Work From Home - CSR - No Experience

Job summary

The role involves contacting members to explain supplemental benefit programs and conducting virtual appointments to help them make informed decisions. You will also assist with digital applications, maintain client relationships, and follow established systems and scripts.

Job details

For more than 60 years, our organization has supported members of over 44,000 unions and associations, including educators, first responders, healthcare professionals, veterans, and other working families. Our team helps members understand supplemental benefit programs available to them and provides clear guidance throughout the process. The individuals you’ll work with have already requested information, so this role does not involve door-to-door prospecting or traditional cold calling. Your focus is on connecting with interested members, understanding their needs, and helping them make informed decisions. What You’ll Be Doing You’ll work with members remotely through scheduled phone and video appointments. Your responsibilities will include: Contacting individuals who have requested information about available benefits Scheduling and conducting virtual appointments through Zoom or phone Reviewing coverage options and answering client questions Helping families determine which solutions best align with their needs Assisting with digital applications and required documentation Following up with members and maintaining long-term client relationships Using established systems, scripts, and training resources Participating in ongoing coaching and professional development Working toward individual performance goals and advancement opportunities The goal is to provide members with a professional, informative, and supportive experience from their initial appointment through ongoing service. Who We’re Looking For Prior industry experience is not required. We’re primarily looking for individuals who are dependable, motivated, and willing to learn. Successful candidates typically have: Strong verbal and written communication skills A professional and positive attitude Good organization and time-management abilities Basic computer skills and comfort using online platforms The ability to work independently in a remote environment A strong work ethic and willingness to be coached The ability to successfully complete a background check Experience in customer service, hospitality, retail, sales, or other people-facing roles can be helpful, but full training is provided. What We Provide Our goal is to give new representatives the training, tools, and support needed to build a long-term career. You’ll have access to: 100% remote work Flexible full-time scheduling Comprehensive training from the start Personalized coaching and ongoing mentorship Weekly compensation Performance-based bonus opportunities Residual income potential Clear advancement paths into leadership and management Health, dental, and vision benefit options Recognition and performance incentive programs Company-sponsored travel opportunities for qualifying representatives A collaborative team environment focused on development and growth Build More Than a Job This opportunity is designed for individuals who want greater control over their career trajectory. As you develop your skills and performance, you’ll have opportunities to grow in areas such as client communication, relationship management, leadership, training, and business development. With flexible remote work, ongoing mentorship, and advancement based on performance, you can build a career that offers both professional growth and the opportunity to make a meaningful difference for working families.

What you’ll do

The role involves contacting members to explain supplemental benefit programs and conducting virtual appointments to help them make informed decisions. You will also assist with digital applications, maintain client relationships, and follow established systems and scripts.

Requirements

No prior industry experience is required, though candidates should be dependable, motivated, and willing to learn. Applicants must possess strong communication skills, basic computer proficiency, and the ability to work independently in a remote environment.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• Performance-based bonuses
• Residual income
• Professional development
• Mentorship
• Travel opportunities

Listed skills

• Customer service · Preferred
• Communication · Preferred
• Time management · Preferred
• Organization · Preferred
• Sales · Preferred
• Documentation · Preferred
• Problem solving · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer service
• Communication
• Time management
• Organization
• Computer skills
• Virtual appointment management
• Relationship management
• Sales
• Documentation
• Problem solving
• Relationship Management
• Sales Prospecting
• Positivity
• Willingness To Learn
• Zoom (Video Conferencing Tool)
• Strong Work Ethic
• Business Development
• Management
• Customer Service
• Cold Calling
• Computer Literacy
• Leadership
• Leadership Development
• Mentorship
• Coaching
• Retail Sales
• Time Management
• Scheduling

Job areas

• Customer Service & Support
• Sales
• Finance & Accounting
• Work Experience Coordinator
• Customer Service Representative (General)
• Inquiry Clerks
• Customer Service Representatives

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