Entry Level Customer Service (WFH)

Spade RecruitingPalm Bay, FL
Remote

About The Position

Our organization works alongside unions, credit unions, and established membership groups throughout North America, helping individuals and families access programs intended to provide additional protection and financial confidence. Our focus goes beyond simply providing information. We believe members should have someone who can listen to their concerns, answer their questions, and make complicated information easier to understand. Every interaction is approached with professionalism, respect, and attention to the individual. As our member base continues to expand, we're adding driven and personable professionals to our remote team. We're looking for individuals who enjoy working with people, are eager to develop new skills, and want an opportunity where their performance can lead to greater responsibility and career advancement. You'll work directly with members who have expressed interest in learning more about programs available to them. Through scheduled virtual conversations, you'll learn about each member's circumstances, explain relevant options, answer questions, and help make the process as straightforward as possible. Because the position is fully remote, you'll handle appointments, communication, documentation, and team collaboration online. You'll have independence in your day-to-day work while receiving ongoing guidance, coaching, and support from your team.

Requirements

  • Authorized to work in Canada or the United States.
  • High school diploma or equivalent.
  • Comfortable working with Zoom, email, online scheduling, and other digital platforms.
  • Strong listening and conversational skills.
  • Professional and comfortable communicating with different personalities.
  • Organized, dependable, and capable of managing responsibilities independently.
  • Willing to learn and receptive to coaching and feedback.

Nice To Haves

  • Previous customer-facing experience can be helpful, but industry experience is not required.

Responsibilities

  • Meet with members through video conferencing and telephone appointments.
  • Ask questions and listen carefully to understand individual priorities.
  • Present available information in a clear and professional manner.
  • Help members navigate their options and make informed choices.
  • Maintain accurate electronic notes, files, and documentation.
  • Follow up with members and provide continued assistance when needed.
  • Participate in regular team meetings, coaching, and skills development.
  • Work collaboratively toward individual and team objectives.
  • Help identify ways to improve communication, organization, and the overall member experience.

Benefits

  • Fully remote work with increased flexibility and independence.
  • Structured onboarding and continued professional training.
  • Individual coaching and ongoing mentorship.
  • Benefits that may include life, dental, prescription, and travel coverage.
  • Performance-based bonuses and additional incentive opportunities.
  • Recognition and travel opportunities for qualifying achievements.
  • Professional development designed to prepare interested team members for future leadership roles.
  • A collaborative environment focused on development, accountability, and shared achievement.
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