Remote Benefits Specialist | Customer Service & Sales | Work From Home

AO Globe Life, a division of Globe Life, serves working families by helping them understand life, accident, and supplemental health insurance benefits. The Remote Benefits Specialist connects with prospective clients, explains coverage options, assists with applications and enrollment, and provides ongoing customer service through virtual appointments.

Responsibilities:

• Meet with clients through scheduled Zoom and phone appointments
• Connect with qualified individuals who have requested benefit information
• Ask questions to understand each client's needs and priorities
• Build professional, long-term client relationships
• Provide a positive and personalized virtual experience
• Explain available life, accident, and supplemental health insurance options
• Answer questions regarding benefits, policies, and coverage
• Help clients understand available solutions based on their individual needs
• Guide eligible clients through applications and enrollment
• Complete required documentation accurately and professionally
• Conduct policy reviews
• Assist with beneficiary updates and policy-service needs
• Answer coverage and policy questions
• Provide ongoing follow-up and client support
• Assist clients with appropriate claims-related guidance and service
• Maintain accurate digital records
• Follow company procedures and applicable state insurance requirements

Requirements:

• • Friendly and comfortable communicating with people
• • Customer-focused and service-oriented
• • An effective listener and problem solver
• • Self-motivated and accountable
• • Dependable and professional
• • Organized with strong time-management skills
• • Comfortable working independently from home
• • Comfortable using Zoom and web-based applications
• • Goal-oriented and motivated by performance
• • Coachable and receptive to feedback
• • Interested in developing professionally and financially
• • Committed to providing ethical, client-focused service
• • 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 conducting virtual meetings through Zoom and phone
• • Be willing to complete required training
• • Be willing and able to obtain the appropriate state Life & Health Insurance License
• Previous experience in these areas may be helpful:
• We value communication skills, professionalism, work ethic, coachability, and willingness to learn.