Virtual Member Benefits Advisor | Remote Client Services | Work From Home

Globe Life AIL - Lisa Russel•Akron, OH

2d•Remote

About The Position

AO is seeking motivated, service-focused professionals to join our growing virtual team as Virtual Member Benefits Advisors. In this role, you'll meet virtually with individuals and families who have requested information about available benefits, help them understand their options, answer questions, assist with enrollment, and provide ongoing client support. This opportunity combines customer service, member support, benefits education, relationship management, and consultative insurance sales in a fully remote environment. No previous insurance experience is required. We provide structured training, licensing guidance, mentorship, and ongoing professional development to help motivated individuals build the skills needed to succeed.

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 comfortable learning and using web-based technology
Be willing to complete required training and professional development
Be willing and able to obtain the appropriate state Life & Health Insurance License
Excellent verbal and written communication skills
Strong customer service and relationship-building abilities
Active listening and problem-solving skills
Positive, professional attitude
Self-motivation and personal accountability
Strong organization and time management
Dependability and consistent follow-through
Professionalism and integrity
Ability to work independently from home
Comfort using Zoom and virtual technology
Ability to collaborate within a remote team
Coachability and openness to feedback
Goal-oriented mindset
Commitment to continuous personal and professional growth
Genuine interest in helping individuals and families

Nice To Haves

Previous insurance experience is not required.
Experience in Customer Service, Member Services, Client Relations, Healthcare, Hospitality, Retail, Education, Administrative Support, Banking, Financial Services, Call Centers, Account Management, Sales, Military Service, Leadership or Management
Recent graduates and motivated career changers are also encouraged to apply.

Responsibilities

Conduct scheduled virtual appointments through Zoom and phone
Connect with individuals and families who have requested benefit information
Ask questions to understand each client's needs and priorities
Answer questions clearly, accurately, and professionally
Provide personalized service throughout the client experience
Follow up with clients regarding questions and service needs
Maintain accurate digital records and documentation
Build long-term relationships through trust, professionalism, and consistent communication
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and benefit choices
Identify individual and family financial protection needs
Provide needs-based recommendations
Guide clients through applications and enrollment
Assist with required documentation
Help clients understand the coverage they select
Provide continued support after enrollment