Fully Virtual Entry-Level CSR Representative | Leadership Development Track

AIL•Miami, FL

3d•Remote

About The Position

AO is seeking motivated, people-focused professionals to join our virtual team as Entry-Level Customer Service Representatives with opportunities to develop toward training, mentorship, and leadership responsibilities. You'll begin by learning how to work directly with individuals and families, understand their needs, explain available benefits, assist with enrollment, and provide ongoing client support. As you gain experience and demonstrate consistent performance, you'll have opportunities to develop the communication, coaching, and leadership skills needed for advancement. No previous insurance or management experience is required. This role combines customer service, benefits education, relationship management, and consultative insurance sales.

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 willing to participate in required training
Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Previous experience in customer service, retail, hospitality, healthcare, education, administration, banking, call centers, military service, recruiting, client relations, sales, or management can be helpful—but is not required.

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in learning about available benefits
Listen to client needs and answer questions professionally
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage and benefit information
Assist eligible clients through applications and enrollment
Provide ongoing follow-up and policy-related customer service
Assist with applicable policy reviews and beneficiary updates
Maintain accurate digital client records and documentation
Build long-term relationships through professionalism, communication, and consistent service
Mentoring newer representatives
New-team-member onboarding
Coaching and professional development
Goal setting and accountability
Virtual training and workshops
Team communication
Performance development
Recruiting and team building
Leadership and management