Benefits Services Coordinator (Remote)

Spade Recruiting • San Diego, CA

4d • Remote

About The Position

We are currently seeking motivated, service-oriented individuals to join our team as Sales & Customer Service Representatives. In this role, you will work directly with clients who have requested information about benefit programs, helping them understand their options and guiding them through the process with clarity and professionalism.
Our organization is built on transparency, integrity, and a commitment to delivering strong customer experiences. If you have strong communication skills and are looking for a career with growth potential, this opportunity offers the training and support needed to succeed.
With over 65 years of experience, we are a well-established provider of insurance and supplemental benefits across North America. We partner with more than 40,000 unions and associations, serving millions of members, including professionals connected to major organizations and industries.
We currently manage over $58 billion in active coverage and hold an A+ (Superior) financial strength rating. Our continued success is driven by our focus on long-term client relationships and providing benefits that extend beyond traditional workplace coverage—offering lasting protection even through career changes and retirement.
Our company has also been recognized as a top workplace, earning multiple “Best Place to Work” awards and industry recognition for employee satisfaction and culture.

Requirements

• Strong verbal communication skills
• Effective time management and organizational ability
• High school diploma required (post-secondary education is an asset)
• Ability to pass a background check

Nice To Haves

• Customer service or sales experience is beneficial but not required

Responsibilities

• Handle inbound and outbound calls with clients who have requested information
• Schedule and conduct virtual appointments
• Present benefit options clearly and professionally
• Assist with applications and ensure accurate completion of documentation
• Provide ongoing customer support and follow-up
• Maintain basic administrative tasks and data entry
• Participate in training and leadership development programs

Benefits

• Long-term career advancement opportunities
• Flexible scheduling options
• Remote / work-from-home capability
• Residual income potential
• Full health and wellness benefits
• Hands-on training with one-on-one mentorship
• Company-sponsored incentive trips and travel opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED