Remote Client Success Representative – Customer Service & Growth

Globe Life AIL - Lisa Russel•Fort Worth, TX

15h•Remote

About The Position

AO is seeking motivated, people-focused professionals to join our expanding team as Remote Client Success Representatives. This opportunity combines customer service, relationship building, benefits education, and professional development in a fully virtual environment. You'll work directly with clients who have requested information about available benefits and coverage options, helping them understand their choices and providing support throughout the process. Whether you're beginning your career, making a career change, or bringing experience from customer service, healthcare, hospitality, retail, education, administration, or sales, we provide the training and mentorship to help you succeed. No prior insurance experience is required. AO is part of the American Income Division of Globe Life and has a long-standing history of serving working families, union members, associations, and their families. Our focus is helping individuals and families understand supplemental benefits and financial protection options while providing a high level of ongoing client service. Since 2020, our organization has operated in a fully virtual environment, allowing representatives to work from home while remaining connected through technology, training, mentorship, and team collaboration. Our culture emphasizes service, professional development, accountability, leadership, and performance-based growth.

Requirements

Excellent verbal and written communication skills
Strong interpersonal and relationship-building abilities
Positive attitude and professional demeanor
Active listening and problem-solving skills
Self-motivation and accountability
Strong work ethic and follow-through
Effective organization and time management
Ability to work independently from home
Comfort using Zoom and virtual communication tools
Adaptability and willingness to learn
Coachability and openness to feedback
Genuine desire to help others
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 communicating with clients virtually
Be willing to participate in required training and professional development

Nice To Haves

Previous experience in Customer Service
Client Relations
Healthcare
Retail
Hospitality
Education
Administrative Support
Call Center Operations
Sales
Leadership or Management

Responsibilities

Meet with clients virtually through Zoom and scheduled phone appointments
Answer questions regarding available benefits and coverage options
Explain products and services clearly and professionally
Help clients understand options based on their individual needs
Assist with applications, enrollment, and benefit updates
Provide ongoing customer service and follow-up support
Maintain accurate client records and documentation
Build long-term relationships through professionalism, reliability, and consistent communication
Participate in structured virtual training and coaching
Learn from experienced mentors and leadership professionals
Develop communication, presentation, and problem-solving skills
Learn industry products, systems, and best practices
Collaborate with a supportive virtual team
Participate in leadership development opportunities
Build skills that can prepare you for future advancement