This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description As a Remote Client Representative, you’ll meet with clients through virtual Zoom consultations, guiding them through their benefit options and answering questions with clarity and care. From the comfort of your home, you’ll help families understand and protect what matters most—no cold calling, no in-person meetings, and no high-pressure sales tactics. This role is ideal for individuals who enjoy meaningful conversations, value service over sales, and want a career aligned with a strong mission and long-term stability. Qualifications - Excellent communication and active listening skills - Basic computer literacy and comfort in a virtual environment - A strong work ethic and self-motivated mindset - An outgoing, professional, and friendly personality - Effective time management and organizational skills - Prior leadership or management experience (a plus, not required) - No prior insurance experience is required - Value coachability, compassion, and consistency Requirements - 100% Remote Work - Weekly Pay + Performance Rewards - Health Insurance Reimbursement - Comprehensive Life Insurance Coverage - Renewals & Residual Income - Retirement Plan - Ongoing Training & Mentorship Benefits - Work from anywhere in the U.S. or Canada with a flexible schedule designed to support true work-life balance. - Earn reliable weekly income with structured bonuses and performance-based incentives. - Available after 3 months to support your health and well-being. - Protection for you—and peace of mind for your family. - Build long-term financial stability through ongoing renewals and residual income. - Plan confidently for the future with retirement options and clear advancement pathways. - Receive continuous training, leadership development, and one-on-one mentorship from experienced leaders invested in your success.

• Professionally and thoroughly address clients’ software questions via phone calls, chats, and emails • Develop and maintain a high degree of Foundant product knowledge • Ensure client handoffs between team members with and external from support go smoothly • Maintain a high level of communication with all levels of client interaction to ensure proactive, solution-oriented problem identification and resolution • Strategize and problem solve with team members to ensure that clients have the best possible experience • Enable cross-team communication with leadership and other team members • Provide internal and external training on selected Foundant software products and the feature/function of these products • Contributor to continuous process improvement within and between all areas of Client Support • Work with Support Specialist team to ensure consistent support is available during all available support hours • Assist with client-related projects • Other duties as assigned.

• Handle inbound cancellation and downgrade requests, identifying root causes and executing save strategies aligned with policy and commercial guardrails. • Engage escalated customers who are at risk of churn due to product confusion, perceived value gaps, or operational friction. • Support inbound upgrade requests, ensuring customers understand plan value and feature differences • Conduct follow-up outreach after upgrades to drive early adoption and reduce post-purchase churn. • As a SQUIRE platform expert, provide practical, outcome-oriented guidance: not just how features work, but how customers know features are working for them. • Act as a trusted product translator during retention, upgrade, and adoption conversations. • Deliver video-based training sessions ad hoc as needed to achieve product adoption (new shop employees, customers upgrading plans or adding features, etc) • Reinforce self-service resources and best practices to reduce future friction and support dependency. • Partner with Support, Customer Success, Product, and Ops to refine save motions, upgrade experiences, and adoption workflows. • Contribute feedback on where automation can replace or augment manual outreach as volume and maturity increase.

• Processes audit and project requests for various Health Plans. • Understand objectives/goals of the client as well as the processing rules for each account. • Able to maintain daily team achievement rate of 100% • Reports system and account anomalies as needed • Recognizes and identifies potential errors and executes the needed steps to for correction. • Demonstrates proficiency in utilizing multiple procedures, systems, and databases. • Assists with additional duties as needed.