Customer Service Associate

Spade Recruiting • Billings, MT

71d

About The Position

This is a remote position, offering the freedom to work from home while still engaging directly with people across North America. You’ll play a vital role in ensuring that families receive the financial education, guidance, and reassurance they need during key moments in their lives.

Requirements

• Must be legally eligible to work in the United States or Canada
• High school diploma or equivalent required
• Proficient using Zoom, email, and other online communication tools
• Exceptional listening, communication, and interpersonal skills
• Highly self-motivated, organized, and dependable
• Comfortable working independently in a remote environment

Nice To Haves

• Prior experience in customer service, sales, or client relations is a plus but not required

Responsibilities

• Conduct virtual consultations and phone appointments to review and explain benefit options
• Assess each member’s unique needs and provide personalized, easy-to-understand guidance
• Maintain accurate, organized digital records and ensure all documentation is completed properly
• Collaborate closely with your team to meet shared performance and service goals
• Participate in ongoing training and professional development sessions to continually enhance your product knowledge, communication skills, and leadership potential
• Share ideas and feedback to help improve processes, client satisfaction, and overall efficiency

Benefits

• A comprehensive benefits package, including dental, prescription, life, and travel insurance
• Full remote work flexibility, allowing you to design a schedule that fits your lifestyle
• Performance-based incentives and rewards for achieving goals and exceeding expectations
• Career growth opportunities through mentorship and structured leadership development programs
• A positive, supportive, and inclusive culture that celebrates individual and team success

What This Job Offers

• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees