Virtual Entry-Level Specialist | Client Services
About The Position
AO is seeking motivated, dependable, and service-focused professionals to join our growing virtual team as Virtual Entry-Level Support Specialists. You'll work directly with individuals and families through scheduled Zoom and phone appointments, helping them understand available benefits, answering questions, assisting with enrollment and policy-related needs, and providing continued client service. This opportunity combines customer service, policy support, benefits education, relationship building, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide structured training, licensing guidance, one-on-one mentorship, and ongoing professional development to help motivated individuals learn the business and build confidence.
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 home workspace
- Be comfortable using Zoom and web-based technology
- Be comfortable communicating with clients virtually
- Be willing to complete required training
- Be willing and able to obtain the appropriate state Life & Health Insurance License
Nice To Haves
- Experience in Customer Service
- Experience in Member Services
- Experience in Retail
- Experience in Hospitality
- Experience in Healthcare
- Experience in Education
- Experience in Administrative Support
- Experience in Banking
- Experience in Financial Services
- Experience in Call Centers
- Experience in Client Relations
- Experience in Account Management
- Experience in Military Service
- Experience in Sales
- Experience in Leadership
- Recent graduates
- Career changers
Responsibilities
- Meet with clients through scheduled Zoom and phone appointments
- Connect with individuals and families seeking information about available benefits
- Listen carefully to client questions, needs, and priorities
- Provide clear and professional answers
- Help clients understand available benefit and policy information
- Deliver responsive follow-up and ongoing client support
- Assist existing clients with applicable policy reviews and updates
- Maintain accurate digital records and documentation
- Build long-term relationships through professionalism, trust, and dependable service
- Explain available life, accident, and supplemental health insurance options
- Help clients understand coverage features and benefit choices
- Identify individual and family protection needs
- Provide needs-based recommendations
- Guide clients through applications and enrollment
- Assist with required documentation
- Help ensure clients understand the coverage they select
- Provide continued service after enrollment
Benefits
- Medical reimbursement program
- Company-supported life insurance
- Accidental Death Benefit coverage
- Renewal and residual income opportunities
- Ongoing professional development
- Leadership development resources
- Professional and union support where applicable
- Modern virtual business technology
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
