Remote Client Success Team Lead | Benefits & Leadership Development
About The Position
AO is expanding its virtual team and seeking motivated, service-driven professionals to join us as Remote Client Success Team Leads. This opportunity combines client service, benefits education, relationship management, and leadership development. You'll work directly with individuals and families who have requested information about available benefits while developing the skills needed to mentor others and pursue future leadership opportunities. AO provides structured training, ongoing mentorship, and professional development to help you succeed. Previous insurance experience is not required. AO ā American Income Division serves working families by providing supplemental life, accident, and health insurance benefits. As part of the Globe Life family of companies, we focus on delivering personalized service while developing professionals through training, mentorship, and performance-based career advancement. Our virtual environment is built around client service and relationship building, professional development, leadership mentorship, team collaboration, accountability and integrity, and performance-based growth.
Requirements
- 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 reliable computer or laptop
- Maintain reliable high-speed internet
- Have webcam and microphone capability
- Maintain a quiet, professional workspace
- Be comfortable communicating through Zoom and phone
- Be willing to complete required training
- Be willing and able to obtain a state Life & Health Insurance License
- Strong verbal and written communication skills
- Excellent customer service and relationship-building abilities
- Leadership potential and initiative
- Positive, professional attitude
- Ability to motivate, encourage, and support others
- Self-motivation and personal accountability
- Strong organization and time-management skills
- Effective problem-solving abilities
- Ability to work independently in a remote environment
- Comfort collaborating with a virtual team
- Coachability and openness to feedback
- Commitment to integrity and professional growth
Nice To Haves
- Leadership Experience Helpful, Not Required
- Previous insurance experience is not required.
- Experience in Customer Service
- Experience in Team Leadership
- Experience in Client Relations
- Experience in Sales
- Experience in Account Management
- Experience in Healthcare
- Experience in Hospitality
- Experience in Retail Management
- Experience in Recruiting
- Experience in Education or Training
- Experience in Administrative Leadership
- Experience in Business Operations
- Leadership experience is helpful but not required. We welcome motivated professionals who demonstrate leadership potential and a genuine desire to grow.
Responsibilities
- Conduct scheduled virtual appointments through Zoom and phone
- Connect with clients who have requested information about available benefits
- Learn about client needs and answer coverage questions
- Explain supplemental benefit options clearly and professionally
- Assist clients with applications, enrollment, and benefit updates
- Provide ongoing customer service and follow-up
- Build long-term client relationships through trust and consistent communication
- Maintain accurate digital records and documentation
- Support and mentor newer team members
- Encourage accountability, professionalism, and consistent client service
- Participate in leadership meetings and development sessions
- Strengthen coaching, communication, and presentation skills
- Collaborate with experienced leaders on team goals and initiatives
- Help create a positive, supportive virtual team environment
- Develop skills for future leadership and management opportunities
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Residual income opportunities
- Leadership development programs
- Professional conferences and events
- Company-sponsored incentive travel
- Performance recognition programs
- Modern virtual technology and business tools
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
