Remote Client Benefits Representative | Work From Home

AIL•Ocala, FL

15h•Remote

About The Position

AO Globe Life is seeking motivated, service-oriented professionals to join our growing virtual team as Remote Client Benefits Representatives. You'll meet with individuals and families through scheduled Zoom and phone appointments, answer questions about available benefits, identify coverage needs, assist with enrollment, and provide ongoing client service. This position combines customer service, relationship management, benefits education, and consultative insurance sales in a fully remote environment. Whether you're an experienced professional or exploring a new career path, we provide comprehensive training, licensing guidance, mentorship, and ongoing development. No previous insurance experience is required.

Requirements

Be at least 18 years of age
Be legally authorized to work in the United States
Be physically located within the United States
Have access to a computer or laptop
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable conducting virtual client appointments
Be willing to complete required training
Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Positive and professional demeanor
Self-motivation and personal accountability
Dependability and strong follow-through
Effective organization and time management
Goal-oriented mindset
Strong problem-solving skills
Ability to work independently in a remote environment
Comfort communicating through Zoom and phone
Basic computer proficiency
Coachability and willingness to learn
Professionalism, reliability, and integrity

Nice To Haves

Previous experience in Customer Service
Previous experience in Client Success
Previous experience in Client Relations
Previous experience in Insurance
Previous experience in Sales
Previous experience in Banking
Previous experience in Financial Services
Previous experience in Healthcare
Previous experience in Retail
Previous experience in Hospitality
Previous experience in Education
Previous experience in Military
Previous experience in Administrative Support
Previous experience in Call Center Operations
Previous experience in Business Development
Previous experience in Account Management

Responsibilities

Conduct scheduled client appointments through Zoom and phone
Connect with individuals and families seeking benefit information
Learn about each client's needs and financial protection goals
Explain available life, accident, and supplemental health insurance benefits
Answer questions about coverage options and policy features
Provide personalized, needs-based recommendations
Guide clients through applications and enrollment
Assist with required documentation
Build long-term relationships through exceptional service and consistent communication
Conduct policy reviews when appropriate
Assist with beneficiary updates and policy service requests
Provide ongoing support after enrollment
Maintain organized and accurate client records
Follow applicable company procedures and regulatory requirements
Participate in structured virtual onboarding
Attend weekly coaching and training sessions
Receive mentorship from experienced leaders
Develop communication, presentation, and relationship-management skills
Build insurance product and industry knowledge
Participate in leadership development opportunities
Work remotely within the United States
Eliminate the daily commute
Conduct client appointments virtually
Use modern digital business and communication tools
Receive remote coaching, training, and team support
Build greater flexibility into your professional life