Remote Customer Service Representative | Work From Home

Globe Life AIL - Lisa Russel•Duluth, MN

14h•Remote

About The Position

AO is expanding its virtual team and seeking motivated individuals to join us as Remote Customer Service & Sales Representatives. You'll work directly with individuals and families who have requested information about available benefits, helping them understand their options, answering questions, and guiding them through the enrollment process. This opportunity combines customer service, relationship management, benefits education, and consultative sales. It's designed for individuals who enjoy helping people but also want their effort, consistency, and performance to create greater earning and advancement opportunities. No previous insurance experience is required. We provide the training, mentorship, and licensing guidance to help you get started.

Requirements

Be at least 18 years old
Be legally authorized to work in the United States
Be physically located within the United States
Have access to a computer or laptop
Maintain reliable high-speed internet
Have webcam and microphone capability
Maintain a quiet, professional workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to participate in required training and professional development
Be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication
Strong customer-service skills
Active listening and problem-solving abilities
Confidence working with people
Professionalism and integrity
Positive, solutions-focused attitude
Self-motivation and personal accountability
Strong organization and time management
Dependable follow-through
Comfort working independently
Basic computer proficiency
Comfort using Zoom and virtual communication tools
Goal-oriented mindset
Coachability and openness to feedback
Desire for professional and financial growth

Nice To Haves

Experience in Customer Service
Retail
Hospitality
Healthcare
Education
Banking
Financial Services
Call Centers
Administration
Client Relations
Account Management
Recruiting
Military Service
Sales
Leadership

Responsibilities

Build relationships with prospective and existing clients while delivering a professional, positive experience.
Meet with clients through scheduled Zoom and phone appointments
Connect with individuals who have requested information about available benefits
Listen to client questions, concerns, and priorities
Provide clear and professional guidance
Conduct benefit and policy reviews
Assist existing clients with applicable service needs
Maintain consistent follow-up communication
Build long-term relationships based on trust and exceptional service
Maintain accurate digital client records
Help families understand their options so they can make informed decisions.
Explain available life, accident, and supplemental health insurance benefits
Review coverage features and available options
Identify individual and family protection needs
Provide needs-based recommendations
Present information in a clear, easy-to-understand manner
Answer questions regarding available coverage
Assist clients through applications and enrollment
Help ensure clients understand the coverage they select
Provide ongoing service following enrollment
Client consultations
Benefits education
Needs-based conversations
Enrollment assistance
Relationship building
Follow-up
Ongoing client service