Create a Career That Fits Your Life What if your career gave you both flexibility and long-term growth? This opportunity is designed for individuals who want more control over their schedule, the ability to grow professionally, and the chance to help families plan for the future. We’re looking for reliable, motivated people who want to build a career that offers both purpose and financial opportunity. This role allows you to develop valuable skills, form meaningful connections, and create a stable future for yourself while supporting others along the way. About the Position Our team works with more than 44,000 unions and member organizations throughout North America. Many of the individuals we speak with have already asked for information about supplemental benefits, meaning your conversations begin with people who are open to learning more. Because of this, there’s no door-to-door outreach or traditional cold calling. Instead, your focus will be on meeting with interested members, answering their questions, and guiding them through the options available to them. The role offers a balance of independence and structure. You’ll manage your own time and schedule while benefiting from an established system, experienced mentors, and a supportive team environment. Responsibilities - Meet with union members through virtual meetings or occasional in-person appointments to discuss available programs. - Explain benefit options clearly so families understand how their coverage works. - Help individuals choose solutions that align with their personal and financial needs. - Maintain accurate records and follow up with members to ensure a positive experience. - Continue improving your skills through training, mentorship, and leadership development programs. What Makes Someone Successful in This Role We value attitude and work ethic just as much as experience. Ideal candidates often share these qualities: - Strong communication and listening abilities - A genuine desire to help people make informed decisions - Comfort using digital tools such as video meetings and online platforms - Self-discipline and strong organizational habits - The ability to set goals and manage your own workflow - Eligibility to pass a standard background check No industry background is required — comprehensive training and ongoing support are provided. What You Can Expect Joining our team means having access to tools and opportunities that help you grow professionally. - Structured Training: Learn the skills needed to succeed from the beginning. - Weekly Earnings: Consistent pay with additional performance incentives. - Income Growth Potential: Opportunities to increase earnings as your experience grows. - Advancement Opportunities: Paths into mentoring, leadership, or management roles. - Flexible Work Structure: Create a schedule that supports both work and personal priorities. - Team Support: A collaborative environment focused on encouragement and shared success. Why This Opportunity Stands Out This position offers more than a paycheck. It’s a chance to build a career with flexibility, long-term growth potential, and meaningful impact. By helping families understand and access important benefits, you’ll contribute to their sense of security while building a future that reflects your own goals and ambitions. If you’re ready for a role that combines purpose with professional growth, this could be the next step you’ve been looking for.

Our organization works alongside unions, associations, and community groups across North America to help protect working families. The goal is simple: ensure households have reliable protection and long-term security for the people who matter most. As demand continues to grow, we’re expanding our team with individuals who want meaningful work, professional growth, and the freedom to work remotely. Position Overview In this role, you’ll connect with members who are interested in learning about the programs available to them. Through virtual meetings and phone conversations, you’ll help families understand their options and guide them through the process in a clear and supportive way. You’ll also work closely with a collaborative team while developing your own professional skills in a structured and supportive environment. Core Responsibilities - Meet with members through video calls or phone to review benefit options. - Provide clear explanations so families can confidently choose the coverage that fits their needs. - Maintain accurate records and complete required documentation. - Work alongside team members to meet shared goals and deliver quality service. - Contribute ideas and participate in team meetings focused on growth and improvement. Basic Requirements - High school diploma or equivalent. - Previous experience in customer service, sales, or collaborative work environments is beneficial. - Strong communication skills and professional presence. - Comfortable using Zoom and completing digital forms or documentation. Characteristics of Successful Candidates - Works well in a team environment and values collaboration. - Adaptable and able to respond to changing situations. - Organized and attentive to details. - Confident communicator in both speaking and writing. Benefits & Opportunities - Comprehensive benefits package including dental coverage, prescription benefits, travel insurance, and a death benefit. - Performance rewards including bonus opportunities and company travel experiences. - Fully remote work setup with flexible scheduling. - Clear advancement opportunities supported by training and mentorship. - Positive team culture focused on growth and support.

• Identifying customer needs, answering questions, or resolving problems related to SSL, servers and/or relational data bases. • Performing routine call center activities concerning business products and services. • Using the tools provided to guide you through customer conversations. • Providing customers with important information while communicating in a warm empathetic manner. • Gathering information to keep customer profiles and accounts up to date. • Using your computer knowledge to give exceptional customer service.

Job Description: Customer Care Analyst's provide product and application expertise to customers. They typically have in-depth knowledge of multiple CSI product offerings. They initiate, manage and work through client projects to enhance product usage, resolving complex issues and increase product knowledge for the end users. They provide mentorship to teammates and may lead complex projects while supporting higher profile customer relationships. Responsibilities: - Creates post-conversation plans. - Demonstrates expertise across multiple applications and/or CSI service areas; provides mentorship to peers less experienced. - Gathers customer requirements and puts together advanced project plans to address immediate client needs. - Typically participates in multiple projects simultaneously and handles a workload greater than that of a less experienced Customer Care Analyst. - May support the more strategically focused, high-profile customer relationships. - Provides virtual and/or on-site project support and training to customers. - Develops and maintains a library of problem resolution actions and book of knowledge for the Customer Service desk to reference; acts as a point of escalation for issues that cannot be quickly resolved through Customer Service and requires in-depth research and analysis for resolution management. - Identifies trends with product issues and/or collects client feedback for desired functionality; provides product and customer feedback with to other internal departments from which corrections are made and/or product enhancements considered. - Schedules, plans, leads and/or completes, and follows-up on all System Utilization Reviews. - May be required to travel independently or with other departments as needed for site visits - Performs other duties as assigned. Requirements: - The minimum amount of relevant work experience required to successfully perform the job is at least five (5) years. - Technical education or job knowledge equivalent to a 2-year college or trade school. - Must have experience in the preparation and/or comprehensive review of both consumer and commercial loan documentation. - Must have experience administering and supporting lending software systems, including system configuration, maintenance, and user support, is preferred. - Working knowledge of lending compliance laws and regulations applicable to consumer and commercial loan products. - Strong analytical and problem-solving skills with attention to detail. - Excellent verbal and written communication skills, with the ability to clearly share information and work effectively with different audiences. As a forward-thinking software provider, Computer Services, Inc. (CSI) helps community and regional financial institutions solve their customers’ needs through open and flexible technologies. In addition to its award-winning core banking platform, these include the latest in lending, digital banking, payments, financial crime prevention and cybersecurity. Building on its 60-year track record of personalized service, CSI is shaping the future of banking and empowering its customers to rival their competition. For more information about CSI, visit www.csiweb.com CSI provides rewarding and challenging career opportunities for our employees. When determining your pay, we consider various factors such as your skills, qualifications, experience and location. Along with a competitive salary, this position includes eligibility for incentive awards based on both individual and business performance. We also offer a comprehensive range of benefits. To learn more about our benefits, visit: Benefits Summary CSI is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, physical and mental disability, marital status, veteran status, or any other characteristic protected by applicable law. If you need an accommodation during the recruitment process, please email us at recruiter@csiweb.com and we will work with you to meet your accessibility needs. For applicants residing in California, please read Privacy Notice for California Residents | CSI (csiweb.com) Visa Sponsorship: We are unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for sponsorship now or in the future.