CSR Fully Remote | Remote Client Specialist
AIL
CSR Fully Remote | Remote Client Success Specialist
AO | Globe Life — 100% Work From Home | Entry Level | Customer Service & Benefits | No Insurance Experience Required
Work Arrangement: 100% Remote / Work From Home
Location: U.S. Residents Only
Schedule: Flexible
Experience: Entry Level Welcome | No Insurance Experience Required
Compensation: Commission-Based | Weekly Pay + Performance Bonuses
Training: Comprehensive Training, Licensing Guidance & Mentorship Provided
Start Your Customer Service Career From Home
Looking for a legitimate work-from-home career where you can help people, develop valuable professional skills, and create opportunities for long-term income and advancement?
AO | Globe Life is expanding our virtual team and seeking motivated, dependable, and people-focused professionals to join us as Remote Client Success Specialists .
You'll work directly with individuals and families through virtual appointments, helping them understand available benefits, answering questions, assisting with enrollment, and providing continued client service.
This position combines customer service, client relationship management, benefits education, and consultative insurance sales in a fully remote environment.
No insurance experience? No problem.
We provide the training, mentorship, licensing guidance, and ongoing professional development needed to help motivated individuals get started.
✓ 100% Remote / Work From Home
✓ Entry Level — No Insurance Experience Required
✓ Qualified Client Opportunities Provided
✓ No Traditional Cold Calling
✓ No Lead Purchasing Required
✓ Weekly Commission-Based Pay
✓ Performance Bonuses
✓ Flexible Scheduling
✓ Renewal & Residual Income Opportunities
✓ Leadership & Management Career Path
What You'll Do
As a Remote Client Success Specialist , you'll support clients from their initial consultation through enrollment and ongoing service.
Customer Service & Client Support
Your responsibilities may include:
Meet with prospective and existing clients through scheduled Zoom and phone appointments
Connect with individuals and families interested in learning about available benefits
Listen carefully to client questions, needs, and financial protection priorities
Provide friendly, professional, and personalized customer service
Answer questions regarding available benefits and coverage options
Build relationships through consistent communication and follow-up
Assist existing clients with applicable policy reviews and updates
Help with beneficiary-related service requests
Provide continued support after enrollment
Maintain accurate digital client records and documentation
Manage appointments and follow-up activities
Deliver a positive client experience from beginning to end
️ Benefits Education & Enrollment
Once appropriately licensed, you'll also:
Conduct virtual benefit consultations
Explain available life, accident, and supplemental health insurance options
Help clients understand coverage features and available choices
Identify solutions based on individual and family needs
Answer questions clearly without unnecessary industry jargon
Recommend appropriate benefit solutions
Assist eligible clients through applications and enrollment
Complete required documentation accurately
Provide ongoing service after coverage is established
Our approach emphasizes education, relationships, and helping clients make informed decisions rather than high-pressure sales tactics .
Qualified Client Opportunities – No Traditional Cold Calling
Spend more time helping families and less time searching for prospects.
Representatives have access to qualified client opportunities, including individuals and families interested in receiving information about available benefits .
No lead purchasing is required.
Your focus is on:
Connect → Understand Needs → Educate → Recommend → Enroll → Provide Ongoing Service
Weekly Commission-Based Pay + Performance Bonuses
This is an important distinction:
This is a commission-based independent contractor opportunity—not a guaranteed hourly or salaried CSR position.
Compensation opportunities may include:
Weekly commission payments
Performance-based bonuses
Uncapped personal production potential
Renewal income
Long-term residual income opportunities
Leadership compensation as you advance
Performance recognition and incentives
Because compensation is performance-based, your earning potential is influenced by your activity, consistency, production, client service, and results .
Individual earnings vary and are not guaranteed.
100% Remote / Work From Home
Build your career without the daily commute or traditional office environment.
Your virtual workday may include:
Zoom client consultations
Phone appointments
Digital applications
Online enrollment systems
Virtual training
One-on-one coaching
Team meetings
Professional-development workshops
Client follow-up and service
You'll remain connected to your clients, mentors, and team while working from your own professional home workspace.
⏰ Flexible Scheduling
Remote work provides flexibility, but successful representatives understand that flexibility works best with consistency and accountability .
You'll have the opportunity to organize your schedule around your personal and professional responsibilities while maintaining the activity necessary to:
Serve clients
Attend training
Complete appointments
Follow up consistently
Develop professionally
Reach personal performance goals
This can be an excellent opportunity for self-motivated individuals who prefer autonomy and performance-based growth over a traditional office environment.
No Experience Required – Comprehensive Training Provided
New to insurance? That's okay.
Previous insurance experience is not required to apply .
Our training and professional-development program may include:
Structured virtual onboarding
State insurance licensing guidance
Product and benefits education
Customer-service development
Client relationship management
Consultative sales techniques
Virtual presentation skills
Application and enrollment procedures
Digital business systems
Weekly coaching and workshops
One-on-one mentorship
Professional development
Leadership training
We value communication skills, professionalism, work ethic, coachability, dependability, and motivation just as much as previous industry experience.
Insurance Licensing
You do not need to already hold an insurance license to apply.
Because this position involves discussing and enrolling clients in insurance products, representatives must obtain the appropriate state Life & Health Insurance License before conducting licensed insurance activities .
Licensing guidance and support are provided throughout the process.
❤️ Benefits & Professional Support
Eligible and qualifying representatives may have access to:
Medical insurance reimbursement opportunities
Company-supported life insurance
Accidental Death Benefit coverage
Renewal and residual income opportunities
OPEIU Local 277 representation where applicable
Professional coaching and mentorship
Leadership-development programs
Virtual business technology and tools
Professional recognition programs
Eligibility, qualification periods, and applicable requirements may apply.
✈️ Performance Incentives & Recognition
Strong performance may also create opportunities to qualify for:
Company-sponsored incentive travel
Leadership conventions and conferences
Professional-development events
Performance bonuses
Achievement awards
Team recognition
Additional performance-based incentives
Leadership experiences and advancement opportunities
Build More Than an Entry-Level Career
This opportunity doesn't have to end with customer service.
Representatives who demonstrate strong performance, consistency, professionalism, and leadership potential may pursue opportunities such as:
Client Success Specialist → Benefits Representative → Trainer/Mentor → Team Leader → Management → Advanced Leadership
Advancement is based on performance, initiative, professional development, and demonstrated leadership ability—not simply seniority .
Who We're Looking For
You may be a strong fit if you're:
Friendly and comfortable communicating with people
Customer-focused and service-oriented
An effective verbal and written communicator
A strong listener and problem solver
Professional on phone and video calls
Positive, dependable, and consistent
Self-motivated and personally accountable
Organized with strong time-management skills
Comfortable learning new technology
Able to work independently from home
Comfortable collaborating with a virtual team
Adaptable and willing to learn
Coachable and receptive to feedback
Goal-oriented and motivated by performance
Genuinely interested in helping individuals and families
Your Experience May Transfer Better Than You Think
Previous experience in any of the following can be valuable:
Customer Service
Client Services
Member Services
Call Centers
Administrative Support
Healthcare
Hospitality
Retail
Education
Banking
Financial Services
Account Management
Recruiting
Military Service
Insurance
Sales
No previous insurance experience is required.
Entry-level applicants, recent graduates, veterans, experienced customer-service professionals, and career changers are encouraged to apply.
Minimum Requirements
Applicants must:
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 home workspace
Be comfortable using Zoom and web-based technology
Be comfortable communicating with clients by phone and video
Be willing to complete required training
Be willing and able to obtain the appropriate state Life & Health Insurance License
100% Virtual Interview Process
Our hiring process is completed virtually.
Qualified applicants will first receive a brief career overview covering:
Position responsibilities
Customer-service expectations
Commission-based compensation
Insurance licensing requirements
Training and mentorship
Client opportunity system
Career growth and leadership advancement
Candidates interested in continuing will then have the opportunity to participate in a live Zoom interview with our hiring team.
This process is designed to give candidates a clear understanding of the opportunity before deciding whether it is the right career fit.
Ready to Start Your Fully Remote Career?
If you're looking for a 100% work-from-home opportunity where you can help families, build valuable customer-service and relationship-management skills, receive comprehensive training, and create long-term earning and advancement opportunities based on your performance, we'd like to hear from you.
Apply today to be considered for our CSR Fully Remote / Remote Client Success Specialist opportunity with AO | Globe Life.
Work From Home. Support Clients. Help Families. Develop Your Skills. Build Your Future.
- ...Work From Anywhere CSR – Build a Career With Purpose Ready to take... ...career? We’re growing our fully remote team and seeking driven, people... ...Rewards) As a Virtual Insurance Specialist , you’ll act as a trusted resource for clients—helping them make informed...Remote workWeekly payFull timeImmediate startFlexible hours
- ...Plumbing Services Full-Time | Remote | U.S. Hours | Evenings & Weekends... ...Role At Pavago, one of our clients is hiring a Customer Sales Representative (CSR) to handle high-volume inbound calls... ...targets Why Join? Fully remote opportunity Clear and measurable...Remote workFull timeAfternoon shift
- ...Remote Customer Service Representative | Client Benefits Representative | Work From Home | Weekly Pay Company: AO | Globe Life Location: 100% Remote... ...relationships through scheduled Zoom appointments . In this fully remote role, you'll answer questions, explain benefit...Remote workWeekly payFull timeWork from homeFlexible hours
- ...Remote Client Success Specialist / Customer Service / Work From Home / Weekly Pay Company: Globe Life AO Location: 100% Remote (United States... ...Success Specialists to join our expanding team. In this fully remote role, you'll work with current and prospective clients...Remote jobWeekly payFull timeLocal areaWork from homeFlexible hours
- ...Customer Support Representative (CSR) About Our Mission... ...and student loan benefits as a fully managed service that drives real... ...communication skills to support our clients and their employees. Customer... ...Manager Location: Fully remote Job Type: Full-Time Benefits...Remote workFull timeTemporary workShift work
$16.5 per hour
Shop Care Customer Service Representative (CSR) Join to apply for the Shop Care Customer Service Representative (CSR) role at Safelite... ...a life. Let us be the best place you'll ever work. This is a fully remote role that requires applicants to reside in Arizona, Florida,...Remote workHourly payWeekly payFull timePart timeLocal areaWork from homeFlexible hours- ...licensed full-time Personal Lines Customer Service Representative (CSR) to handle renewal reviews and market existing accounts. This... ..., review policy renewals, manage insurance claims, and maintain client details. The position offers a flexible schedule and the possibility...Remote workFull timeWork from homeFlexible hours
- ...A financial services company is seeking a Bookkeeping Relations Specialist for a fully remote position. This role involves guiding clients through onboarding, managing client communications, and providing ongoing support in bookkeeping and tax services. Ideal candidates...Remote workWork from home
- ...Insurance Customer Service Representative I (CSR I), you will be part of a dynamic team... ...Five Diamond Service to our valued clients. This entry-level position is designed for... ...:Licensing and Product Training will be fully remote for approximately 15 weeks: Monday, Tuesday...Remote workWork at officeMonday to FridayFlexible hoursShift work
- ...Global Elite Empire Consultants is recruiting for a remote client-advocate role focused on virtual consultations and relationship building... ...communication, dependability, and the ability to work in a fast-paced, fully remote environment with ongoing mentorship and growth...Remote work
- ...A leading health support company is seeking individuals for a full-time, fully remote customer care role. This position involves communicating with clients to understand their needs and providing guidance on available solutions. No prior experience is necessary, as training...Remote workFull time
- AO (American Income Division) is hiring a Remote Client Success Representative to support clients virtually, educate on benefits, and guide... ..., relationship-building, and ongoing client service in a fully remote setting. No prior insurance experience is required, with...Remote jobWork from home
- ...Southwest / West Coast - Remote Work From Home Csr - Cpap Experienced Csr with a love to serve our military customers and support our white glove Cpap services Must be based in the Mountain or Pacific time zones Come Join our Optigen Team on our mission to be...Remote workWork from home
- ...management. We are currently seeking sales & client onboarding specialists to join our growing sales team. You’... ...Self-motivated and effective in a remote work environment What we offer... ..., vision, 401k, and paid time off Fully remote, work-from-home flexibility...Remote workWork from home
$100k
...as a Personal Lines Insurance Customer Service Representative (CSR) and be part of an organization that values your skills and dedication... ...within and offer leadership opportunities. Your Role: Client Support : Help clients maintain their policies, handle...Remote workStart working todayWork at officeLocal areaImmediate startWork from homeFlexible hours- ...AO is expanding its fully remote team and is seeking motivated, people-focused professionals to join us as Remote Client Relations Advisors. You will provide education, guidance, and outstanding customer service to individuals and families through virtual consultations...Remote work
- A leading finance service provider is seeking a Bookkeeping Relations Specialist for a fully remote position. The ideal candidate will manage client onboarding, facilitating their understanding of services and addressing their needs proactively. Ideal candidates should...Remote work
- ...Overview We are seeking a motivated and customer-focused Remote Client Experience Specialist to join our team. In this role, you will assist clients... ...throughout the planning process. Benefits Fully remote, work-from-home position. Flexible scheduling options...Remote workPart timeWork from homeFlexible hours
- ...A leading financial services company is seeking a Bookkeeping Relations Specialist to manage client relationships in a fully remote setting. This role involves leading client onboarding, providing accounting education, and supporting technical setups. Ideal candidates...Remote work
$31.2k - $37.44k
...Join 770GoodLaw as a Bilingual (English/Spanish) New Client Specialist and become the first point of contact for potential clients navigating... ...one of the most stressful moments of their lives. In this fully remote role, you'll guide prospective clients through intake and...Remote work- ...A reputable financial company is seeking a Bookkeeping Relations Specialist to act as the primary contact for clients in their Bookkeeping and Tax Services department. This fully remote role requires leading onboarding meetings, educating clients on accounting practices...Remote work
- A leading financial services provider is seeking a Bookkeeping Relations Specialist for a fully remote role. The position involves guiding clients through onboarding and supporting them with accounting and tax services. Successful candidates will possess strong communication...Remote work
- ...To support a growing client base, the full-time Client Experience Specialist will communicate with clients via phone, live chat, and email to address inquiries... ...and requests, ensuring a seamless experience in a fully remote environment. Key responsibilities Communicate...Remote workFull time
$22.3 - $30.11 per hour
...The Centralized Service Representative (CSR) provides telephone and digital support for... ...between multiple locations, or may work remotely from home under current St Charles Health... ...of applicable rules, and cooperating fully with all organizational investigations and...Remote workFull timeWork experience placementWork from homeRelocationRelocation packageMonday to FridayShift workDay shift$60k
...A reputable financial services company is seeking a Bookkeeping Relations Specialist to serve as the primary contact for clients. This fully remote role involves guiding clients through onboarding, managing communications, and supporting their understanding of accounting...Remote workFlexible hours- ...reputable financial services company is seeking a remote Bookkeeping Relations Specialist to guide clients in their bookkeeping and tax services. This role involves... ..., and excellent communication skills. This is a fully remote position offering a competitive salary and...Remote work
- A travel services company is looking for a Client Onboarding Coordinator to join their fully remote team. In this role, you will guide clients through the onboarding process, ensuring all arrangements are accurate and aligned with client expectations. Strong communication...Remote work
- ...A leading financial services firm is seeking a Bookkeeping Relations Specialist to support clients through onboarding and service setup. This fully remote role requires strong client service experience and accounting knowledge, particularly with QuickBooks Online. The...Remote work
$60k
...A reputable financial services firm is looking for a Bookkeeping Relations Specialist. This fully remote role involves guiding clients through onboarding and managing their bookkeeping needs. Successful candidates will have experience in client service and bookkeeping,...Remote work- A leading financial services company is seeking a Bookkeeping Relations Specialist to support clients in their Bookkeeping and Tax Services department. This fully remote role involves leading client onboarding, educating them on accounting best practices, and managing communications...Remote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CSR Fully Remote | Remote Client Specialist. Be the first to apply!
- online customer service assistant Charlotte, NC
- customer service rep part time Charlotte, NC
- customer support representative Charlotte, NC
- client engagement specialist Charlotte, NC
- spanish customer service representative Charlotte, NC
- customer service account specialist Charlotte, NC
- customer sales representative Charlotte, NC
- benefits customer care representative Charlotte, NC
- client service consultant Charlotte, NC
- customer experience agent Charlotte, NC


