Entry-Level Client Services Manager

We are an established organization serving members of associations and other membership-based groups across North America and beyond. For decades, our focus has been on helping working individuals and families understand and access protection programs designed to provide financial support throughout different stages of life.

Through relationships with thousands of organizations, our team continues to expand while maintaining a strong commitment to professional service, member support, and long-term relationships.

In this remote position, you’ll work directly with members who are seeking information about available programs and services. Your responsibilities will include:

• →Communicating with members by phone and through virtual meetings
• →Coordinating and scheduling member appointments
• →Providing online presentations to individuals who have requested additional information
• →Explaining program details in a clear and professional manner
• →Completing, reviewing, and processing digital documentation
• →Maintaining accurate records and following established procedures
• →Providing follow-up assistance throughout the member experience
• →Taking part in ongoing training, coaching, and leadership development

We’re looking for dependable, motivated individuals who enjoy communicating with people and are comfortable working in a remote environment.

• Strong verbal and interpersonal communication skills
• Professional, positive, and approachable attitude
• Ability to build rapport and maintain relationships
• Comfortable working independently as well as within a team
• Organized and attentive to detail
• Basic computer and technology skills
• Customer service or other client-facing experience is an asset, but not required
• Willingness to learn, receive coaching, and develop professionally
• Must be legally authorized to work in the United States or Canada