WFH Member Onboarding Rep | Client Support

Globe Life AIL - Lisa Russel•Fort Wayne, IN

2d•Remote

About The Position

AO is seeking motivated, dependable, and people-focused professionals to join our growing virtual team as Member Onboarding Representatives. In this role, you'll connect with individuals and families through scheduled virtual appointments, help them understand available supplemental benefits, answer questions, assist with applications and enrollment, and provide professional support throughout the client relationship. This opportunity combines customer service, member engagement, benefits education, relationship building, and consultative insurance sales in a fully remote environment. No prior insurance experience is required. We provide the training, mentorship, systems, and licensing guidance needed to get started—you bring the motivation, professionalism, and willingness to learn.

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 using Zoom and web-based applications
Be comfortable communicating with clients virtually
Be willing to complete required training and professional development
Be willing and able to obtain the appropriate state Life & Health Insurance License

Nice To Haves

Friendly and comfortable communicating with people
A strong communicator and active listener
Customer-focused and service-oriented
Positive, professional, and dependable
Self-motivated and personally accountable
Organized with effective time-management skills
Comfortable learning new technology
Able to work independently from home
Comfortable collaborating within a virtual team
Coachable and receptive to feedback
Goal-oriented and motivated by achievement
Interested in developing professionally
Committed to ethical, client-focused service
Previous experience in Customer Service, Member Services, Retail, Hospitality, Healthcare, Education, Administrative Support, Banking, Financial Services, Call Centers, Client Relations, Account Management, Military Service, Sales, or Leadership may be helpful.
Recent graduates and motivated career changers are encouraged to apply.

Responsibilities

Connect with clients through scheduled Zoom and phone appointments
Work with individuals and families who have requested information about available benefits
Create a friendly, professional virtual experience
Ask questions to understand each client's needs and priorities
Answer questions clearly and professionally
Build trust through active listening, communication, and reliable follow-up
Maintain accurate digital client records and documentation
Develop long-term relationships through consistent service
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and available choices
Identify individual and family financial protection needs
Provide needs-based benefit recommendations
Guide eligible clients through applications and enrollment
Assist with beneficiary information and required documentation
Help clients understand the coverage they select
Provide continued service following enrollment