Customer Experience Representative - Remote
Assist clients through benefit program applications and follow-ups
Connect with clients through scheduled virtual appointments to provide information about available benefit programs. Answer questions, understand individual needs, explain options, and assist with applications and electronic forms. Complete client follow-ups and maintain accurate records while participating in training and team meetings.
Why This Role?
Comprehensive training and ongoing mentorship provided with no prior industry experience required
Key Responsibilities
- Meet with clients via phone and video appointments to discuss benefit programs
- Learn about individual client needs and priorities to tailor recommendations
- Provide clear information about available benefit options and answer questions professionally
- Assist clients with completing applications and electronic forms
- Complete client follow-ups and maintain accurate, organized records
- Participate in training sessions and team meetings for continued development
Requirements
- Strong communication skills
- Dependable and professional demeanor
- Comfortable interacting with new people
- Organized and able to manage appointments effectively
- Comfortable using computers and online platforms
- Willing to learn new information and systems
Required Skills
View Original Description from Jobg8 (United States)
Original description from Jobg8 (United States)
San Francisco, California (United States) We are looking for motivated individuals who enjoy helping others, communicating clearly, and developing new professional skills. You'll connect with clients through scheduled virtual appointments to provide information about available benefit programs. Your responsibilities will include answering questions, understanding individual needs, explaining available options, and assisting clients through the necessary steps. No previous industry experience is required. Training and continued support are provided. What You'll Do Meet with clients through phone and video appointments Learn about individual needs and priorities Provide information about available benefit options Answer questions in a clear and professional manner Assist with applications and electronic forms Complete client follow-ups Maintain accurate and organized records Participate in training and team meetings What We're Looking For Strong communication skills Dependable and professional Comfortable interacting with new people Organized and able to manage appointments Comfortable using computers and online platforms Willing to learn new information and systems Open to coaching and feedback Motivated to grow professionally What We Offer Weekly compensation Flexible scheduling Work-from-home flexibility Comprehensive training Ongoing mentorship Residual income opportunities Performance incentives Professional development Advancement opportunities Leadership training Applicants must meet applicable eligibility requirements and obtain any required licensing before completing activities that require a license. Guidance is provided throughout the licensing and onboarding process.
Salary Context
Similar Operations roles on LokerDollar pay around $112.5k/yr (range $2.9k–350k/yr, n=242 active listings).
Hiring at Spade Recruiting
Spade Recruiting has 16 other active roles on LokerDollar and has been hiring here since May 19, 2026 — across Operations.
- Financial Services - Work From Home
- Customer Experience Agent - REMOTE
- Client Benefits Representative Remote
This listing is sourced from Jobg8 (United States), with the company profile and full details on this page. The one thing we can't auto-confirm is whether this specific apply link opens cleanly — it usually does, so go ahead and try it. Check back later if it doesn't load.
Openness not stated by employer — check the listing
Frequently asked questions
- Is Customer Experience Representative - Remote at Spade Recruiting a remote job?
- Yes, this is a regional remote role (Remote). Check the listing for location requirements.
- What type of employment is Customer Experience Representative - Remote at Spade Recruiting?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at Spade Recruiting.
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