What are the responsibilities and job description for the WFH Benefits Specialist position at AO Globe Life?
Are you ready to make a difference? Since 1951, AO Globe Life has been a trusted provider of life, accident, and supplemental health products designed to protect working-class families and members of labor unions, credit unions, and associations. We’re looking for motivated, relationship-driven individuals to join our team as Virtual Client Relations Representatives. If you thrive in remote environments and enjoy helping clients secure their future, this is a unique opportunity to build long-term, meaningful relationships—all from the comfort of home.
This position is 100% virtual, allowing you to meet with clients wherever they’re most comfortable via Zoom. As a representative, you’ll play an integral role in shaping positive experiences for clients by guiding them through policy options and supporting their ongoing needs. Join a team that values a positive culture, flexibility, and a commitment to client well-being.
What You’ll Do
This position reports directly to the Virtual Sales Team Lead and is crucial to AO Globe Life’s mission to provide accessible, reliable protection to working-class families. You’ll be part of a supportive team that prioritizes a strong work-life balance, client satisfaction, and meaningful career growth.
Interviews will be held via Zoom. If you meet the qualifications above and are ready to make a positive impact, we encourage you to apply!
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This position is 100% virtual, allowing you to meet with clients wherever they’re most comfortable via Zoom. As a representative, you’ll play an integral role in shaping positive experiences for clients by guiding them through policy options and supporting their ongoing needs. Join a team that values a positive culture, flexibility, and a commitment to client well-being.
What You’ll Do
- Conduct Remote Client Consultations: Virtually meet with clients to understand their financial goals, assess their needs, and provide recommendations on products that can secure their financial future. You’ll explain policy features, coverage options, and premium costs to empower clients to make informed decisions.
- Provide Ongoing Customer Service: Support our clients by addressing inquiries, assisting with policy updates, and helping with claims processing to ensure a seamless experience.
- Foster Relationship Building: Build and maintain lasting relationships by following up regularly, reviewing evolving needs, and ensuring their policies continue to provide the necessary protection.
- Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate records of client interactions and transactions, safeguarding client information.
- Essential:
- Exceptional communication skills
- Proficient with basic computer skills
- Strong work ethic and organizational skills
- Positive, outgoing personality
- Preferred:
- Time management and multitasking abilities
- Prior experience in a leadership or management role is a plus
- Experience in customer service or a related field
- Work Environment: 100% remote role—work from anywhere within your home!
- Compensation: Weekly pay, with performance-driven bonuses and structured contracts for optimal success.
- Benefits:
- Health Insurance Reimbursement
- Life Insurance
- Flexible Schedule
- Retirement Plan
- Potential for Renewal Income
This position reports directly to the Virtual Sales Team Lead and is crucial to AO Globe Life’s mission to provide accessible, reliable protection to working-class families. You’ll be part of a supportive team that prioritizes a strong work-life balance, client satisfaction, and meaningful career growth.
Interviews will be held via Zoom. If you meet the qualifications above and are ready to make a positive impact, we encourage you to apply!
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