Remote Life & Health Insurance Representative

AIL•Des Moines, IA

1d•Remote

About The Position

Globe Life AO is seeking motivated, service-driven professionals to join their growing virtual team as Remote Client Success Specialists. This role involves working with individuals and families through scheduled Zoom and phone appointments to help them understand available life, accident, and supplemental health insurance benefits, answer questions, identify needs, and guide them through appropriate coverage options. The opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales in a fully remote environment. No previous insurance experience is required, as comprehensive training, licensing guidance, mentorship, and ongoing professional development are provided.

Requirements

Be at least 18 years of age
Be physically located within the United States
Be legally authorized to work in the United States
Hold or be willing and eligible to obtain the appropriate state insurance license
Have access to a computer or laptop with webcam capability
Maintain reliable high-speed internet
Have microphone capability
Maintain a quiet, professional workspace
Be comfortable conducting virtual client appointments
Be willing to complete required training and professional development
Excellent communication and active-listening skills
Strong customer-service mindset
Genuine desire to help others
Strong interpersonal and relationship-building abilities
Professionalism, integrity, and reliability
Self-motivation and personal accountability
Strong organization and time-management skills
Problem-solving and critical-thinking abilities
Ability to work independently from home
Comfort collaborating within a virtual team
Basic computer proficiency
Confidence using Zoom and virtual communication tools
Coachability and openness to feedback
Goal-oriented mindset and willingness to continuously learn

Nice To Haves

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

Responsibilities

Conduct scheduled virtual consultations through Zoom and phone
Welcome and assist new clients throughout the enrollment process
Listen carefully to understand individual and family needs
Explain available life, accident, and supplemental health benefit options
Answer questions regarding coverage, benefits, and policy features
Provide personalized, needs-based recommendations
Guide clients through applications and enrollment
Respond professionally to questions and service requests
Maintain consistent follow-up throughout the client relationship
Provide ongoing support with policy reviews, beneficiary updates, coverage questions, policy changes, service requests, claims-related guidance, changes in family protection needs, follow-up communication, and ongoing policy support.
Focus on scheduled client conversations, benefits education, needs assessment, personalized recommendations, enrollment assistance, client follow-up, and relationship building.
Deliver exceptional client service.
Build long-term client relationships.