Remote Member Advisor | Client Benefits & Support

Globe Life AIL - Lisa RusselColorado Springs, CO
Remote

About The Position

AO is expanding its virtual team and seeking motivated, service-driven professionals to join us as Remote Member Relationship Advisors. In this role, you'll connect with individuals and working families who have requested information regarding available benefits, help them understand their options, guide them through enrollment, and continue providing service throughout the client relationship. This opportunity combines member service, client relationship management, benefits education, and consultative insurance sales within a 100% remote environment. Whether you're beginning a new career, changing industries, or bringing experience from customer service, healthcare, hospitality, retail, banking, administration, education, or sales, we provide the training, mentorship, licensing guidance, and ongoing professional development needed to get started. No previous insurance experience is required.

Requirements

  • Be at least 18 years of age
  • Be legally authorized to work in the United States
  • Be physically located within 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 with members through Zoom and phone
  • Be willing to complete required training and professional development
  • Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

  • Previous experience in Customer Service
  • Previous experience in Member Services
  • Previous experience in Client Relations
  • Previous experience in Account Management
  • Previous experience in Healthcare
  • Previous experience in Hospitality
  • Previous experience in Retail
  • Previous experience in Banking
  • Previous experience in Financial Services
  • Previous experience in Administrative Support
  • Previous experience in Call Center Operations
  • Previous experience in Education
  • Previous experience in Recruiting
  • Previous experience in Sales
  • Previous experience in Leadership or Management

Responsibilities

  • Conduct scheduled virtual appointments through Zoom and phone
  • Connect with members who have requested information about available benefits
  • Ask questions to understand individual and family needs
  • Answer benefit and coverage questions clearly and professionally
  • Build long-term relationships through personalized service
  • Maintain consistent communication and follow-up
  • Assist existing members with applicable policy and service needs
  • Address questions and concerns professionally and efficiently
  • Maintain accurate digital records and documentation
  • Explain available life, accident, and supplemental health insurance options
  • Review coverage features and available benefits
  • Help members evaluate appropriate options
  • Provide needs-based recommendations
  • Guide members through applications and enrollment
  • Assist with required documentation
  • Help ensure members understand the coverage selected
  • Provide continued service following enrollment

Benefits

  • Medical reimbursement program
  • Company-supported life insurance
  • Accidental Death Benefit coverage
  • Renewal and residual income opportunities
  • Leadership development programs
  • Professional coaching and mentorship
  • Union-supported professional environment, where applicable
  • Virtual technology and business resources
  • Company-sponsored incentive travel
  • Leadership conferences
  • Professional development events
  • Recognition programs
  • Performance contests and awards
  • Team experiences
  • Leadership events
  • Additional advancement opportunities
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