Client Relations Advisor
Baltimore, Anne Arundel County, Maryland, 21276, USA
Listed on 2026-06-22
-
Customer Service/HelpDesk
Customer Success Mgr./ CSM, Bilingual, Client Relationship Manager
AO Globe Life is seeking dedicated, people-focused individuals to join our remote team as Client Support Specialists
. This opportunity is ideal for individuals who enjoy helping others, thrive in a structured yet flexible environment, and want to build a long-term professional career while working from home.
In this role, you will assist individuals and families across the United States in understanding and accessing supplemental benefit programs designed to provide financial protection and peace of mind.
You will connect with individuals who have requested information about benefit options
, schedule virtual consultations, and guide them through the enrollment process.
No cold calling or door-to-door outreach is required.
Our organization provides comprehensive training, mentorship, and a supportive team culture to ensure each team member has the tools and confidence to succeed. Whether you are beginning your career or seeking a meaningful change, this role offers the opportunity to combine professional growth with purpose-driven work.
Responsibilities- Contacting individuals who have expressed interest in learning about benefit programs
- Scheduling and conducting virtual consultations via Zoom with individuals and families across the U.S.
- Listening carefully to client needs and helping identify benefit options that fit their situation
- Explaining available programs clearly and professionally
- Guiding clients through the enrollment process from start to finish
- Maintaining organized and accurate digital records of client interactions and documentation
- Providing responsive follow-up support to ensure a positive client experience
- Participating in ongoing professional development, mentorship sessions, and team meetings
- Collaborating with teammates to share best practices and maintain a service-focused culture
This position requires professionalism, integrity, and strong time management while working independently in a remote environment.
QualificationsSuccessful candidates typically demonstrate:
- Strong communication and active listening skills
- The ability to build trust and rapport through virtual conversations
- Strong organization and attention to detail
- Self-motivation and accountability when working independently
- Comfort using digital tools including Zoom, email, and CRM systems
- A positive, team-oriented mindset and willingness to learn
Prior experience in customer service, client relations, or consultative roles is helpful but not required.
Requirements- Must be legally authorized to work in the United States
- Reliable high-speed internet connection
- Windows-based laptop or desktop computer with a functioning webcam
- Quiet and professional workspace suitable for virtual meetings
AO Globe Life provides structured onboarding and mentorship to ensure every team member is prepared for success. New hires receive hands‑on guidance for conducting virtual consultations, supporting clients, and navigating compliance requirements.
In addition to initial onboarding, team members participate in ongoing weekly training sessions focused on communication skills, product knowledge, and professional development. Mentorship from experienced leaders is available to support continued growth.
What You Can ExpectTeam members enjoy a collaborative remote environment where professionalism, accountability, and service are valued. The position allows for schedule flexibility while maintaining responsibility to client appointments and team objectives.
Because all consultations take place virtually, team members can work from anywhere within the United States while remaining connected through training, mentorship, and team collaboration.
Many professionals in this role find fulfillment in the combination of meaningful client interaction, continuous learning, and opportunities for long-term career growth.
Who Thrives in This RoleThis position is well suited for individuals who:
- Enjoy helping others and providing meaningful service
- Appreciate a structured environment with independent work
- Communicate clearly and build rapport easily
- Value professional development and continuous learning
- Want to work remotely while remaining connected to a supportive team
No prior experience in the insurance or benefits industry is required. A strong work ethic, willingness to learn, and commitment to helping others are the most important qualities for success.
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