Remote Representative | Customer Services Advisor

AIL•Mobile, AL

1d•Remote

About The Position

AO Globe Life is seeking motivated, service-oriented professionals to join our growing virtual team as Remote Insurance Representatives. You'll meet with clients through scheduled virtual appointments, educate them about available life, accident, and supplemental health insurance benefits, assist with enrollment, and provide ongoing customer support. We proudly serve veterans, labor union members, credit union members, associations, and working families. Whether you have years of experience or are considering a new career path, we provide the training, mentorship, licensing guidance, and ongoing support to help you develop professionally. No previous insurance experience is required.

Requirements

Be 18 years of age or older
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 conducting virtual client appointments
Be willing to complete required training
Hold or be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Professionalism, reliability, and integrity
Self-motivation and personal accountability
Strong organization and time-management skills
Goal-oriented and solutions-focused mindset
Ability to work independently from home
Confidence communicating through Zoom and phone
Basic computer and virtual technology proficiency
Coachability and willingness to learn
Commitment to delivering an excellent client experience

Nice To Haves

Experience in Customer Service
Experience in Client Services
Experience in Insurance
Experience in Sales
Experience in Retail
Experience in Hospitality
Experience in Healthcare
Experience in Banking
Experience in Financial Services
Experience in Education
Experience in Military
Experience in Administrative Support
Experience in Call Centers
Experience in Business Development
Experience in Account Management

Responsibilities

Conduct scheduled client consultations through Zoom and phone
Connect with individuals and families seeking information about available benefits
Learn about each client's needs, priorities, and financial protection goals
Explain life, accident, and supplemental health insurance options clearly and professionally
Answer questions regarding benefits, coverage, and policy features
Provide needs-based coverage recommendations
Guide clients through applications and enrollment
Assist with required documentation
Build long-term client relationships through trust and exceptional service
Provide support before, during, and after enrollment
Conduct policy reviews when appropriate
Assist with beneficiary updates and policy service requests
Maintain timely follow-up communication
Keep accurate digital client records
Follow applicable company procedures and state requirements
Participate in structured virtual onboarding and training
Attend weekly coaching and professional development sessions
Receive mentorship from experienced leaders
Strengthen communication, presentation, and relationship-building skills
Develop product and industry knowledge
Participate in leadership development opportunities