Remote Customer Service Representative | Training Provided

AIL•Jacksonville, FL

3d•Remote

About The Position

AO | Globe Life is expanding its virtual team and seeking motivated, service-focused professionals to join us as Remote Client Success Specialists. You'll work with individuals and families through scheduled virtual appointments, answer questions, explain available benefits, assist with enrollment, and provide continued client support. This opportunity combines Customer Service, Client Support, Benefits Education, Relationship Building, and Consultative Insurance Sales. Previous insurance experience is not required. We provide structured training, licensing guidance, mentorship, and ongoing professional development to help motivated candidates learn the business.

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 home workspace
Be comfortable communicating through Zoom and phone
Be comfortable using web-based technology
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Friendly and comfortable speaking with people
A strong verbal and written communicator
An active listener
Customer-focused and service-oriented
Positive and professional
Dependable and consistent
Self-motivated
Organized with strong time-management skills
Comfortable solving problems
Able to work independently from home
Comfortable collaborating with a virtual team
Confident learning new technology
Coachable and receptive to feedback
Goal-oriented
Motivated by measurable results
Interested in professional and leadership growth

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in available benefits
Listen carefully to client questions, concerns, and priorities
Provide friendly, professional, and personalized service
Answer benefit and coverage questions clearly
Explain information in easy-to-understand language
Maintain consistent communication and follow-up
Assist existing clients with applicable policy-related service needs
Maintain accurate digital client records
Manage appointments and follow-up activities
Build lasting relationships through trust, professionalism, and dependable service
Conducting virtual benefit consultations
Explaining life, accident, and supplemental health insurance options
Identifying individual and family protection needs
Helping clients compare available coverage options
Making needs-based recommendations
Assisting eligible clients with applications and enrollment
Completing required documentation
Assisting with beneficiary information
Conducting applicable policy and benefit reviews
Providing ongoing support after enrollment