Power BI (remote)

About the Company

Spade Recruiting partners with organizations to connect talented professionals with rewarding career opportunities across a variety of industries. The company is committed to helping individuals build meaningful careers while delivering exceptional customer experiences through a people-first, collaborative work culture focused on growth, service excellence, and professional development.

About the Role

The Customer Service Agent is responsible for providing exceptional virtual customer support by building strong client relationships, understanding individual needs, and recommending appropriate coverage solutions. This role involves conducting virtual consultations, guiding customers through the enrollment process, maintaining accurate records, and delivering ongoing support to ensure a positive customer experience. The ideal candidate is customer-focused, self-motivated, and passionate about helping people while working in a remote environment.

Responsibilities

• Customer Consultation
• Conduct virtual consultations with prospective and existing clients.
• Identify customer needs through active listening and thoughtful questioning.
• Recommend personalized coverage solutions based on individual requirements.
• Clearly explain policy options, features, and available benefits.
• Guide customers through the application and enrollment process.
• Answer customer questions accurately and professionally.
• Customer Relationship Management
• Build long-term relationships through outstanding customer service.
• Maintain regular communication with clients throughout their customer journey.
• Provide prompt follow-up to ensure customer satisfaction.
• Deliver personalized support based on individual client needs.
• Foster trust through professionalism, empathy, and responsiveness.
• Promote a positive and customer-first experience during every interaction.
• Customer Support & Administration
• Maintain accurate and organized customer records.
• Document client interactions and follow-up activities.
• Manage customer information with confidentiality and accuracy.
• Track customer inquiries and ensure timely resolution.
• Support administrative tasks related to customer accounts.
• Maintain organized schedules and daily workflow activities.
• Product Knowledge & Compliance
• Stay informed about available products, services, and coverage options.
• Keep current with industry trends and regulatory requirements.
• Ensure all customer interactions comply with company policies and applicable regulations.
• Communicate product information clearly and accurately.
• Participate in ongoing learning and professional development activities.
• Apply updated knowledge to improve customer service quality.
• Performance & Team Collaboration
• Work independently while effectively managing daily responsibilities.
• Achieve individual performance and customer service goals.
• Collaborate with colleagues and leadership to support organizational success.
• Participate in team meetings, coaching sessions, and training programs.
• Contribute to a supportive and collaborative work environment.
• Demonstrate accountability, professionalism, and continuous improvement.

Qualifications

• Required Qualifications
• High school diploma or equivalent.
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-building abilities.
• Professional, customer-focused attitude.
• Ability to work independently in a remote environment.
• Strong organizational and time management skills.
• Excellent problem-solving and decision-making abilities.
• Willingness to obtain any required state or provincial licensing.
• Preferred Qualifications
• Previous experience in customer service, retail, hospitality, financial services, or another customer-facing role.
• Experience working in a remote or virtual environment.
• Knowledge of customer relationship management best practices.
• Strong virtual communication and presentation skills.
• Passion for delivering exceptional customer experiences.

Pay range and compensation package

Flexible remote work environment. Comprehensive onboarding and training. Ongoing professional development opportunities. Supportive and collaborative team culture. Leadership development opportunities. Career advancement opportunities. Employee recognition programs. Team events. Travel incentive programs.

Equal Opportunity Statement

Spade Recruiting is committed to fostering an inclusive workplace where diversity, collaboration, and equal opportunity are valued. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable laws.