Remote Member Relationship Advisor | Client Benefits & Support

Globe Life AIL - Lisa RusselColorado Springs, CO
Remote

About The Position

AO is seeking motivated, service-oriented individuals to join our virtual team as Remote Member Relationship Advisors. In this role, you'll connect with members and working families who have requested information regarding available benefits, provide personalized guidance, and build long-term relationships through exceptional service. This opportunity is well suited for individuals with backgrounds in customer service, member services, healthcare, hospitality, retail, administrative support, client relations, or sales—as well as motivated career changers looking for a new professional path. No previous insurance experience is required. We provide structured training, mentorship, and ongoing professional development. AO – American Income Division has a long history of serving working families, including members of labor unions, credit unions, associations, and their families. As part of the Globe Life family of companies, our focus is helping individuals and families understand supplemental life, accident, and health insurance options designed to provide additional financial protection. Our organization has operated virtually since 2020, allowing representatives to serve clients remotely while receiving ongoing training, mentorship, technology, and leadership support.

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
  • Have 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 training and professional development
  • Be willing and able to obtain a state Life & Health Insurance License
  • Strong verbal and written communication skills
  • Excellent customer service and relationship-building abilities
  • Active listening skills
  • Positive, professional demeanor
  • Self-motivation and personal accountability
  • Strong organization and time management
  • Attention to detail and consistent follow-through
  • Problem-solving and critical-thinking abilities
  • Comfort working independently from home
  • Ability to collaborate with a virtual team
  • Integrity and professionalism
  • Coachability and willingness to learn
  • Desire for long-term personal and professional growth

Nice To Haves

  • Experience in customer service
  • Member Services experience
  • Client Relations experience
  • Account Management experience
  • Healthcare experience
  • Hospitality experience
  • Retail experience
  • Banking or Financial Services experience
  • Administrative Support experience
  • Call Center Operations experience
  • Sales experience
  • Education experience

Responsibilities

  • Serve as a trusted resource for members throughout their benefits experience.
  • Meet with members virtually through Zoom and phone appointments.
  • Connect with individuals who have requested information regarding available benefits.
  • Build and maintain long-term relationships through professional, personalized service.
  • Answer questions regarding benefit programs and coverage options.
  • Explain available solutions clearly and accurately.
  • Assist members throughout the application and enrollment process.
  • Provide ongoing service and follow-up after enrollment.
  • Maintain accurate digital records and documentation.
  • Address questions and concerns professionally and efficiently.
  • Participate in structured virtual onboarding and training.
  • Attend ongoing coaching and mentorship sessions.
  • Develop communication, presentation, and relationship-management skills.
  • Learn industry products, systems, and best practices.
  • Collaborate with teammates in a fully remote environment.
  • Participate in leadership development opportunities.
  • Continue building skills that may lead to future advancement.

Benefits

  • Medical reimbursement program
  • Company-supported life insurance
  • Residual income opportunities
  • Leadership development programs
  • Professional coaching and mentorship
  • Company-sponsored incentive travel
  • Recognition events and performance programs
  • Virtual systems and business technology
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