WFH Entry-Level Engagement Representative | Client Services

Globe Life AIL - Lisa Russel•Lafayette, LA

1d•Remote

About The Position

AO is expanding and seeking motivated, people-focused professionals to join our virtual team as Policyholder Engagement Representatives. In this role, you'll connect with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment and policy-related needs, and build long-term relationships through professional service and follow-up. This opportunity combines customer service, policyholder support, benefits education, relationship building, and consultative insurance sales in a fully remote environment. We provide comprehensive training, licensing guidance, one-on-one mentorship, and ongoing professional development to help motivated individuals learn the business and build confidence.

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 learning web-based technology
Be willing to complete required training and professional development
Be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent communication and active-listening skills
Customer-focused, people-first mindset
Positive and professional demeanor
Strong relationship-building abilities
Self-motivation and personal accountability
Dependability and effective time management
Strong organization and attention to detail
Problem-solving and critical-thinking abilities
Comfort working independently from home
Ability to collaborate within a virtual team
Comfort using Zoom and web-based technology
Coachability and willingness to learn
Goal-oriented mindset
Desire to grow professionally and financially
Commitment to ethical, client-focused service

Nice To Haves

Previous insurance experience is not required.
Experience in Customer Service, Member Services, Retail, Hospitality, Healthcare, Education, Administrative Support, Banking, Financial Services, Call Centers, Client Relations, Account Management, Military Service, Sales, Leadership or Management may transfer well.
Recent graduates and motivated career changers are encouraged to apply.

Responsibilities

Connect with clients through scheduled Zoom and phone appointments
Work with individuals and families who have requested information about available benefits
Listen to client questions, needs, and financial protection priorities
Provide clear, professional, and personalized guidance
Build relationships through responsive customer service
Follow up with clients regarding questions and service needs
Maintain accurate digital records and documentation
Build long-term relationships based on trust, professionalism, and consistent communication
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and benefit choices
Identify individual and family protection needs
Provide needs-based recommendations
Guide eligible clients through applications and enrollment
Assist with required documentation
Help clients understand the coverage they select
Provide ongoing policy support and service
Assist existing clients with policy and benefit reviews, coverage questions, beneficiary information updates, policy-related service needs, follow-up communication, and changes in financial protection needs.