What are the responsibilities and job description for the Union Account Manager - REMOTE position at American Income Life?
AO Globe Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families.
We are looking for representatives to develop long -term relationships with clients and meet them where they are most comfortable : their homes via Zoom Virtual Calls
- Our Mission : Due to having partnerships with major veteran service organizations, our goal is to serve those who served us and make sure their family has the full circle of protection
- Conduct Remote Client Consultations : Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs.
- Provide Customer Service : Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
- Foster Relationship Building : Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
- Uphold Compliance and Documentation : Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions.
Suggested Qualifications
