WFH CSR Agent | Entry-Level Training Provided

AIL•San Jose, CA

1d•Remote

About The Position

AO South is expanding its virtual team and seeking motivated, people-focused individuals to join us as Remote Customer Care Agents. In this beginner-friendly role, you'll work directly with individuals and families through scheduled virtual appointments, helping them understand available benefits, answering questions, assisting with enrollment, and providing ongoing client support. We provide the training, mentorship, systems, and support needed to get started, with no previous insurance experience required. This is a commission-based independent contractor opportunity.

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 workspace
Be comfortable communicating through Zoom and phone
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Candidates often transition successfully from backgrounds including: Customer Service, Retail, Hospitality, Healthcare, Education, Administrative Support, Banking, Call Centers, Client Relations, Account Management, Military Service, Recruiting, Sales.

Responsibilities

Welcome & Support Clients: Meet with clients through scheduled Zoom and phone appointments, connect with individuals and families interested in learning about available benefits, listen to client questions, needs, and priorities, provide friendly, professional, and personalized service, build trust through clear communication and reliable follow-up, develop long-term relationships with clients and their families.
Educate Clients About Available Benefits: Explain available life, accident, and supplemental health insurance benefits, conduct needs-focused benefit reviews, present coverage options clearly and professionally, help clients evaluate available options based on their individual needs, answer questions regarding benefits and coverage, guide eligible clients through applications and enrollment, assist with required documentation and beneficiary information.
Provide Ongoing Customer Care: Assist existing clients with policy questions, conduct applicable benefit and policy reviews, help with beneficiary updates, provide ongoing follow-up and service, maintain accurate digital client records, help direct clients to appropriate policy or claims resources, ensure every interaction is handled professionally and ethically.