Remote Customer Benefits Specialist

AIL•Columbus, GA

15h•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented individuals to join their virtual team as Remote Customer Benefits Specialists. In this position, you will connect with working families, union members, veterans, and eligible association members through Zoom and phone consultations. You will help clients understand available life, accident, and supplemental health insurance benefits, answer questions, identify coverage needs, and assist with electronic enrollment once appropriately licensed. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales. No previous insurance experience is required. Structured training, licensing guidance, mentorship, and ongoing professional development are provided.

Requirements

Be at least 18 years old.
Be physically located within an eligible U.S. location.
Be legally authorized to work in the United States.
Have a reliable computer or laptop.
Maintain dependable high-speed internet.
Have webcam and microphone capability.
Maintain a quiet, professional home workspace.
Be comfortable communicating through Zoom and phone.
Demonstrate strong communication and interpersonal skills.
Be professional, dependable, and self-motivated.
Be able to work independently and manage a flexible schedule.
Be comfortable with consultative insurance sales.
Understand the commission-only compensation structure.
Be willing to complete applicable training.
Hold or be willing and able to obtain the required state Life & Health Insurance License.
Be able to complete applicable state licensing and background requirements.
No college degree or previous insurance experience is required.
Must provide: Reliable desktop or laptop computer, High-speed internet connection, Webcam and microphone, Dependable phone capability, Quiet, professional workspace, Basic computer proficiency.
Previous experience in any of the following may be helpful: Customer Service, Client Relations, Account Management, Insurance, Sales, Retail, Hospitality, Healthcare, Financial Services, Call Centers, Leadership, Coaching, Team Development.

Nice To Haves

Previous experience in Customer Service, Client Relations, Account Management, Insurance, Sales, Retail, Hospitality, Healthcare, Financial Services, Call Centers, Leadership, Coaching, Team Development may be helpful.

Responsibilities

Connect with company-provided leads and existing clients.
Schedule and conduct virtual Zoom and phone appointments.
Ask questions to understand client needs, priorities, and financial-protection goals.
Build professional relationships through clear, responsive communication.
Answer questions about available benefits and coverage options.
Follow up with prospective and existing clients.
Maintain accurate digital client records and appointment information.
Provide ongoing customer service and applicable policy reviews.
Assist with beneficiary information and applicable policy service requests.
Explain available life, accident, and supplemental health insurance coverage.
Educate clients about policy features, benefits, and enrollment options.
Provide needs-based recommendations once appropriately licensed.
Assist eligible clients with electronic applications and enrollment.
Review application information for completeness.
Explain applicable next steps after enrollment.
Follow company procedures and state insurance requirements.
Participate in structured virtual onboarding.
Attend applicable team meetings, training, and coaching sessions.
Develop professional communication and presentation skills.
Learn digital enrollment and client-management systems.
Receive mentorship from experienced representatives and agency leadership.
Work toward individual production and professional-development goals.
Contact interested individuals, respond to inquiries, confirm appointments, and conduct follow-up.
Meet with clients through Zoom or phone to discuss their needs and available benefits.
Explain insurance products and coverage options clearly and professionally.
Once licensed, help eligible clients complete electronic applications and required documentation.
Answer policy questions, assist with applicable coverage reviews, and maintain client relationships.
Participate in virtual product education, professional-development sessions, and mentorship.
Manage appointments, digital records, follow-up, and daily business activity from your home office.
Representatives receive access to company-provided client opportunities, including individuals and families who have requested or expressed interest in receiving benefit information.
The position may involve outbound calls, appointment scheduling, and client follow-up.
Our approach emphasizes client education, appropriate recommendations, enrollment assistance, and ongoing service.
Client appointments, training, coaching, applications, and team communication are conducted virtually.
Representatives use technology such as Zoom, Phone and email, Digital presentation systems, Electronic enrollment platforms, Client-management tools, Online training resources.
Representatives have flexibility in organizing their schedules while maintaining consistent activity for client consultations, appointment scheduling, client follow-up, training, team communication, professional development, and production goals.
State insurance licensing guidance, Product and benefits education, Customer-service development, Client communication and relationship management, Consultative sales techniques, Virtual presentation skills, Electronic enrollment procedures, Digital documentation, One-on-one mentorship, Ongoing coaching, Leadership development.
Representatives who demonstrate strong results, professionalism, consistency, and leadership potential may pursue additional responsibilities.
Future responsibilities may include training and mentoring newer representatives, coaching, recruiting, team development, performance accountability, and leadership.