WFH Entry-Level Virtual Agent – Remote Client Success Specialist

AIL•Atlanta, GA

17h•Remote

About The Position

Globe Life AO is expanding its virtual team and seeking motivated, people-focused individuals to join us as Entry-Level Virtual Agents / Remote Client Success Specialists. In this role, you'll meet virtually with individuals and families who have requested information about available benefits. You'll answer questions, help clients understand their options, guide eligible clients through enrollment, and provide continued service after coverage is established. No previous insurance experience is required. We provide training, mentorship, licensing guidance, and ongoing professional development. This opportunity combines customer service, client relationship management, benefits education, and consultative insurance sales.

Requirements

Be at least 18 years of age
Be physically located within the United States
Be legally authorized to work in 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 workspace
Be comfortable communicating with clients through Zoom and phone
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities

Nice To Haves

Experience in customer service, retail, hospitality, healthcare, banking, education, administration, call centers, military service, client relations, financial services, or sales can be helpful—but is not required.

Responsibilities

Meet with clients through scheduled Zoom and phone appointments
Connect with individuals who have requested information about available benefits
Ask questions to understand each client's needs and priorities
Answer questions professionally and accurately
Create a positive, personalized virtual client experience
Build long-term relationships through consistent communication and follow-up
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage and policy information
Identify individual and family protection needs
Recommend appropriate benefit solutions
Guide eligible clients through applications and enrollment
Complete required documentation accurately and professionally
Conduct policy reviews
Assist with beneficiary updates
Respond to policy and coverage questions
Provide ongoing customer service and follow-up
Maintain accurate digital client records
Manage appointments and follow-up schedules
Follow company procedures and applicable state insurance requirements