Team Lead – Customer Service & Sales

AO Globe Life provides life insurance solutions designed to help secure families’ futures. The Team Lead – Customer Service & Sales role supports customers through inbound communications, product guidance, issue resolution, and relationship building while developing expertise in life insurance sales and customer success.

Responsibilities:

• Manage Inbound Communications: Answer incoming calls and emails, addressing customer questions, requests, and issues with professionalism and care
• Consult on Customer Success: Advise customers on how to best leverage our life insurance products and services based on their unique needs, ensuring they have the right solutions
• Maintain Product Expertise: Serve as a trusted product expert by keeping your knowledge accurate, up-to-date, and strategically aligned with our offerings
• Resolve Customer Pain Points: Address complaints and concerns with effective, positive solutions that enhance overall customer satisfaction
• Build Lasting Relationships: Foster enduring, trust-based relationships by consistently delivering above-and-beyond service

Requirements:

• Excellent written and verbal communication abilities
• A positive, proactive attitude with the capacity to address and resolve customer issues effectively
• A passion for delivering exceptional service and delighting customers at every interaction
• Strong time-management and prioritization skills to manage multiple tasks in a dynamic environment
• 1-2 years of proven experience in supporting client success, preferably in a customer service setting