Customer Success Associate – Remote

About the position This role is more than just a position — it’s an opportunity to become a trusted resource for the families we serve. As a representative, you’ll connect with clients who have shown interest in learning more about their available benefits. Your job is to answer questions, explain options clearly, and help each family make confident decisions about their coverage. This is not about pressure-based sales or aggressive scripts. It’s about listening, educating, and guiding people through an important process with professionalism and care. Along the way, you’ll build valuable communication, leadership, and client service skills that can support long-term career growth. Responsibilities • Build strong relationships with clients through clear communication and consistent follow-up • Explain benefit options in a simple, professional, and easy-to-understand way • Help families review their needs and make informed decisions about coverage • Provide support throughout the process with patience, empathy, and professionalism • Work with leadership and team members to improve the overall client experience • Participate in hands-on training, mentorship, and ongoing professional development Requirements • Strong communication and relationship-building skills • A people-focused attitude and genuine interest in helping others • Self-motivation, discipline, and accountability in a remote work setting • Good organization, follow-through, and time management • Positive mindset with a willingness to learn and grow • Must be legally authorized to work in the U.S. or Canada Nice-to-haves • Customer service, sales, or insurance experience is helpful but not required Benefits • Remote-first work environment with flexibility • Weekly pay plus monthly performance-based bonuses • Personalized training and mentorship from experienced leaders • Clear advancement opportunities through a leadership development track • Supportive team culture focused on growth, integrity, and collaboration • The opportunity to make a meaningful impact while building a long-term career

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