Remote Client Onboarding Entry Level – Client Onboarding

Job Description

Onboarding Specialist | RemoteHunter

The Tone:
This is a remote, entry-level role with AO Globe Life, operating across the United States. AO Globe Life provides supplemental benefit programs, partnering with unions, credit unions, and veteran organizations to offer financial protection options for working families. This role is crucial for connecting clients with appropriate life, accident, and supplemental coverage, directly contributing to the organization’s mission of protecting families financially by guiding them through available options and the enrollment process.

The TL;DR
• Role: Early Career
• Location: Remote, United States
• Team: Works within a collaborative team environment.
• 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 Connection: Connect with individuals who have expressed interest in supplemental benefit programs.
• Virtual Consultations: Schedule and conduct virtual consultations with clients using Zoom.
• Coverage Matching: Match clients with suitable life, accident, and supplemental coverage options.
• Enrollment Guidance: Guide clients through the enrollment process professionally.
• Record Maintenance: Maintain accurate and compliant digital records.

The Must-Haves
• Background: Entry-Level career experience.
• Experience: Familiarity with virtual meeting platforms and client relationship management (CRM) systems.
• Skills: Strong communication for virtual interactions, Self-motivation and comfort working independently, Problem-solving with a client-focused approach.