CSR Client Benefits Consultant

AO Globe Life

Posted 3 months ago

Full Time

Portland, Oregon

Fully Remote

Smart Summary

Responsibilities

The role involves meeting with clients virtually via Zoom to guide them through available benefit programs and onboarding processes. You will provide professional support, answer client questions, and maintain digital documentation.

Qualifications

You have experience working with people in roles such as customer service, sales, or operations, and possess strong communication and organizational skills. You are comfortable working independently in a remote environment and have the necessary equipment (laptop with camera, reliable internet) to succeed. You are motivated for a career transition and ready to learn and grow in a client-focused consulting role.

Must Have Skills for ATS

Customer Service

Sales

Operations

Digital Records

Zoom

Job Description

AO Globe Life is hiring professionals who are looking to transition into a flexible, remote career with long-term potential.

If you’ve worked in customer service, sales, operations, or any role that involves working with people, this opportunity allows you to apply those skills in a new environment focused on growth, stability, and purpose.

In this role, you’ll connect with individuals who have requested information about available benefits. You’ll guide conversations, provide support, and help clients make confident decisions—all while building a sustainable career.

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

  • Support clients through onboarding and ongoing communication

  • Maintain simple digital records and documentation

  • Deliver a professional, client-first experience

  • Participate in training, coaching, and development sessions

Why Career Changers Apply

  • 100% remote — no commute, more control of your schedule

  • Flexible scheduling that fits your lifestyle

  • Clients have already requested to be contacted

  • Opportunity to apply your existing experience in a new career path

  • Structured training and ongoing mentorship

  • Clear path into leadership and advancement roles

  • Long-term growth with performance-based progression

What You’ll Need

  • Must be authorized to work in the United States

  • Experience working with people (customer service, sales, operations, etc.)

  • Strong communication and organizational skills

  • Comfortable working independently in a remote environment

  • Laptop or computer with camera + reliable internet

  • Motivated and ready for a career transition

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.

AO Globe Life

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