CSR Fully Remote | Remote Client Specialist

AIL • Charlotte, NC

3d • Remote

About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, dependable, and people-focused professionals to join us as Remote Client Success Specialists. You'll work directly with individuals and families through virtual appointments, helping them understand available benefits, answering questions, assisting with enrollment, and providing continued client service. This position combines customer service, client relationship management, benefits education, and consultative insurance sales in a fully remote environment. We provide the training, mentorship, licensing guidance, and ongoing professional development needed to help motivated individuals 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 home 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

Nice To Haves

• Previous experience in Customer Service
• Previous experience in Client Services
• Previous experience in Member Services
• Previous experience in Call Centers
• Previous experience in Administrative Support
• Previous experience in Healthcare
• Previous experience in Hospitality
• Previous experience in Retail
• Previous experience in Education
• Previous experience in Banking
• Previous experience in Financial Services
• Previous experience in Account Management
• Previous experience in Recruiting
• Previous experience in Military Service
• Previous experience in Insurance
• Previous experience in Sales

Responsibilities

• Meet with prospective and existing clients through scheduled Zoom and phone appointments
• Connect with individuals and families interested in learning about available benefits
• Listen carefully to client questions, needs, and financial protection priorities
• Provide friendly, professional, and personalized customer service
• Answer questions regarding available benefits and coverage options
• Build relationships through consistent communication and follow-up
• Assist existing clients with applicable policy reviews and updates
• Help with beneficiary-related service requests
• Provide continued support after enrollment
• Maintain accurate digital client records and documentation
• Manage appointments and follow-up activities
• Deliver a positive client experience from beginning to end
• 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
• Answer questions clearly without unnecessary industry jargon
• Recommend appropriate benefit solutions
• Assist eligible clients through applications and enrollment
• Complete required documentation accurately
• Provide ongoing service after coverage is established

Benefits

• Medical insurance reimbursement opportunities
• Company-supported life insurance
• Accidental Death Benefit coverage
• Renewal and residual income opportunities
• OPEIU Local 277 representation where applicable
• Professional coaching and mentorship
• Leadership-development programs
• Virtual business technology and tools
• Professional recognition programs
• Company-sponsored incentive travel
• Leadership conventions and conferences
• Professional-development events
• Performance bonuses
• Achievement awards
• Team recognition
• Additional performance-based incentives
• Leadership experiences and advancement opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed