such as Zoom, email, and CRM tools

• Able to legally work in the United States or Canada

Previous experience working with people is a plus, but not required — full training and guidance are provided.

What You’ll Gain

We believe that when you grow, we grow. That’s why we provide an environment that encourages success, rewards consistency, and celebrates achievement.

Here’s what you can expect:

• Comprehensive benefits package available after onboarding

• 100% remote work — complete flexibility to work from home

• Flexible scheduling that supports work-life balance

• Structured training and mentorship from experienced leaders

• Continuous professional development and advancement potential

• Performance-based recognition programs and bonuses

• Annual all-expenses-paid incentive trips to exciting destinations such as Cancun, Las Vegas, and the Bahamas for qualifying team members

We equip you with the tools, training, and encouragement you need to succeed — all while giving you the freedom to design a career that fits your goals and lifestyle.