Remote Customer Experience & Benefits Specialist
About The Position
AO is expanding its virtual team and seeking motivated, people-focused professionals to join us as Remote Insurance Representatives. You'll meet virtually with individuals and families to help them understand available life, accident, and supplemental health insurance benefits, identify their needs, and guide them toward appropriate coverage solutions. This role combines customer service, benefits education, relationship building, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide comprehensive training, licensing guidance, mentorship, and ongoing professional development.
Requirements
- Be at least 18 years old
- Be legally authorized to work in the United States
- Be physically located within the United States
- Hold or be willing and eligible to obtain the appropriate state Life & Health Insurance License
- Have access to a computer or laptop
- Have a webcam and microphone
- Maintain reliable high-speed internet
- Have a quiet, professional workspace
- Be comfortable meeting with clients virtually
- Be willing to complete required training and professional development
- Excellent communication and active-listening skills
- Genuine desire to help people
- Strong customer-service mindset
- Professionalism, integrity, and reliability
- Self-motivation and personal accountability
- Strong organization and time-management skills
- Problem-solving and critical-thinking abilities
- Confidence communicating through Zoom and phone
- Ability to work independently
- Comfort working within a virtual team
- Basic computer proficiency
- Positive, coachable attitude
- Willingness to accept feedback and continuously improve
- Goal-oriented and growth-focused mindset
Nice To Haves
- Previous experience in Customer Service
- Previous experience in Sales
- Previous experience in Client Relations
- Previous experience in Retail
- Previous experience in Hospitality
- Previous experience in Healthcare
- Previous experience in Education
- Previous experience in Banking
- Previous experience in Financial Services
- Previous experience in Administrative Support
- Previous experience in Recruiting
- Previous experience in Call Centers
- Previous experience in Business Development
- Previous experience in Military Service
- Previous experience in Leadership
- Previous experience in Management
Responsibilities
- Meet virtually with individuals and families to help them understand available life, accident, and supplemental health insurance benefits.
- Identify client needs and guide them toward appropriate coverage solutions.
- Connect with clients through scheduled Zoom and phone appointments to understand individual and family protection needs.
- Explain life, accident, and supplemental health insurance options.
- Review available benefits and policy features.
- Answer coverage questions clearly and professionally.
- Provide needs-based recommendations.
- Guide clients through applications and enrollment.
- Assist with required documentation.
- Conduct policy reviews and discuss appropriate updates.
- Assist clients with policy questions and service requests.
- Assist with beneficiary updates.
- Assist with coverage reviews.
- Assist with policy changes.
- Provide claims-related guidance.
- Conduct follow-up communication.
- Address changing family protection needs.
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- Professional development resources
- Leadership development programs
- Union-supported work environment
- Performance bonuses and contests
- Leadership recognition
- Professional conferences
- Advancement opportunities
- Additional performance-based rewards
- Incentive travel opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
