Customer Service Representative (WFH)

About the Company

Spade Recruiting is hiring a Customer Experience Representative to join its remote team. This position is ideal for individuals who enjoy helping people, building meaningful relationships, and providing personalized guidance.

About the Role

You will work directly with prospective and existing clients through virtual appointments, helping them understand available coverage options and supporting them throughout the enrollment process.

Responsibilities

• Meet with prospective and existing clients through scheduled virtual appointments.
• Understand each client's needs and recommend personalized coverage solutions.
• Educate clients about available plans, features, and benefits.
• Guide clients through the enrollment process while ensuring a seamless experience.
• Build and maintain long-term client relationships through exceptional customer service.
• Maintain accurate client records and follow-up communications.
• Stay current on product knowledge, industry updates, and compliance requirements.
• Achieve performance goals while delivering an outstanding customer experience.

Qualifications

• High school diploma or equivalent.
• Willingness to obtain any required provincial or state licensing.

Required Skills

• Excellent communication and interpersonal skills.
• Professional, customer-focused attitude.
• Self-motivated with the ability to work independently.
• Strong organizational and time-management skills.

Preferred Skills

• Previous experience in customer service, retail, hospitality, financial services, or any client-facing role.
• Previous experience is an asset but not required.

Benefits

• 100% Remote work environment.
• Flexible work schedule.
• Comprehensive onboarding and paid training.
• Ongoing mentorship and coaching.
• Supportive and collaborative team culture.
• Career advancement opportunities.
• Leadership development programs.
• Employee recognition and reward programs.
• Team incentives and company-sponsored travel opportunities.