Customer Service – Fully Remote | Client Success Specialist

AIL•Charlotte, NC

1d•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. In this role, you'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available supplemental benefits and financial protection options, assist with enrollment, and provide ongoing client support. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales in a supportive remote environment. No previous insurance experience is required. We provide structured 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
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to participate in required training
Be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communicator
Strong listener who genuinely enjoys helping people
Customer-focused and relationship-oriented
Positive, professional, and dependable
Self-motivated and personally accountable
Organized with strong time-management skills
Comfortable solving problems and answering questions
Able to work independently from home
Comfortable using Zoom and web-based technology
Adaptable in a fast-paced virtual environment
Coachable and receptive to feedback
Goal-oriented and motivated by professional growth
Committed to ethical, client-focused service

Nice To Haves

Experience in Customer Service
Client Services
Member Services
Call Centers
Administrative Support
Healthcare
Retail
Hospitality
Education
Banking or Financial Services
Account Management
Military Service
Recruiting
Sales

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in learning about available benefits
Listen carefully to client questions, needs, and priorities
Provide friendly, professional, and personalized service
Answer questions regarding available benefits and coverage
Help clients understand their options in clear, easy-to-understand terms
Provide consistent follow-up and ongoing customer support
Maintain accurate digital client records and documentation
Build long-term relationships through professionalism, trust, and reliable service
Conducting virtual benefit consultations
Explaining life, accident, and supplemental health insurance options
Identifying individual and family protection needs
Presenting appropriate coverage options
Assisting clients through applications and enrollment
Helping with required documentation and beneficiary information
Conducting applicable policy and benefit reviews
Supporting existing clients with ongoing policy-related needs