Remote Client Solutions Specialist | Customer Service & Benefits
About The Position
AO is seeking motivated, people-focused professionals to join our virtual team as Remote Client Solutions Specialists. In this role, you'll connect with individuals and families who are seeking information about available benefits, answer questions, explain coverage options, and help clients make informed decisions about protecting themselves and their families. This position combines customer service, relationship building, benefits education, and consultative sales in a fully remote environment. Whether you're beginning a new career, changing industries, or bringing previous client-facing experience, we provide the training, mentorship, and ongoing support needed to help you succeed. No prior insurance experience is required.
Requirements
- Excellent verbal and written communication skills
- Strong active listening abilities
- Customer-focused and service-oriented mindset
- Relationship-building skills
- Positive and professional demeanor
- Self-motivation and personal accountability
- Strong problem-solving abilities
- Organization and attention to detail
- Goal-oriented mindset
- Ability to work independently from home
- Comfort using virtual communication technology
- Coachability and willingness to learn
- Professionalism and integrity
- Commitment to continuous improvement
- 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 participate in training and professional development
- Be willing and able to obtain the appropriate state Life & Health Insurance License
Nice To Haves
- Previous insurance experience is not required.
- Experience in Customer Service
- Client Relations
- Sales
- Retail
- Hospitality
- Healthcare
- Banking or Financial Services
- Education
- Administrative Support
- Call Center Operations
- Account Management
- Recruiting
- Leadership or Management
Responsibilities
- Meet with clients virtually through Zoom and phone appointments
- Connect with individuals and families seeking information about available benefits
- Build strong client relationships through professional, personalized service
- Ask questions to understand client needs, priorities, and concerns
- Answer questions regarding available benefits and coverage options
- Explain products and services clearly and accurately
- Provide solutions based on individual client needs
- Assist clients throughout the application and enrollment process
- Provide ongoing service and follow-up after enrollment
- Maintain accurate digital client records and documentation
- Participate in structured virtual onboarding and training
- Attend weekly coaching and development sessions
- Receive mentorship from experienced leaders
- Develop communication, customer service, and relationship-management skills
- Learn industry products, systems, and best practices
- Participate in leadership development opportunities
- Collaborate with a supportive virtual team
Benefits
- Flexible Scheduling Opportunities
- Weekly Commission-Based Pay
- Performance Bonuses & Renewals
- Comprehensive Training & Mentorship
- Leadership Advancement Opportunities
- Company-supported life insurance
- Medical reimbursement program
- Renewal income opportunities
- Leadership development programs
- Professional coaching and mentorship
- Company-sponsored incentive travel
- Leadership conferences and recognition events
- Performance-based awards and incentives
- Virtual business systems and technology
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
