Remote Client Relationship Specialist | Customer Service & Benefits

Globe Life AIL - Lisa Russel•Madison, WI
•Remote

About The Position

AO – Globe Life is seeking motivated, people-focused professionals to join our growing virtual team as Remote Client Relationship Specialists. You'll meet with individuals and families through scheduled virtual appointments, answer questions about available benefits, provide personalized guidance, and deliver exceptional service throughout the client experience. This opportunity combines customer service, relationship management, benefits education, and consultative sales while providing the flexibility of working from home. Whether you're starting a new career or bringing experience from another industry, we provide comprehensive training, mentorship, and ongoing professional development. No previous insurance experience is required.

Requirements

  • Be at least 18 years of age
  • Be legally authorized to work in the United States
  • Be physically located within the United States
  • Have access to a computer or laptop
  • Maintain reliable high-speed internet
  • Have webcam and microphone capability
  • Maintain a quiet, professional workspace
  • Be comfortable communicating with clients through Zoom and phone
  • Be willing to complete required training
  • Be willing and able to obtain the appropriate state Life & Health Insurance License
  • Excellent verbal and written communication skills
  • Strong interpersonal and relationship-building abilities
  • Active listening and problem-solving skills
  • Positive, professional demeanor
  • Customer-focused mindset
  • Self-motivation and personal accountability
  • Strong organization and attention to detail
  • Ability to manage time effectively
  • Comfort working independently from home
  • Ability to collaborate within a virtual team
  • Coachability and willingness to learn
  • Professionalism and integrity
  • Desire for continuous personal and professional growth

Nice To Haves

  • Previous insurance experience is not required.
  • Relevant experience may include: Customer Service, Client Relations, Sales, Retail, Hospitality, Healthcare, Education, Banking or Financial Services, Administrative Support, Call Center Operations, Account Management, Recruiting, Leadership or Management, Military Service

Responsibilities

  • Meet with clients virtually through Zoom and phone appointments
  • Connect with individuals and families seeking information regarding available benefits
  • Build trust through professional, personalized communication
  • Ask questions to understand each client's needs and priorities
  • Explain available life, accident, and supplemental health insurance options
  • Answer questions clearly and professionally
  • Assist clients throughout the application and enrollment process
  • Provide ongoing service and follow-up
  • Maintain accurate digital client records and documentation
  • Develop long-term client relationships through consistent service
  • Participate in structured virtual onboarding
  • Attend ongoing training and weekly coaching
  • Receive mentorship from experienced leaders
  • Strengthen communication and relationship-management skills
  • Develop customer service and consultative sales skills
  • Learn products, systems, and industry best practices
  • Participate in leadership development opportunities
  • Collaborate with a supportive virtual team

Benefits

  • 100% Remote
  • Flexible Scheduling Opportunities
  • Qualified Client Opportunities
  • No Traditional Cold Calling
  • Weekly Commission-Based Pay
  • Performance Bonuses & Renewals
  • Training & Mentorship Provided
  • Leadership Advancement Opportunities
  • Company-supported life insurance
  • Medical/health insurance reimbursement program
  • Renewal income opportunities
  • Leadership development resources
  • Professional mentorship and coaching
  • Virtual business systems and technology
  • Recognition and advancement programs
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