Client Benefits Specialist

AO Globe Life; Town of Florida (NY); Remote; USD 52,000 - 75,000; Full time

Benefits offered by this job

Fully remote opportunity

Flexible scheduling

Warm leads provided

Training and licensing support

Weekly direct deposit

Performance-based bonuses

Job summary

AO Globe Life is seeking a remote Client Benefits Specialist to help individuals and families explore supplemental benefits. You will work remotely, schedule virtual appointments, and conduct benefit consultations via Zoom to determine needs and guide enrollment.

No prior industry experience is required; we provide training, licensing support, mentorship, and ongoing professional development. You’ll maintain digital records and collaborate in a supportive team.

Qualifications

• Experience in customer service or client-facing roles preferred.
• Ability to learn new software and licensing processes.
• Strong communication and organizational skills.

Responsibilities

• Connect with clients who requested information.
• Schedule virtual appointments.
• Conduct benefit consultations via Zoom.
• Identify client needs and explain options.
• Support enrollment and follow-up.
• Maintain organized digital records.
• Participate in team meetings and development.

Skills

Customer service

Communication

Zoom

Scheduling

Organization

Tools

Zoom

Windows OS

CRM software

Job description

Turn Strong People Skills Into a Remote Career

If you’re someone who enjoys helping people, asking the right questions, and making complicated information easier to understand, AO Globe Life is looking for professionals like you.

Our Client Benefits Specialists work remotely with individuals and families who have requested additional information about available supplemental benefits.

You don’t need previous industry experience to get started. We provide training, mentorship, licensing support, and continued professional development.

Your Day-to-Day

Your responsibilities will include:

• Connecting with clients who have requested information
• Scheduling virtual appointments
• Conducting benefit consultations through Zoom
• Identifying client needs
• Clearly explaining available options
• Assisting clients with enrollment
• Following up and providing ongoing service
• Maintaining organized digital records
• Participating in team meetings and professional development

Why Join Our Team?

• Fully remote opportunity
• Flexible scheduling
• Warm leads provided
• No unsolicited cold calling
• Training and licensing support
• Weekly direct deposit
• Performance-based monthly and quarterly bonuses
• Vested renewals
• Leadership development opportunities
• Long-term advancement potential

What Helps You Succeed

We’re looking for professionals who communicate confidently, stay organized, take initiative, and are comfortable being accountable for their own schedule and performance.

Experience in customer service, consulting, hospitality, account management, or another client-facing environment can translate well, but previous experience is not required.

Remote Work Requirements

Candidates must:

• Reside and work within the United States
• Have a Windows-based laptop or desktop with webcam
• Maintain reliable high-speed internet
• Be comfortable working with Zoom and digital platforms

AO Globe Life

AO Globe Life has served working families for more than 70 years through relationships with unions, credit unions, veteran organizations, and other groups nationwide. Our team operates remotely with an emphasis on client service, development, and long-term growth.