Customer Service – WFH

Spade Recruiting is a recruitment and staffing firm that connects talented professionals with remote career opportunities. The Customer Service – Remote position focuses on assisting individuals and families through virtual appointments by explaining available benefit programs and guiding them through the decision-making process.

Responsibilities:

• Conduct virtual appointments with clients via phone and video calls
• Present available benefit options in a professional and easy-to-understand manner
• Identify customer needs by asking relevant questions
• Guide clients in selecting the most appropriate benefit options
• Follow up with clients after appointments to provide additional assistance
• Complete online forms and maintain accurate client records
• Participate in training sessions, coaching programs, and team meetings
• Achieve individual and team performance goals
• Build trust and maintain strong client relationships
• Work independently while maintaining productivity in a remote environment

Requirements:

• Comfortable communicating with clients through phone and video meetings
• Ability to work independently in a remote environment
• Strong organizational and time management skills
• Positive attitude with a willingness to learn and grow professionally
• Conduct virtual appointments with clients via phone and video calls
• Present available benefit options in a professional and easy-to-understand manner
• Identify customer needs by asking relevant questions
• Guide clients in selecting the most appropriate benefit options
• Follow up with clients after appointments to provide additional assistance
• Complete online forms and maintain accurate client records
• Participate in training sessions, coaching programs, and team meetings
• Achieve individual and team performance goals
• Build trust and maintain strong client relationships
• Work independently while maintaining productivity in a remote environment
• High school diploma or equivalent preferred
• Previous experience in customer service, sales, or client support is an advantage but not required