Remote Client Care Specialist

AIL

Posted 3 months ago

Full Time

Santa Rosa, California

Fully Remote

Smart Summary

Responsibilities

The specialist will virtually meet with clients via Zoom to guide them through available benefit programs and answer their questions. They are also responsible for maintaining digital records and managing client appointments.

Qualifications

You have strong communication and interpersonal skills, and are comfortable working independently and managing appointments using digital tools. You are coachable, motivated, and goal-oriented, with a desire for a flexible, remote role that offers full training and a clear path for career growth.

Must Have Skills for ATS

Zoom

Digital Records Management

Digital Appointment Management

Job Description

AO Globe Life is hiring individuals who want a flexible, remote role where they can build skills, help people, and grow into a long-term career.

In this position, you’ll connect with individuals who have requested information about available benefits. You’ll guide them through their options, answer questions, and provide a smooth, professional experience.

No cold calling. No door knocking. No chasing uninterested leads.


What You’ll Be Doing

  • Meet with clients virtually using Zoom

  • Walk individuals and families through available programs

  • Answer questions and guide clients through next steps

  • Provide personalized support based on client needs

  • Maintain simple digital records and documentation

  • Use digital tools to manage appointments and client interactions

  • Participate in training, mentorship, and development sessions


Why People Apply

  • 100% remote — work from anywhere in the U.S.

  • Flexible scheduling

  • No experience required — full training provided

  • No cold calling or outbound prospecting

  • Clients have already requested to be contacted

  • Ongoing mentorship and professional development

  • Clear path into leadership opportunities


What You’ll Need

  • Must be authorized to work in the United States

  • Laptop or computer with camera + reliable internet

  • Strong communication and interpersonal skills

  • Comfortable working independently

  • Coachable, motivated, and goal-oriented


About AO Globe Life

AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, development, and long-term career growth.

AIL

American Income Life is a major provider of supplemental insurance benefits to working families through relationships established with labor unions, credit unions, and associations. The Company was founded with just $25,000 in borrowed capital more than 50 years ago by entrepreneur and philanthropist Bernard Rapoport. American Income Life is licensed in 49 states, the District of Columbia, Canada, and is registered to carry on business in New Zealand. AIL also has a wholly-owned subsidiary: National Income Life Insurance Company, licensed in the state of New York. American Income Life, along with our New York subsidiary National Income Life, has combined assets of more than $3 billion with more than $46.6 billion of life insurance in force in 2014. (as of 4/15) A.M. Best, one of the country's oldest and most respected insurance ratings companies, has rated American Income Life as A (Excellent) for Financial Strength (as of 10/24). American Income Life Insurance Company has a long history and rich tradition of partnering with the working family community: through national and local leaders, advocating for key issues and campaigns, and investing in a public agenda that reflects the core values of importance to all working people. If you are interested in a career where your opportunities are truly unlimited, please visit www.ailcareers.com.
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