About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, people-focused professionals to join us as Remote Client Success Specialists. This entry-level customer service career can be built entirely from home. You'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide ongoing client support. This opportunity combines customer service, relationship building, benefits education, and consultative insurance sales while providing the training and mentorship needed to learn the industry. No previous insurance experience is required.

Requirements

  • Be at least 18 years of age
  • Be physically located within the United States
  • Be legally authorized to work in the United States
  • Have access to a reliable computer or laptop
  • Maintain reliable high-speed internet
  • Have webcam and microphone capability
  • Maintain a quiet, professional workspace
  • Be comfortable communicating through Zoom and phone
  • Be comfortable using web-based technology
  • Be willing to complete required training
  • Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

  • Experience in Customer Service
  • Experience in Retail
  • Experience in Hospitality
  • Experience in Healthcare
  • Experience in Education
  • Experience in Administrative Support
  • Experience in Call Centers
  • Experience in Banking
  • Experience in Client Relations
  • Experience in Account Management
  • Experience in Recruiting
  • Experience in Military Service
  • Experience in Sales

Responsibilities

  • Meet with clients through scheduled Zoom and phone appointments
  • Connect with individuals and families interested in learning about available benefits
  • Listen to client questions, concerns, and priorities
  • Provide personalized, professional customer service
  • Answer questions regarding benefits and coverage options
  • Follow up with clients regarding service needs and updates
  • Assist existing clients with applicable policy-related questions
  • Maintain accurate digital client records and documentation
  • Build long-term relationships through communication, trust, and dependable service
  • Conducting virtual benefit consultations
  • Explaining available life, accident, and supplemental health insurance options
  • Identifying individual and family protection needs
  • Helping clients evaluate available coverage options
  • Providing personalized, needs-based recommendations
  • Assisting with applications and enrollment
  • Helping complete required documentation
  • Assisting with beneficiary information
  • Providing ongoing service following enrollment

Benefits

  • Medical insurance reimbursement opportunities
  • Company-supported life insurance
  • Accidental Death Benefit coverage
  • Union representation through OPEIU Local 277
  • Renewal and residual income opportunities
  • Leadership development programs
  • Professional coaching and mentorship
  • Virtual technology and business resources
  • Company-sponsored incentive travel
  • Leadership conventions
  • Professional development events
  • Performance contests
  • Achievement awards
  • Team-building experiences
  • Recognition programs
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