Responsibilities • Client Engagement: Connect with clients through virtual meetings and phone calls to understand their needs and deliver tailored benefits solutions. • Customer Success: Serve as the main point of contact for assigned clients, focusing on unions, credit unions and large associations - ensuring their questions are answered and their experience exceeds expectations during our live zoom meetings. • Team Leadership: After 1st 60 days - Mentor and support new representatives, helping them develop their skills in client communication and service excellence. • Continuous Growth: Embrace training, feedback, and leadership development opportunities to advance within the organization. • Collaboration: Work closely with team leaders to refine processes that improve client satisfaction and overall team performance.
Qualifications The Ideal Candidate: • A genuine passion for customer service and helping others succeed. • Strong communication and interpersonal skills. • Leadership potential and a desire to mentor others. • Self-motivated, organized, and goal-oriented. • Integrity, accountability, and a commitment to excellence. • Comfortable working in a fully remote, performance-driven environment
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