Virtual Client Relations Representative | Work From Home

AIL•Minneapolis, MN

23h•Remote

About The Position

Globe Life AO is seeking motivated, service-oriented professionals to join our growing virtual team as Remote Member Engagement Advisors. In this role, you'll work directly with individuals and families through scheduled virtual appointments, helping them understand available life, accident, and supplemental health insurance benefits while providing exceptional customer service throughout the client experience. This opportunity combines member services, benefits education, relationship management, and consultative sales in a fully remote environment. Whether you're beginning a new career or bringing experience from another industry, we provide the training, mentorship, licensing guidance, and ongoing professional development needed to get started. 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 with webcam and microphone capability
Maintain reliable high-speed internet
Have a quiet, professional home 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 communication and active listening skills
Strong customer service and relationship-building abilities
Professionalism, integrity, and reliability
Strong problem-solving and critical-thinking skills
Self-motivation and personal accountability
Excellent organization and time management
Confidence communicating through Zoom and phone
Comfort using email and web-based technology
Positive attitude and willingness to learn
Coachability and commitment to professional growth
Ability to work independently while collaborating remotely

Nice To Haves

Experience in Customer Service
Experience in Member Services
Experience in Client Relations
Experience in Hospitality
Experience in Healthcare
Experience in Education
Experience in Recruiting
Experience in Financial Services
Experience in Banking
Experience in Retail
Experience in Administration
Experience in Call Centers
Experience in Sales

Responsibilities

Conduct scheduled virtual consultations through Zoom and phone
Welcome and assist new and prospective clients
Learn about each client's individual needs and priorities
Explain available life, accident, and supplemental health insurance benefits
Answer questions regarding coverage and benefit options
Provide personalized, needs-based recommendations
Guide clients through applications and enrollment
Assist with required documentation
Build long-term relationships through professionalism and consistent communication
Provide ongoing customer service after enrollment
Conduct policy reviews when appropriate
Assist with beneficiary updates and policy service requests
Help clients navigate applicable claims procedures
Maintain organized digital client records
Complete timely follow-up communication
Follow applicable company procedures and state insurance requirements
Participate in structured virtual onboarding
Attend weekly training and coaching sessions
Receive ongoing mentorship from experienced leaders
Strengthen communication, presentation, and relationship-management skills
Develop product and industry knowledge
Participate in leadership development opportunities