Customer Success Associate – Remote

Remote
Full Time
Entry Level

At our core, we’re a team on a mission — not just another insurance agency. For over 60 years, we’ve stood alongside working families across North America, helping them protect what truly matters while giving our people the opportunity to build careers with purpose, balance, and freedom.

We believe that when you invest in people, everything else follows. That’s why we’ve built an environment rooted in growth, mentorship, and integrity — where ambition is encouraged, innovation is celebrated, and teamwork drives everything we do.

Our partnership with unions and associations allows us to make a direct impact in communities across the U.S. and Canada. Every conversation, every policy, and every client interaction is part of something bigger — a shared effort to provide peace of mind for the families who keep our world moving.


The Opportunity

This is more than a job — it’s a chance to become a trusted advocate for the families we serve. As a representative, you’ll connect with clients who have already shown interest in learning about their benefits. Your role is to guide them, answer their questions, and help them make confident, informed decisions about their coverage.

It’s not about sales scripts or hard pitches — it’s about listening, simplifying, and empowering. You’ll play a key role in helping families feel secure about their future while developing valuable skills that open doors to leadership and long-term success.


What You’ll Do

  • Build meaningful connections with clients and maintain consistent follow-up

  • Explain benefit options clearly and ensure each family understands their coverage

  • Provide guidance with empathy and professionalism through every step

  • Work with leadership to improve client experiences and internal processes

  • Take part in hands-on training and continuous learning to grow personally and professionally


What We Value

  • Excellent communication and relationship-building skills

  • A people-first attitude and genuine passion for helping others

  • Self-motivation and discipline in a remote work environment

  • Strong organizational habits and a proactive mindset

  • Experience in customer service, sales, or insurance is helpful — but not required

  • Must be legally able to work in the U.S. or Canada


What’s In It for You

  • Freedom to work from anywhere — remote-first and flexible

  • Weekly pay plus monthly bonuses based on performance

  • Personalized training and mentorship to help you succeed from day one

  • Career advancement with a transparent leadership track

  • collaborative, mission-driven culture that values growth and authenticity

  • The opportunity to make a real difference in your community every single day

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