Virtual Client Relations Consultant | Customer Service & Benefits | Work From Home

AIL•Charleston, SC

9d•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented professionals to join our growing virtual team as Virtual Client Relations Consultants. In this role, you'll connect with individuals and families through scheduled virtual appointments, help them understand available benefit options, answer questions, and provide personalized guidance throughout the enrollment process. This opportunity combines customer service, client relations, benefits education, and consultative sales in a fully remote environment. No previous insurance experience is required. We provide structured training, licensing guidance, mentorship, and ongoing professional development.

Requirements

Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Active listening skills
Professionalism, integrity, and reliability
Self-motivation and personal accountability
Strong organization and time management
Problem-solving and critical-thinking skills
Positive, solutions-focused attitude
Ability to work independently from home
Coachability and willingness to learn
Comfort using virtual communication and web-based technology
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 computer or laptop with webcam and microphone capability
Maintain reliable high-speed internet
Have a quiet, professional workspace
Be comfortable conducting virtual appointments through Zoom
Be willing and able to obtain the required state Life & Health Insurance License

Nice To Haves

Previous insurance experience is not required.
Experience in Customer Service
Client Relations
Hospitality
Healthcare
Education
Recruiting
Retail
Financial Services
Banking
Administrative Support
Call Centers
Sales
Business Development

Responsibilities

Meet with clients virtually through Zoom and phone appointments
Welcome and guide new clients through the enrollment process
Listen to client needs, priorities, and financial protection goals
Answer questions clearly, accurately, and professionally
Provide ongoing customer service and follow-up
Build long-term relationships through trust, consistency, and exceptional service
Assist existing clients with applicable policy reviews and beneficiary updates
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and available benefits
Provide personalized recommendations based on individual needs
Guide clients through applications and enrollment documentation
Ensure clients understand their selected coverage
Maintain accurate digital client records and follow-up information
Participate in structured virtual onboarding
Attend ongoing coaching and training sessions
Develop stronger communication, presentation, and relationship-management skills
Receive mentorship from experienced leaders
Participate in leadership development opportunities
Stay current on products, systems, and applicable requirements