Member Advisor | Customer Service

Accountabilities:

• • Conduct scheduled member consultations through Zoom and phone, creating a professional, welcoming, and personalized experience.
  • Connect with individuals and families who have requested information about available benefits and understand their needs, priorities, and questions.
  • Provide clear and accurate information about applicable life, accident, and supplemental health insurance options.
  • Help members evaluate available coverage and provide needs-based recommendations following appropriate training and licensing.
  • Guide members through applications, enrollment, required documentation, and applicable follow-up processes.
  • Answer benefit and coverage questions professionally and assist existing members with applicable policy reviews and service needs.
  • Maintain consistent communication and follow-up to strengthen long-term member relationships.
  • Keep accurate digital records and documentation while following established procedures and service standards.
  • Participate in virtual onboarding, training, coaching, mentorship, workshops, and ongoing professional development.
  • Collaborate with teammates, mentors, and leadership through online meetings and digital business systems.
  • As experience and performance develop, pursue potential opportunities to mentor newer representatives, contribute to team development, and progress toward leadership or management responsibilities.

  Requirements:

  • Previous insurance experience is not required; candidates from customer service, healthcare, hospitality, retail, administration, education, banking, financial services, call centers, sales, recruiting, or other people-focused backgrounds are encouraged to apply.
  • Strong verbal and written communication skills, with the ability to explain information clearly and interact professionally with different audiences.
  • Excellent customer-service, active-listening, relationship-building, and problem-solving abilities.
  • Genuine interest in helping individuals and families while maintaining a professional and service-oriented approach.
  • Strong organization, time-management skills, attention to detail, and dependable follow-through.
  • Self-motivated, accountable, adaptable, and comfortable working independently in a remote environment.
  • Comfortable collaborating virtually and communicating through Zoom, phone, and web-based technology.
  • Basic computer proficiency and the ability to learn new digital systems and processes.
  • Coachable and receptive to feedback, with a willingness to participate in ongoing training and professional development.
  • Goal-oriented mindset and willingness to work within a performance-based compensation structure.
  • Must be at least 18 years old, legally authorized to work in the United States, and physically located within the United States.
  • Must have access to a reliable computer or laptop, high-speed internet, webcam, microphone, and a quiet, professional home workspace.
  • Must be willing to obtain the appropriate state Life & Health Insurance License before performing activities that require licensure.

  Benefits:

  • 100% remote / work-from-home environment with no daily commute.
  • Flexible scheduling opportunities within the requirements of the role and member-service commitments.
  • Weekly commission-based compensation, with performance bonuses and additional incentives.
  • Potential renewal and residual income opportunities, depending on applicable requirements and individual performance.
  • Qualified member/client opportunities provided, with no lead purchasing required and no traditional cold calling.
  • Comprehensive virtual training covering benefits, customer service, relationship management, consultations, and enrollment processes.
  • One-on-one mentorship, coaching, and ongoing professional development.
  • Licensing guidance and support for candidates who need to obtain the appropriate state Life & Health Insurance License.
  • Potential access to a medical reimbursement program, company-supported life insurance, and accidental death benefit coverage, subject to eligibility.
  • Leadership development resources and potential advancement opportunities based on performance, consistency, initiative, and demonstrated leadership ability.
  • Modern virtual technology and business resources to support remote work.
  • Potential access to professional or union-supported resources where applicable.
  • Recognition programs, performance contests, professional events, leadership conferences, and incentive travel opportunities for qualifying representatives.
  • Individual earnings and advancement opportunities are performance-based and not guaranteed.