Remote Client Benefits Specialist
About The Position
AO Globe Life is seeking motivated individuals to join our virtual team as Remote Client Benefits Specialists. In this client-facing position, you'll help working families understand available life, accident, and supplemental health insurance benefits through Zoom and phone consultations. You'll build relationships, identify client needs, explain coverage options, assist with applications and enrollment once appropriately licensed, and provide ongoing customer service. No previous insurance experience is required. We provide structured training, licensing guidance, mentorship, and continued professional development. This position combines customer service, benefits education, relationship management, and consultative insurance sales.
Requirements
- Be at least 18 years old.
- Be physically located within an eligible U.S. location.
- Be legally authorized to work in the United States.
- Have a reliable computer or laptop.
- Maintain reliable high-speed internet.
- Have webcam and microphone capability.
- Maintain a quiet, professional workspace.
- Be comfortable with virtual client appointments.
- Be comfortable with consultative insurance sales.
- Understand the commission-based compensation structure.
- Be willing to complete required training.
- Hold or be willing and able to obtain the required state Life & Health Insurance License.
Nice To Haves
- Customer Service
- Client Services
- Member Services
- Call Centers
- Retail
- Hospitality
- Healthcare
- Banking
- Financial Services
- Education
- Military Service
- Administration
- Account Management
- Recruiting
- Sales
Responsibilities
- Conduct virtual client appointments through Zoom and phone.
- Connect with individuals and families interested in benefit information.
- Ask questions to understand financial-protection needs and priorities.
- Explain available life, accident, and supplemental health insurance options.
- Answer questions regarding policy features, coverage, and enrollment.
- Provide needs-based recommendations once appropriately licensed.
- Assist eligible clients with digital applications and enrollment.
- Maintain accurate client documentation and electronic records.
- Follow up with prospective and existing clients.
- Conduct applicable policy and benefits reviews.
- Assist with beneficiary information and policy service requests.
- Provide professional customer service before and after enrollment.
- Participate in virtual training, coaching, and professional development.
- Follow applicable company procedures and state insurance regulations.
Benefits
- Medical insurance reimbursement opportunities
- Company-supported life insurance
- Accidental Death Benefit coverage
- Renewal and residual income opportunities
- Professional coaching and mentorship
- Leadership-development programs
- OPEIU Local 277 representation where applicable
- Virtual business resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
