Customer Care Agent – Beginner Level | ALL Remote / Work From Home

AIL•Colorado Springs, CO

12d•Remote

About The Position

AO South is expanding its virtual team and seeking motivated, people-focused individuals to join us as Remote Customer Care Agents. In this beginner-friendly role, you'll work directly with individuals and families through scheduled virtual appointments, helping them understand available benefits, answering questions, assisting with enrollment, and providing ongoing client support. Whether you're entering the workforce, changing careers, or bringing experience from customer service, retail, hospitality, healthcare, administration, education, or sales, we'll provide the training, mentorship, systems, and support needed to get started. 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 willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

An excellent communicator and active listener
Friendly, professional, and comfortable working with people
Customer-focused and relationship-oriented
Self-motivated and personally accountable
Goal-oriented and driven to improve
Organized with strong time-management skills
Dependable and consistent with follow-up
Comfortable learning new technology
Able to work independently from home
Comfortable collaborating within a virtual team
Adaptable and able to solve problems
Coachable and receptive to feedback
Interested in long-term professional and financial growth
Candidates often transition successfully from backgrounds including: Customer Service • Retail • Hospitality • Healthcare • Education • Administrative Support • Banking • Call Centers • Client Relations • Account Management • Military Service • Recruiting • Sales
Entry-level applicants, recent graduates, and career changers are encouraged to apply.

Responsibilities

Welcome & Support Clients: Help create a positive experience from the client's first appointment through ongoing service. Meet with clients through scheduled Zoom and phone appointments. Connect with individuals and families interested in learning about available benefits. Listen to client questions, needs, and priorities. Provide friendly, professional, and personalized service. Build trust through clear communication and reliable follow-up. Develop long-term relationships with clients and their families.
Educate Clients About Available Benefits: Once appropriately licensed, help clients better understand their financial protection options. Explain available life, accident, and supplemental health insurance benefits. Conduct needs-focused benefit reviews. Present coverage options clearly and professionally. Help clients evaluate available options based on their individual needs. Answer questions regarding benefits and coverage. Guide eligible clients through applications and enrollment. Assist with required documentation and beneficiary information.
Provide Ongoing Customer Care: Assist existing clients with policy questions. Conduct applicable benefit and policy reviews. Help with beneficiary updates. Provide ongoing follow-up and service. Maintain accurate digital client records. Help direct clients to appropriate policy or claims resources. Ensure every interaction is handled professionally and ethically.