Remote Client Onboarding Entry Level

Job Description

Onboarding Specialist | RemoteHunter

The Tone:
This is an entry-level role for a Remote Client Onboarding Specialist at AO Globe Life, a remote-first organization with over 70 years of service in the supplemental benefits industry. The company partners with unions, credit unions, and veteran organizations to provide financial protection options for working families across the United States. This role is crucial for guiding individuals through benefit programs, facilitating enrollment, and directly contributing to the organization’s mission of protecting families financially.

The TL;DR
• Role: Early Career
• Type: Full-time, Flexible
• Location: Remote, United States

• Mission: Connect clients with appropriate life, accident, and supplemental coverage to support their financial security.
• Tech Stack: Zoom, CRM systems

What You’ll Actually Do
• Client Engagement: Connect with individuals who have expressed interest in benefit programs.
• Virtual Consultation: Schedule and conduct virtual consultations using Zoom to discuss coverage options.
• Coverage Matching: Match clients with suitable life, accident, and supplemental coverage options.
• Enrollment Facilitation: Guide clients professionally through the enrollment process for their selected benefits.
• Record Keeping: Maintain accurate and compliant digital records of client interactions and enrollments.

The Must-Haves
• Background: Entry-Level career stage focused on engaging individuals regarding supplemental benefit programs.
• Experience: Familiarity with technology, including virtual meeting platforms like Zoom and CRM systems.
• Skills: Strong communication abilities for virtual client interactions, self-motivation for independent work, a problem-solving mindset with a client-focused approach, and access to a Windows-based laptop or desktop with reliable internet.