Remote Specialist | Customer Service & Sales | Work From Home
About The Position
AO Globe Life is seeking motivated, service-oriented professionals to join their growing virtual team as Remote Specialists. In this role, you will meet virtually with veterans, labor union members, credit union members, associations, and working families to help them understand available life, accident, and supplemental health insurance benefits. You will provide personalized guidance, assist with enrollment, and continue supporting clients after coverage is in place. This position combines customer service, benefits education, relationship management, and consultative sales in a fully remote environment. No previous insurance experience is required. The company provides structured training, mentorship, professional development, and guidance through the insurance licensing process.
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
- Maintain 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
Nice To Haves
- Excellent communication and active listening skills
- Strong customer service 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
- Confidence communicating through Zoom and phone
- Comfort learning virtual systems and technology
- Positive, solutions-focused attitude
- Coachability and willingness to learn
- Ability to work independently in a remote environment
- Experience in Customer Service
- Experience in Client Services
- Experience in Insurance
- Experience in Sales
- Experience in Healthcare
- Experience in Banking
- Experience in Financial Services
- Experience in Retail
- Experience in Hospitality
- Experience in Education
- Experience in Military
- Experience in Administrative Support
- Experience in Call Centers
- Experience in Business Development
- Experience in Account Management
Responsibilities
- Meet virtually with clients through Zoom and phone
- Learn about each client's needs, priorities, and coverage goals
- Explain available life, accident, and supplemental health insurance benefits
- Answer questions regarding coverage, benefits, and policy features
- Provide needs-based coverage recommendations
- Guide clients through applications and enrollment
- Assist with required documentation
- Deliver professional, personalized customer service
- Build long-term client relationships through trust and consistent communication
- Conduct policy reviews when appropriate
- Assist with beneficiary updates and policy service requests
- Provide ongoing policy support
- Assist clients with navigating the claims process when needed
- Maintain accurate digital records and follow-up documentation
- Follow applicable company procedures and state insurance requirements
- Complete structured virtual onboarding and training
- Participate in weekly coaching and mentorship
- Develop communication, presentation, and relationship-building skills
- Continue building insurance and product knowledge
- Participate in leadership development opportunities
- Collaborate with a supportive virtual team
Benefits
- Health insurance reimbursement program
- Company-supported life insurance
- Renewal and residual income opportunities
- OPEIU Local 277 representation, where applicable
- Leadership development programs
- Professional conferences and events
- Virtual business tools and technology
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
