Remote Client Relations Specialist

AIL•Milwaukee, WI

17h•Remote

About The Position

AO Globe Life is seeking motivated, service-oriented professionals to join our virtual team as Remote Client Relations Specialists. This opportunity is designed for individuals who want to combine customer service, relationship management, benefits education, consultative insurance sales, and professional development in a fully remote environment. You'll connect with working families, veterans, labor union members, credit union members, and eligible association members through scheduled Zoom and phone consultations. Your role is to help clients understand available life, accident, and supplemental health insurance options, answer questions, identify coverage needs, assist with enrollment once appropriately licensed, and maintain professional client relationships. This is a client-facing insurance sales and service position—not an hourly administrative or inbound-only customer-service role.

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 dependable high-speed internet.
Have webcam and microphone capability.
Maintain a quiet, professional home workspace.
Be comfortable communicating through Zoom and phone.
Demonstrate strong communication and interpersonal skills.
Be professional, dependable, and self-motivated.
Be able to work independently and manage a flexible schedule.
Be comfortable with consultative insurance sales.
Understand the commission-only compensation structure.
Be willing to complete applicable training.
Hold or be willing and able to obtain the required state Life & Health Insurance License.
Be able to complete applicable state licensing and background requirements.
Provide their own computer/laptop, webcam, reliable high-speed internet, and professional remote workspace
Complete required training and participate in virtual meetings
Obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities
Complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense

Nice To Haves

Previous experience in any of the following may be helpful:
Customer Service
Client Relations
Client Success
Sales
Insurance
Account Management
Retail
Hospitality
Healthcare
Financial Services
Call Centers
Leadership
Coaching
Team Development

Responsibilities

Connect with company-provided client opportunities and existing clients.
Schedule and conduct virtual appointments through Zoom and phone.
Build rapport and establish professional client relationships.
Ask questions to understand each client's needs and priorities.
Listen carefully to questions and concerns.
Explain available life, accident, and supplemental health insurance options.
Answer questions about policy features, benefits, and coverage.
Provide needs-based recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Maintain accurate digital records and appointment information.
Provide ongoing customer service and applicable policy reviews.
Assist with beneficiary information and applicable policy service requests.
Help direct clients through appropriate claims-support processes.
Educate clients about available insurance products and benefits.
Help clients understand how coverage may fit their individual needs.
Explain applicable policy features and enrollment options.
Guide eligible clients through electronic applications.
Review application information for completeness.
Explain next steps after enrollment.
Follow up with clients regarding coverage decisions.
Maintain accurate documentation and follow-up records.
Follow company procedures and applicable state insurance requirements.
Participate in structured virtual onboarding.
Attend applicable team meetings, training, and coaching sessions.
Strengthen active listening and professional communication skills.
Develop confidence in virtual presentations.
Learn digital enrollment and client-management systems.
Receive mentorship from experienced representatives and agency leadership.
Work toward individual production and professional-development goals.
Explore leadership development as performance and experience grow.
Client Outreach: Contact interested individuals, respond to inquiries, confirm appointments, and conduct follow-up.
Virtual Consultations: Meet with clients through Zoom or phone to discuss their needs and available benefits.
Benefits Education: Explain insurance products and coverage options clearly and professionally.
Enrollment Assistance: Once licensed, help eligible clients complete electronic applications and required documentation.
Client Support: Answer policy questions, assist with applicable policy reviews, and maintain client relationships.
Training & Coaching: Participate in virtual product education, professional-development sessions, and mentorship.
Independent Organization: Manage appointments, digital records, follow-up, and daily business activity from your home office.
Representatives receive access to company-provided client opportunities, including individuals and families who have requested or expressed interest in receiving benefit information.
The position may involve outbound calls, appointment scheduling, and client follow-up.
Our approach emphasizes client education, appropriate recommendations, enrollment assistance, and ongoing service.