Remote Client Success Specialist

AIL•Corpus Christi, TX
•Remote

About The Position

AO is seeking motivated, service-oriented professionals to join our growing team as Remote Client Success Specialists. This fully remote opportunity is ideal for individuals who enjoy building relationships, solving problems, and delivering exceptional client experiences while developing professionally in a supportive, mentorship-driven environment. Whether you're beginning a new career or bringing experience in customer service, sales, healthcare, education, or hospitality, we provide the training, mentorship, and tools you need to succeed. No prior insurance experience is required. Comprehensive training and ongoing support are provided. For more than 70 years, AO has proudly served working families by providing supplemental life, accident, and health benefits to members of labor unions, credit unions, associations, veterans, and their families. As part of the Globe Life family of companies, we are committed to developing future leaders through mentorship, professional development, and performance-based advancement.

Requirements

  • Excellent communication and active listening skills
  • Strong customer service mindset
  • Self-motivation and accountability
  • Problem-solving and critical-thinking abilities
  • Strong organizational and time-management skills
  • Professionalism and integrity
  • Ability to work independently while collaborating remotely
  • Basic computer proficiency and comfort using virtual communication platforms
  • Positive attitude and willingness to learn
  • Must be at least 18 years of age
  • Must be legally authorized to work in the United States
  • Must be physically located within the United States
  • Ability to obtain any required state insurance licensing (guidance provided)
  • Computer or laptop
  • Reliable high-speed internet connection
  • Webcam and microphone capability
  • Quiet, professional workspace

Nice To Haves

  • Experience in customer service
  • Experience in client success
  • Experience in sales
  • Experience in retail
  • Experience in hospitality
  • Experience in healthcare
  • Experience in education
  • Experience in financial services
  • Experience in business development

Responsibilities

  • Meet with clients through Zoom and phone consultations
  • Welcome and onboard new clients
  • Explain available benefit and coverage options clearly and professionally
  • Guide clients through enrollment and application processes
  • Respond promptly to client questions and service requests
  • Assist clients with policy reviews, updates, and ongoing support
  • Build long-term client relationships through outstanding service
  • Maintain regular follow-up communication
  • Deliver personalized solutions based on client needs
  • Maintain accurate records while ensuring compliance with company policies and industry regulations
  • Participate in virtual training and mentorship programs
  • Strengthen communication, leadership, and client service skills
  • Collaborate with a supportive remote team
  • Pursue continuous learning and career advancement opportunities

Benefits

  • Medical reimbursement program for qualifying representatives
  • Company-supported life insurance
  • Union-supported work environment
  • Leadership conferences and development events
  • Incentive travel opportunities for qualifying team members
  • Performance recognition programs
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