Job description
About the Role
We support union members, credit union members, association groups, and their families across Canada by helping them understand permanent benefit programs built to protect their financial future. Our work is centered around education, service, and long-term support for working families.
We're currently growing our remote team and looking for motivated individuals who enjoy working with people, communicating clearly, and building a career with room to advance.
What You'll Do
You'll work directly with families through virtual appointments, helping them review available benefit programs and complete the necessary steps with confidence. This role is ideal for someone who is organized, professional, and comfortable guiding people through important information online.
Your responsibilities will include:
Connecting with members and families through Zoom meetings
Explaining benefit programs in a clear and professional way
Helping members complete required forms and documentation
Following up with clients to provide ongoing service and support
Keeping accurate records of conversations and completed applications
Working with team members to ensure a smooth member experience
Taking part in training, coaching, and development sessions
Who We're Looking For
We're looking for dependable, people-oriented individuals who are ready to learn, grow, and contribute to a supportive team environment. Experience in customer service, administration, client relations, or similar roles is helpful, but we also welcome candidates with the right attitude and work ethic.
Qualifications
Must be legally eligible to work in Canada or US
High school diploma or equivalent required
Post-secondary education is an asset
Previous experience in a client-facing, administrative, or support role preferred
Comfortable working remotely and using basic online tools
Skills That Will Help You Succeed
Clear and confident communication
Strong attention to detail
Good organization and time management
Ability to stay professional in a remote work setting
Positive attitude and willingness to learn
Problem-solving ability
Team-focused mindset
What We Offer
Comprehensive Benefits – including dental, prescription coverage, travel insurance, and more
Remote Work – work from home with flexibility and independence
Training & Support – structured onboarding, coaching, and mentorship
Growth Opportunities – advancement based on performance and development
Bonus Incentives – recognition, performance rewards, and incentive trips
Positive Team Culture – supportive leadership and a collaborative environment
Meaningful Work – help families understand programs designed to provide lasting protection
Originally posted on Himalayas
Who can apply
Eligible countries: United States. Accepted UTC offsets: UTC-10, UTC-9, UTC-8, UTC-7, UTC-6, UTC-5, UTC+14. Review the full description for employer-specific work authorization, residency and schedule requirements.