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Client Success Representative

Posted 9 days ago
0-2 years experience
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AI Summary

The Client Success Representative will manage warm leads to conduct virtual appointments and identify client insurance needs. They are responsible for explaining insurance products, maintaining accurate records, and building professional relationships with clients.

Position Overview

AO Globe Life is looking for a Client Success Representative to work remotely with individuals and families seeking information about insurance protection. You will guide clients through a needs-based process, explain available options, and help create a positive and professional experience from the first conversation through follow-up.

We provide warm leads, virtual training, daily support, and an environment designed for motivated professionals who want to build strong communication and client-service skills.

Responsibilities

  • Work with warm leads supplied by the company

  • Schedule and conduct virtual client appointments

  • Ask thoughtful questions to identify client needs

  • Explain life, supplemental health, and accident insurance products

  • Provide timely follow-up and answer client questions

  • Build rapport and maintain professional client relationships

  • Maintain accurate records and organized communication

  • Attend training and participate in team development

What We Offer

  • 100% remote position

  • Warm leads provided

  • Weekly paychecks

  • Unlimited earning potential

  • Medical premium reimbursement

  • Comprehensive online training

  • Daily coaching and mentorship

  • Performance incentive opportunities

  • No overhead costs

  • OPEIU Local 277 union representation

  • Long-term growth opportunity with a stable, 70-year organization

Qualifications

  • Excellent communication and active-listening skills

  • Customer-focused, professional approach

  • Strong follow-up habits and attention to detail

  • Comfortable with online systems and virtual communication

  • Self-motivated and reliable

  • Able to work independently and within a team environment

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