Client Services Team Lead

Accountabilities:

• • Meet virtually with clients through video calls and scheduled phone appointments to understand their needs and provide responsive service.
  • Answer client questions regarding available benefits, coverage options, products, and services in a clear and professional manner.
  • Assist clients with enrollments, policy updates, and ongoing service requirements.
  • Build and maintain long-term client relationships through trust, effective communication, responsiveness, and high-quality support.
  • Maintain accurate client records and complete timely follow-up communications.
  • Deliver a positive and professional client experience throughout the service lifecycle.
  • Support, coach, encourage, and mentor newer team members as they develop their client service and professional skills.
  • Lead by example through professionalism, accountability, integrity, and consistent performance.
  • Help foster collaboration, communication, and a positive culture within a fully virtual team.
  • Participate in leadership meetings, coaching sessions, workshops, and professional development programs.
  • Use technology and virtual collaboration tools to improve communication, organization, and workflow efficiency.
  • Continue developing leadership, communication, coaching, and management capabilities through ongoing mentorship and training.
  • Contribute to a high-performing environment by supporting team goals and encouraging continuous learning and improvement.

  Requirements:

  • At least 18 years of age.
  • Legally authorized to work in the United States and physically located within the United States.
  • Access to a computer or laptop, reliable high-speed internet, webcam, and microphone.
  • A quiet and professional workspace suitable for virtual client and team interactions.
  • Excellent verbal and written communication skills with strong interpersonal abilities.
  • Strong customer service and relationship-building capabilities.
  • Leadership potential and a collaborative mindset, with the ability to motivate and support others.
  • Self-motivation, personal accountability, professionalism, integrity, and sound judgment.
  • Strong organizational and time-management skills, with the ability to manage responsibilities independently.
  • Ability to work effectively in a remote environment while remaining engaged with a broader virtual team.
  • Positive, adaptable attitude and commitment to continuous learning and professional development.
  • Previous experience in team leadership, customer service, client relations, sales, healthcare, retail management, hospitality, business operations, or administrative leadership is beneficial but not required.
  • Previous management or leadership experience is helpful, but motivated candidates can develop these skills through structured training and mentorship.

  Benefits:

  • 100% remote work from anywhere within the United States.
  • Flexible scheduling following completion of training.
  • No daily commute and a modern virtual working environment.
  • Work-life balance supported by remote flexibility.
  • Comprehensive leadership training and structured development programs.
  • Executive mentorship and ongoing one-on-one coaching.
  • Weekly professional development and leadership sessions.
  • Leadership workshops and skill-building opportunities.
  • Promotion-from-within culture with advancement based on performance and results.
  • Weekly performance-based compensation and potential performance bonuses.
  • Leadership recognition and incentive opportunities.
  • Medical reimbursement program for eligible representatives.
  • Company-supported life insurance for eligible representatives.
  • Residual income opportunities.
  • Union-supported work environment.
  • Leadership conferences and professional development events.
  • Company-sponsored incentive travel opportunities.
  • Access to modern virtual technology and collaboration tools.