Virtual Customer Service Representative | Training Provided

AIL•Columbus, OH

3d•Remote

About The Position

AO (American Income Division) is seeking motivated, service-oriented professionals to join their growing team as Remote Client Success Specialists. This fully remote opportunity is ideal for individuals who enjoy building relationships, solving problems, and delivering exceptional client experiences while developing professionally in a supportive, mentorship-driven environment. AO has proudly served working families for over 70 years by providing supplemental life, accident, and health benefits. As part of the Globe Life family, they are committed to developing future leaders through mentorship, professional development, and performance-based advancement. As a Remote Client Success Specialist, you will work directly with clients through scheduled Zoom and phone appointments, helping them understand available benefits, complete enrollments, and receive exceptional ongoing service. This role combines customer service, relationship management, and professional growth in a collaborative remote environment.

Requirements

Excellent communication and active listening skills
Strong customer service mindset
Self-motivation and accountability
Problem-solving and critical-thinking abilities
Strong organizational and time-management skills
Professionalism and integrity
Ability to work independently while collaborating remotely
Basic computer proficiency and comfort using virtual communication platforms
Positive attitude and willingness to learn
Must be at least 18 years of age
Must be legally authorized to work in the United States
Must be physically located within the United States
Ability to obtain any required state insurance licensing (guidance provided)
Computer or laptop
Reliable high-speed internet connection
Webcam and microphone capability
Quiet, professional workspace

Nice To Haves

Experience in Customer Service
Experience in Client Success
Experience in Sales
Experience in Retail
Experience in Hospitality
Experience in Healthcare
Experience in Education
Experience in Financial Services
Experience in Business Development
Prior insurance experience is not required, but training is provided.

Responsibilities

Meet with clients through Zoom and phone consultations
Welcome and onboard new clients
Explain available benefit and coverage options clearly and professionally
Guide clients through enrollment and application processes
Respond promptly to client questions and service requests
Assist clients with policy reviews, updates, and ongoing support
Build long-term client relationships through outstanding service
Maintain regular follow-up communication
Deliver personalized solutions based on client needs
Maintain accurate records while ensuring compliance with company policies and industry regulations
Participate in virtual training and mentorship programs
Strengthen communication, leadership, and client service skills
Collaborate with a supportive remote team
Pursue continuous learning and career advancement opportunities