Client Success Advisor (WFH)

About Us

We collaborate with unions, credit unions, and associations across Canada to help their members access long-term benefit programs that support their families. Our goal is to make sure working households have reliable coverage in place for the future.

We're currently growing and looking for individuals who enjoy working with people and want a stable, long-term opportunity.

What You'll Do

In this role, you'll speak directly with families and guide them through their available benefits in a simple, easy-to-understand way. You'll be helping people make informed decisions while keeping the process smooth and professional.

• Meet with clients virtually (Zoom) to review their benefit options
• Complete and manage all required documentation accurately
• Stay in touch with clients to build strong, ongoing relationships
• Work alongside your team to improve workflows and cli...