Fully Remote Entry-Level Customer Service / Client Success Specialist

AIL•St. Louis, MO

3d•Remote

About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, service-focused professionals to join us as Remote Client Success Specialists. You'll work with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide continued client support. This opportunity combines Customer Service, Client Support, Benefits Education, Relationship Building, and Consultative Insurance Sales. Previous insurance experience is not required. We provide structured training, licensing guidance, mentorship, and ongoing professional development to help motivated candidates learn the business.

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 home 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
Friendly and comfortable speaking with people
Strong verbal and written communicator
Active listener
Customer-focused and service-oriented
Positive and professional
Dependable and consistent
Self-motivated
Organized with strong time-management skills
Comfortable solving problems
Able to work independently from home
Comfortable collaborating with a virtual team
Confident learning new technology
Coachable and receptive to feedback
Goal-oriented
Motivated by measurable results
Interested in professional and leadership growth

Nice To Haves

Previous insurance experience is not required.
Experience in Customer Service, Retail, Hospitality, Healthcare, Education, Administrative Support, Call Centers, Banking, Client Relations, Account Management, Recruiting, Military Service, Financial Services, or Sales may transfer well.
Entry-level applicants, recent graduates, veterans, experienced customer-service professionals, and career changers are encouraged to apply.

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in available benefits
Listen carefully to client questions, concerns, and priorities
Provide friendly, professional, and personalized service
Answer benefit and coverage questions clearly
Explain information in easy-to-understand language
Maintain consistent communication and follow-up
Assist existing clients with applicable policy-related service needs
Maintain accurate digital client records
Manage appointments and follow-up activities
Build lasting relationships through trust, professionalism, and dependable service
Conduct virtual benefit consultations
Explain life, accident, and supplemental health insurance options
Identify individual and family protection needs
Help clients compare available coverage options
Make needs-based recommendations
Assist eligible clients with applications and enrollment
Complete required documentation
Assist with beneficiary information
Conduct applicable policy and benefit reviews
Provide ongoing support after enrollment
Connect → Listen → Educate → Recommend → Enroll → Support
Conduct Zoom client consultations
Conduct phone appointments
Utilize digital enrollment systems
Participate in online training
Engage in virtual coaching
Attend team meetings
Perform client follow-up
Participate in professional-development sessions
Organize schedule around personal and professional responsibilities while maintaining availability
Train and mentor
Recruit
Develop teams
Ensure performance accountability
Engage in business development
Develop leadership communication skills
Participate in management development