Virtual Member Benefits Representative
About Our Client
The organization provides supplemental benefits to working-class families across the United States, serving union members, credit unions, and veterans. It offers financial protection programs aimed at helping families prepare for unforeseen events. Operating as a remote-first company, it emphasizes service, stability, and professional growth for its team members.
About the Opportunity
The Virtual Member Benefits Representative supports families and individuals nationwide by helping clients understand and access benefit programs. This role involves conducting virtual consultations, building meaningful client relationships, and delivering reliable service. It offers a fully remote work environment with flexible scheduling and structured training, contributing to a meaningful long-term career.
Responsibilities
- Conduct scheduled virtual consultations with clients using Zoom
- Identify client needs and guide them through available benefit options
- Explain coverage details and enrollment steps clearly and professionally
- Maintain accurate digital records and manage follow-up communication
- Provide exceptional client service while building long-term relationships
- Participate in ongoing training sessions and team meetings to strengthen skills
Requirements
- Must be physically located and authorized to work in the United States
- Reliable internet connection
- Windows-based laptop or desktop computer with webcam
- Strong verbal communication and interpersonal skills
- Organized, dependable, and comfortable working independently in a remote environment
- Confidence using video conferencing platforms and digital tools
- Motivated by service-oriented, purpose-driven work
- Customer service, sales, or client relations experience is helpful but not required