A

AIL

Life insurance through AO Globe Life

Customer Service Career - Client Success Specialist

Full-Time
No salary listed
Entry
Remote in USA
Remote
No H1B Sponsorship

About the job

Requirements
  • Must be at least 18 years of age.
  • Must be legally authorized to work in the United States.
  • Must be physically located within the United States.
  • Ability to obtain any required state insurance licensing, with guidance provided.
  • Ability to use a computer or laptop, webcam, microphone, reliable high-speed internet, and a quiet professional workspace.
  • Ability to complete required training and participate in virtual meetings.
  • Ability to complete applicable pre-licensing coursework, examinations, and state licensing requirements at the candidate’s expense.
  • Ability to work independently while collaborating remotely.
  • Basic computer proficiency and comfort using virtual communication platforms.
  • Strong communication, active listening, customer service, relationship-building, organizational, time-management, problem-solving, and critical-thinking abilities.
  • Self-motivation, accountability, professionalism, integrity, reliability, and willingness to learn.
Responsibilities
  • Meet with clients through Zoom and phone consultations.
  • Welcome and onboard new clients with professionalism and care.
  • Explain available benefits and coverage options clearly and confidently.
  • Guide clients through enrollment and application processes.
  • Respond promptly to client questions and service requests.
  • Provide ongoing policy support and follow-up communication.
  • Build long-term client relationships through exceptional customer service.
  • Develop personalized solutions based on each client’s needs.
  • Maintain accurate documentation and client records.
  • Ensure compliance with company policies and applicable industry regulations.
  • Efficiently manage appointments and daily workflow.
  • Participate in ongoing virtual training and mentorship.
  • Collaborate with a supportive remote team.
  • Pursue continuous learning and advancement opportunities.
Desired Qualifications
  • Experience in customer service, client success, client relations, sales, retail, hospitality, healthcare, education, or financial services.
  • Coachability and interest in a performance-based career with professional growth and advancement.

About the company

AIL is the American Income Life division within AO Globe Life, providing supplemental life and health insurance protection to working families. Its representatives help policyholders evaluate coverage for life, accidents and related financial risks, often through relationships with unions, associations and other affinity groups. The business uses a distributed agency model with remote and local sales opportunities across North America. This description follows the approved AO employer identity while retaining AIL as the recognizable insurance brand represented by the company record.

Company Size

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Company Stage

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Total Funding

N/A

Headquarters

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Founded

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