AO Globe Life
Life insurance agency network
Client Success Specialist
Full-Time
No salary listed
Entry
Markham, ON, Canada
Remote
About the job
Requirements
- Ability to conduct virtual consultations and communicate effectively with clients.
- Ability to understand client needs and present appropriate solutions.
- Ability to build and maintain long-term client relationships.
- Ability to maintain accurate client records and schedule appointments.
- Self-motivation, dependability, professionalism, adaptability, and willingness to learn.
Responsibilities
- Conduct virtual meetings with clients via web conferencing.
- Understand each client's needs and present appropriate solutions.
- Build lasting client relationships through ongoing follow-ups.
- Maintain accurate client records, schedule appointments, and complete administrative tasks as needed.
Desired Qualifications
- No cold calling is required.
- Qualified leads are provided.
- Comprehensive training and ongoing mentorship are provided.
- Performance-based career advancement and renewal opportunities are available.
About the company
AO Globe Life is a life insurance agency network serving working families across the United States and Canada. Its agents help customers understand and select life, supplemental health, and related protection products offered through Globe Life. The organization operates through multiple regional and independently branded agencies, with teams focused on virtual consultations, policy guidance, customer service, and sales. AO Globe Life recruits licensed agents, managers, and support professionals for remote and field-based roles across its distributed agency network in North America.
Company Size
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Total Funding
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Headquarters
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Founded
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