Virtual Member Advisor | Customer Service | Work From Home

Globe Life AO is seeking Virtual Member Success Advisors to support clients remotely with insurance benefits and member services. The role involves educating individuals and families about life, accident, and supplemental health insurance, guiding enrollment, providing customer service, and building long-term client relationships.

Responsibilities:

• Meet with clients through scheduled Zoom and phone appointments
• Listen carefully to client needs, questions, and financial protection priorities
• Provide clear and professional answers regarding available benefits
• Guide new clients through the enrollment process
• Deliver responsive customer service and consistent follow-up
• Build long-term relationships based on trust and professionalism
• Assist existing clients with policy questions and service needs
• Help with applicable policy reviews and beneficiary updates
• Explain available life, accident, and supplemental health insurance options
• Review coverage features and benefit choices
• Identify individual and family protection needs
• Provide needs-based recommendations
• Guide clients through applications and required documentation
• Help clients understand the coverage they select
• Maintain accurate digital records and follow-up information

Requirements:

• • Excellent communication and active-listening skills
• • Strong customer-service mindset
• • Natural relationship-building abilities
• • Positive and professional attitude
• • Self-motivation and accountability
• • Strong organization and time management
• • Problem-solving and critical-thinking abilities
• • Attention to detail and dependable follow-through
• • Confidence working independently from home
• • Ability to collaborate within a virtual team
• • Coachability and openness to feedback
• • Desire to learn and develop professionally
• • Commitment to delivering an outstanding client experience
• • Be at least 18 years of age
• • Be legally authorized to work in the United States
• • Be physically located within the United States
• • Have access to a computer or laptop
• • Have webcam and microphone capability
• • Maintain reliable high-speed internet
• • Maintain a quiet, professional workspace
• • Be comfortable communicating with clients through Zoom and phone
• • Be willing to complete required training
• • Hold or be willing and eligible to obtain the appropriate state Life & Health Insurance License