Remote Client Success Specialist | Customer Service & Benefits

AIL•Chattanooga, TN

16h•Remote

About The Position

Globe Life AO is seeking motivated, people-focused professionals to join their growing virtual team as Remote Client Success Specialists. In this role, you will connect with clients through scheduled Zoom and phone appointments, answer questions, explain available life, accident, and supplemental health insurance benefits, assist with enrollment, and provide ongoing client support. This opportunity is ideal for individuals who enjoy helping people, building relationships, solving problems, and working toward professional goals. No previous insurance experience is required, as structured training, mentorship, licensing guidance, and ongoing development are provided.

Requirements

Be at least 18 years old
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 conducting virtual client appointments
Be willing to complete required training
Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Positive, professional attitude
Self-motivation and personal accountability
Strong organization and time-management skills
Dependability and consistent follow-through
Comfort working independently from home
Ability to communicate confidently through Zoom and phone
Basic computer proficiency
Coachability and willingness to learn
Strong work ethic and goal-oriented mindset
Commitment to providing an exceptional client experience

Nice To Haves

Previous insurance experience is welcomed but not required.
Candidates from the following backgrounds often have highly transferable skills: Customer Service, Client Relations, Retail, Hospitality, Healthcare, Banking or Financial Services, Education, Administrative Support, Call Centers, Military, Sales, Business Development, Account Management.

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Answer questions regarding available benefits and coverage options
Provide professional, personalized customer service
Help clients understand life, accident, and supplemental health insurance options
Assist new clients through applications and enrollment
Support existing clients with benefit and policy-related questions
Maintain accurate client records and follow-up documentation
Provide timely and professional follow-up service
Learn about each client's individual and family protection needs
Explain available solutions in clear, easy-to-understand language
Build trust through professionalism, integrity, and consistent communication
Develop long-term client relationships
Deliver a positive experience before, during, and after enrollment
Participate in structured virtual onboarding
Attend weekly training and coaching sessions
Receive mentorship from experienced leaders
Develop communication, customer service, presentation, and relationship-management skills
Build industry and product knowledge
Participate in leadership development opportunities as you progress
Conduct appointments virtually
Use modern online communication and business tools
Receive virtual training, coaching, and team support
Focus on scheduled client consultations
Benefits education
Customer service
Needs-based recommendations
Enrollment assistance
Relationship building
Ongoing client support