Remote Customer Benefits Advisor

AIL • Savannah, GA

1d • Remote

About The Position

As a Remote Customer Benefits Advisor, you'll help individuals and families understand available life, accident, and supplemental health insurance options through scheduled virtual appointments. You'll combine customer service with consultative insurance sales, helping clients review coverage choices, complete eligible enrollments, and receive ongoing support. No previous insurance experience is required to apply. We provide structured training, licensing guidance, professional mentorship, and continued development to help you prepare for the responsibilities of this opportunity.

Requirements

• Be at least 18 years old.
• Reside within an eligible U.S. location.
• Be legally authorized to work in the United States.
• Have access to a dependable computer or laptop.
• Maintain reliable high-speed internet.
• Have webcam and microphone capability.
• Maintain a professional home workspace.
• Be comfortable conducting Zoom and phone appointments.
• Be willing to complete required training.
• Be comfortable with consultative insurance sales.
• Understand the commission-only compensation structure.
• Hold or be willing and able to obtain the required state Life & Health Insurance License.
• Meet applicable licensing and background requirements.
• Basic computer proficiency.
• Comfort learning Zoom and web-based systems.

Nice To Haves

• Experience in customer service, retail, hospitality, healthcare, banking, education, administration, military service, call centers, client relations, or sales may be helpful but is not required.

Responsibilities

• Contact company-provided prospective clients.
• Schedule virtual appointments through Zoom and phone.
• Welcome clients and explain the consultation process.
• Listen carefully to individual and family concerns.
• Identify financial-protection priorities.
• Answer general questions about the client-service process.
• Build professional relationships through clear communication.
• Maintain accurate appointment and follow-up information.
• Educate clients about available life insurance products.
• Explain accident and supplemental health insurance options.
• Review relevant policy features and coverage choices.
• Conduct needs-based benefit consultations.
• Recommend appropriate coverage solutions.
• Answer questions about insurance applications.
• Assist eligible clients with electronic enrollment.
• Review required documentation.
• Follow applicable state insurance regulations and company procedures.
• Follow up with clients after enrollment.
• Answer general policy-service questions.
• Assist with applicable policy reviews.
• Help clients navigate beneficiary update requests.
• Direct clients to appropriate claims-support resources.
• Maintain accurate digital records.
• Provide dependable communication and follow-through.

Benefits

• Medical insurance reimbursement opportunities.
• Company-supported life insurance.
• Accidental Death Benefit coverage.
• Renewal and residual income opportunities.
• Professional mentorship.
• Leadership-development programs.
• Union representation where applicable.
• Digital business tools.
• Performance recognition programs.
• Performance bonuses.
• Achievement recognition.
• Company-sponsored incentive travel.
• Leadership conferences.
• Professional-development events.
• Team recognition programs.

What This Job Offers

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