Enrollment Specialist – Ontario & Western/Central Canada (Excludes QC, NB, PE, NS, & Territories)
Location: Remote — Canada (Excluding QC, NB, PE, NS, NT, YT, & NU)
Employment Type: Full-Time
About the Role
We are seeking passionate, hard-working individuals who want to build a career with meaning. As an Enrollment Specialist, you will guide clients through the enrollment process—helping them understand their options and take an important step toward protecting their families. While this role features an Ontario focus, we are welcoming candidates from across Western and Central Canada.
We believe that great talent comes from everywhere, which is why we welcome candidates from all professional backgrounds. If you are a driven individual looking to make a real impact, we want to hear from you.
Key Responsibilities
● Client Consultations: Conduct professional virtual enrollment consultations with clients, primarily in Ontario and participating provinces.
● Education & Guidance: Educate clients on available options to help them make informed decisions.
● Compliance & Accuracy: Complete applications accurately and in strict compliance with all relevant provincial regulatory requirements.
● Documentation: Verify client eligibility and process enrollment documentation with high attention to detail.
● Client Support: Provide ongoing support to existing policyholders, including coverage reviews and policy updates.
● Continuous Learning: Stay current on products, industry trends, and provincial regulations.
● Data Management: Track client interactions and enrollment progress using the company CRM.
● Team Collaboration: Participate actively in regular team training and group coaching sessions.
What We Are Looking For
● Accountability: Self-motivated with a strong sense of personal accountability.
● Communication: Clear, professional written and verbal communication skills.
● Detail-Oriented: A strong commitment to accuracy and thoroughness.
● Independence: Comfortable and disciplined working independently in a remote environment.
● Growth Mindset: Hardworking, reliable, and eager to grow professionally.
● Workspace: A reliable internet connection and a quiet home office setup.
Nice to Have
● Experience in a customer-facing, sales, or administrative role (all backgrounds considered).
● Comfort navigating digital tools, CRMs, and video conferencing platforms.
Training & Mentorship
We believe in investing in our team. We provide comprehensive virtual training, one-on-one mentorship, and a full support system to ensure you are set up for success from day one. We actively recognize and appreciate the hard work and dedication of every member of our team.
Why Work With Us?
● 100% Remote: Work from the comfort of your home within our active recruitment provinces.
● Meaningful Work: Help Canadian families secure peace of mind.
● Professional Development: Access to ongoing coaching and structured career growth.
