Customer Experience Representative - Remote

About the Company

Spade Recruiting is seeking motivated and customer-focused professionals to join its remote customer experience team. The company is committed to helping individuals and families make informed coverage decisions while providing employees with comprehensive training, career development opportunities, and a collaborative work environment focused on long-term success.

About the Role

The Customer Experience Representative is responsible for meeting with prospective and existing clients through virtual appointments, understanding their needs, recommending personalized coverage solutions, and providing exceptional support throughout the enrollment process. This fully remote position is ideal for individuals who enjoy building relationships, delivering outstanding customer service, and growing their careers.

Location: Columbus, Ohio, United States (Remote)

Responsibilities

• Meet with prospective and existing clients through scheduled virtual appointments.
• Build strong, professional relationships with clients.
• Understand each client's unique needs and goals.
• Provide personalized guidance and recommendations.
• Deliver exceptional customer service throughout every interaction.
• Ensure a positive and professional client experience.
• Educate clients on available plans, features, and benefits.
• Recommend coverage solutions based on individual needs.
• Guide clients through the enrollment process.
• Answer client questions with confidence and accuracy.
• Ensure all enrollment activities are completed smoothly.
• Support clients before, during, and after enrollment.
• Maintain accurate client records and documentation.
• Manage follow-up communications with clients.
• Foster long-term client relationships through ongoing support.
• Promote customer satisfaction and retention.
• Maintain confidentiality of customer information.
• Deliver consistent, high-quality client service.
• Stay current on product knowledge and industry updates.
• Maintain compliance with applicable policies and requirements.
• Consistently achieve established performance goals.
• Participate in training and mentorship opportunities.
• Continuously develop professional skills.
• Contribute to team success through collaboration and accountability.
• Work independently in a remote environment.
• Manage workload effectively and meet deadlines.
• Demonstrate excellent organizational and time-management skills.
• Adapt to changing priorities and customer needs.
• Communicate effectively with team members and clients.
• Support organizational objectives through quality service.

Requirements

• Strong verbal and written communication skills.
• Excellent interpersonal and relationship-building abilities.
• Professional, customer-first approach.
• Self-motivated with the ability to work independently.
• Excellent organizational and time-management skills.
• High school diploma or equivalent.
• Willingness to obtain any required provincial or state licensing.

Preferred Qualifications

• Experience in customer service.
• Experience in retail.
• Experience in hospitality.
• Experience in financial services.
• Experience in another client-facing role.

Benefits

• Comprehensive training.
• Ongoing mentorship.
• Flexible remote work environment.
• Supportive and collaborative team culture.
• Professional growth opportunities.
• Leadership development opportunities.
• Recognition programs.
• Team incentives.
• Company-sponsored travel opportunities.