CSR Fully Remote | Remote Client Success Specialist

AIL•Charlotte, NC

1d•Remote

About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, people-focused professionals to join us as Remote Client Success Specialists. This position combines customer service, client relationship management, benefits education, and consultative insurance sales in a fully remote environment. You'll work directly with individuals and families through virtual appointments, helping them understand available benefits, answering questions, assisting with enrollment, and providing ongoing client support. No previous insurance experience is required. We provide the training, mentorship, licensing guidance, and ongoing professional development needed to get started.

Requirements

Be at least 18 years of age
Be physically located within the United States
Be legally authorized to work in the United States
Have access to a reliable computer or laptop
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable using Zoom and web-based technology
Be comfortable communicating with clients by phone and video
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 customer service and interpersonal abilities
Active listening and problem-solving skills
Friendly and professional phone/Zoom presence
Positive attitude and strong work ethic
Self-motivation and personal accountability
Strong organization and time-management skills
Dependability and consistent follow-through
Comfort working independently from home
Basic computer and technology proficiency
Ability to adapt and learn quickly
Coachability and openness to feedback
Goal-oriented and performance-driven mindset
Genuine interest in helping individuals and families

Nice To Haves

Experience in Customer Service
Experience in Client Services
Experience in Member Services
Experience in Call Centers
Experience in Administrative Support
Experience in Healthcare
Experience in Hospitality
Experience in Retail
Experience in Education
Experience in Banking or Financial Services
Experience in Account Management
Experience in Recruiting
Military Service
Sales Experience

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in learning about available benefits
Listen to client needs, questions, and financial protection priorities
Provide professional, personalized customer service
Answer questions regarding available benefits and coverage options
Assist existing clients with applicable policy reviews and updates
Provide consistent follow-up and ongoing support
Maintain accurate digital records and documentation
Build long-term relationships through trust, communication, and dependable service
Conduct virtual benefit consultations
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and available choices
Identify solutions based on individual and family needs
Assist clients through applications and enrollment
Help with required documentation and beneficiary information
Provide ongoing service after enrollment