WFH CSR Representative - Entry Level

Globe Life AIL - Lisa Russel•Omaha, NE

6d•Remote

About The Position

AO is expanding its nationwide virtual team and seeking motivated, service-oriented professionals to join us as Remote Member Success Advisors. In this role, you'll connect virtually with individuals and families who have requested information regarding available benefits, help them understand their options, guide them through enrollment, and provide ongoing member support. This opportunity combines customer service, member relations, benefits education, consultative insurance sales, and long-term relationship management in a fully remote environment. We provide the training, mentorship, licensing guidance, and ongoing professional development needed to get started. No prior 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
Excellent verbal and written communication
Strong customer-service and relationship-building skills
Active listening and problem-solving abilities
Genuine interest in helping individuals and families
Positive and professional demeanor
Integrity and personal accountability
Strong organization and time management
Dependable follow-through
Attention to detail
Self-motivation and strong work ethic
Comfort working independently from home
Ability to collaborate within a virtual team
Basic computer proficiency
Confidence communicating through Zoom and phone
Coachability and openness to feedback
Desire for continuous personal and professional growth

Nice To Haves

Previous insurance experience is not required.
Candidates often transition successfully from backgrounds such as: Customer Service, Member Services, Client Relations, Call Centers, Healthcare, Hospitality, Retail, Administrative Support, Account Management, Banking or Financial Services, Education, Recruiting, Military Service, Sales, Leadership or Management.

Responsibilities

Conduct scheduled virtual appointments through Zoom and phone
Connect with individuals and families seeking information regarding available benefits
Listen to each member's needs, priorities, and questions
Answer benefit and coverage questions clearly and professionally
Provide personalized service throughout the member experience
Assist with applicable policy reviews and service requests
Maintain consistent follow-up communication
Address questions and concerns professionally and efficiently
Maintain accurate digital records and documentation
Explain available life, accident, and supplemental health insurance options
Review benefit features and coverage options
Help members evaluate solutions based on their individual needs
Provide needs-based recommendations
Guide members through applications and enrollment
Assist with required documentation
Help ensure members understand the coverage they select
Provide continued support after enrollment
Work with individuals and families who have requested information regarding available benefits
Focus on scheduled member consultations, benefits education, needs-based conversations, enrollment assistance, relationship building, follow-up, and ongoing member service.