Customer Service – Fully Remote | Client Specialist

AIL • Charlotte, NC

3d • Remote

About The Position

AO | Globe Life is expanding its virtual client-services team and seeking friendly, motivated, and dependable professionals for our Remote Client Success Specialist opportunity. This role involves connecting virtually with individuals and families to understand their needs, explain available supplemental benefits and financial protection options, assist with enrollment, and provide ongoing service after coverage is established. The opportunity blends customer care, client relationships, benefits education, and consultative insurance sales. Previous insurance experience is not required, as the company provides comprehensive training, mentorship, licensing guidance, and ongoing professional development.

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
• Have reliable high-speed internet
• Have webcam and microphone capability
• Maintain a quiet, professional home workspace
• Be comfortable communicating through Zoom and phone
• Have basic computer and web-based technology skills
• Be willing to participate in required training
• Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

• Previous insurance experience is not required.
• No traditional cold calling.
• No lead purchasing required.
• Entry-level applicants, recent graduates, veterans, experienced customer-service professionals, and career changers are encouraged to apply.

Responsibilities

• Meeting with clients through scheduled Zoom and phone appointments
• Connecting with individuals interested in learning about available benefits
• Listening to client questions, concerns, and priorities
• Providing friendly and professional customer service
• Explaining information in clear, easy-to-understand language
• Following up with prospective and existing clients
• Assisting with applicable policy-service requests
• Helping with beneficiary-related updates
• Maintaining accurate digital records
• Managing scheduled appointments and follow-up activities
• Building lasting relationships through dependable service
• Conducting virtual benefit consultations
• Identifying individual and family protection needs
• Explaining coverage features and available options
• Answering questions about benefits
• Presenting solutions based on client needs
• Assisting eligible clients with applications
• Guiding clients through enrollment
• Completing required documentation
• Assisting with beneficiary information
• Conducting applicable policy reviews
• Providing continued service after enrollment

Benefits

• Virtual Training
• Licensing Guidance
• One-on-one Mentorship
• Qualified Client Opportunities Provided
• Weekly Commission-Based Compensation
• Performance Bonuses
• Flexible Scheduling
• Renewal & Residual Income Opportunities
• Career & Leadership Advancement
• Medical insurance reimbursement opportunities
• Company-supported life insurance
• Accidental Death Benefit coverage
• OPEIU Local 277 representation where applicable
• Professional coaching
• Leadership mentorship
• Virtual business technology and tools
• Career-development resources
• Company-sponsored incentive travel
• Leadership conferences and conventions
• Achievement awards
• Performance contests
• Professional-development experiences
• Team recognition
• Additional performance incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed