WORK FROM HOME Entry-Level Agent – Remote Client Success Specialist

AIL•Colorado Springs, CO

15h•Remote

About The Position

Globe Life AO is expanding its virtual team and seeking motivated, dependable, and people-focused individuals to join us as Entry-Level Remote Agents / Client Success Specialists. You'll work virtually with individuals and families who have requested information about available benefits, helping them understand their options, answering questions, assisting with enrollment, and providing continued client support. 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 through Zoom and phone
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities

Nice To Haves

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

Responsibilities

Connect With Clients Virtually: Meet with prospective and existing clients through scheduled Zoom and phone appointments, connect with individuals who have requested information about available benefits, ask questions to understand each client's needs and priorities, answer questions professionally and clearly, create a positive and personalized client experience, build long-term relationships through consistent communication and follow-up.
Educate & Assist Families: Explain available life, accident, and supplemental health insurance options, help clients understand benefit and coverage information, identify individual and family protection needs, recommend appropriate solutions based on those needs, guide eligible clients through applications and enrollment, complete required documentation accurately.
Provide Ongoing Customer Service: Conduct policy reviews, assist with beneficiary updates, respond to policy and coverage questions, provide ongoing follow-up and client support, maintain accurate digital client records, manage appointments and schedules, follow company procedures and applicable state insurance requirements.
Connect → Understand Needs → Educate → Recommend Solutions → Enroll → Provide Ongoing Service