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Fully Remote Beginner Level CSR

Full-time

AO Globe Life

Milwaukee, WI
  • Remote job

AO Globe Life is seeking dedicated, people-focused individuals to join our remote team as Client Support Specialists . This opportunity is ideal for individuals who enjoy helping others, thrive in a structured yet flexible environment, and want to build a long-term professional career while working from home.

In this role, you will assist individuals and families across the United States in understanding and accessing supplemental benefit programs designed to provide financial protection and peace of mind.

You will connect with individuals who have requested information about benefit options , schedule virtual consultations, and guide them through the enrollment process. No cold calling or door-to-door outreach is required.

Our organization provides comprehensive training, mentorship, and a supportive team culture to ensure each team member has the tools and confidence to succeed. Whether you are beginning your career or seeking a meaningful change, this role offers the opportunity to combine professional growth with purpose-driven work.

Responsibilities

As a Remote Client Support Specialist , your responsibilities include:

  • Contacting individuals who have expressed interest in learning about benefit programs

  • Scheduling and conducting virtual consultations via Zoom with individuals and families across the U.S.

  • Listening carefully to client needs and helping identify benefit options that fit their situation

  • Explaining available programs clearly and professionally

  • Guiding clients through the enrollment process from start to finish

  • Maintaining organized and accurate digital records of client interactions and documentation

  • Providing responsive follow-up support to ensure a positive client experience

  • Participating in ongoing professional development, mentorship sessions, and team meetings

  • Collaborating with teammates to share best practices and maintain a service-focused culture

This position requires professionalism, integrity, and strong time management while working independently in a remote environment.

Qualifications

Successful candidates typically demonstrate:

  • Strong communication and active listening skills

  • The ability to build trust and rapport through virtual conversations

  • Strong organization and attention to detail

  • Self-motivation and accountability when working independently

  • Comfort using digital tools including Zoom, email, and CRM systems

  • A positive, team-oriented mindset and willingness to learn

Prior experience in customer service, client relations, or consultative roles is helpful but not required.

Requirements

  • Must be legally authorized to work in the United States

  • Reliable high-speed internet connection

  • Windows-based laptop or desktop computer with a functioning webcam

  • Quiet and professional workspace suitable for virtual meetings

Training and Support

AO Globe Life provides structured onboarding and mentorship to ensure every team member is prepared for success. New hires receive hands-on guidance for conducting virtual consultations, supporting clients, and navigating compliance requirements.

In addition to initial onboarding, team members participate in ongoing weekly training sessions focused on communication skills, product knowledge, and professional development. Mentorship from experienced leaders is available to support continued growth.

What You Can Expect

Team members enjoy a collaborative remote environment where professionalism, accountability, and service are valued. The position allows for schedule flexibility while maintaining responsibility to client appointments and team objectives.

Because all consultations take place virtually, team members can work from anywhere within the United States while remaining connected through training, mentorship, and team collaboration.

Many professionals in this role find fulfillment in the combination of meaningful client interaction, continuous learning, and opportunities for long-term career growth.

Who Thrives in This Role

This position is well suited for individuals who:

  • Enjoy helping others and providing meaningful service

  • Appreciate a structured environment with independent work

  • Communicate clearly and build rapport easily

  • Value professional development and continuous learning

  • Want to work remotely while remaining connected to a supportive team

No prior experience in the insurance or benefits industry is required. A strong work ethic, willingness to learn, and commitment to helping others are the most important qualities for success.

About AO Globe Life

For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to provide supplemental benefits that help protect the financial security of working families across the United States.

Our organization is built on a foundation of service, integrity, and professional development , offering meaningful remote career opportunities for individuals who want to make a lasting impact.

How to Apply

If you’re ready to build a career that combines flexibility, professional development, and meaningful service, we encourage you to apply today and learn more about joining our growing remote team.

Vacancy posted 4 days ago
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