Client Support Associate

Job Summary

Providing exceptional service and support to clients, the full-time remote Member Experience Associate will address inquiries, maintain accurate records in the client management system, and ensure compliance with regulatory requirements.

Key responsibilities:

• Answer calls and schedule appointments while documenting client interactions
• Place outgoing calls to provide or obtain information and transfer calls as needed
• Participate in cross-training and communicate with team members to ensure efficient service delivery

Required qualifications:

• High school diploma or equivalent
• 2-4 years of related experience
• Proficiency in MS Office and excellent computer skills
• Previous insurance or financial experience preferred, but willing to train the right candidate