CSR Benefits Agent

AO Globe Life

Posted 3 months ago

Full Time

Phoenix, Arizona

Fully Remote

Smart Summary

Responsibilities

Conduct virtual consultations to assess client needs and guide them through supplemental benefit enrollment processes. Maintain accurate records and build long-term client relationships through professional service and follow-up.

Qualifications

You are a self-motivated individual with strong communication skills and a client-focused mindset, comfortable using digital communication tools like Zoom. While not strictly required, experience in customer service, consulting, or sales is helpful for this role.

Must Have Skills for ATS

Zoom

digital communication tools

Job Description

AO Globe Life is actively hiring to support families and individuals across the United States in accessing important supplemental benefit programs. This mission-driven, remote-first opportunity offers meaningful work, professional development, and long-term income potential.

Whether you are early in your career or exploring a new direction, this role provides the opportunity to make a real impact while building valuable experience and growth.


Key Responsibilities

  • Conduct scheduled virtual consultations with clients to assess their needs

  • Guide individuals and families through benefit options and enrollment processes with clarity and professionalism

  • Maintain accurate client records and follow-up communication

  • Deliver a high level of service while building long-term client relationships

  • Participate in ongoing training sessions, professional development, and team meetings


What We Offer

  • 100% remote work environment — work from anywhere in the United States

  • Flexible scheduling that allows you to manage your workday independently

  • Pre-qualified client appointments provided — no cold outreach required

  • Long-term income potential through vested renewals

  • Paid training and ongoing professional development

  • Supportive and collaborative team environment

  • Leadership development and advancement opportunities for high performers


Who Thrives in This Role

  • Strong communicators with a client-focused mindset

  • Self-motivated individuals who are organized and able to work independently

  • Professionals comfortable using Zoom and digital communication tools

  • Candidates with customer service, consulting, or sales experience (helpful but not required)

  • Growth-minded professionals who value coaching and mentorship


Requirements

  • Must be authorized to work in the United States

  • Reliable internet connection

  • Windows-based laptop or desktop computer with webcam capability


About AO Globe Life

For more than 70 years, AO Globe Life has been a trusted provider of supplemental benefits to working-class families across the United States. The organization proudly serves union members, veterans, credit union clients, and associations nationwide—delivering programs that help families protect their financial futures.

With a growing remote-first workforce, AO Globe Life continues to create meaningful career opportunities for professionals who want to make a difference while building long-term success.


Ready to build a career that combines flexibility, purpose, and growth? Apply today and start making an impact from home.

AO Globe Life

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