[Hiring] Online Benefits Support Representative @AIL

Role Description

As a Remote Insurance Specialist, you'll work directly with clients through scheduled Zoom and phone appointments.

• Client Consultations & Benefits Education
  • Meet virtually with clients through Zoom and phone
  • Learn about each client's needs, priorities, and coverage goals
  • Explain available life, accident, and supplemental health insurance benefits
  • Answer questions regarding coverage, benefits, and policy features
  • Provide needs-based coverage recommendations
  • Guide clients through applications and enrollment
  • Assist with required documentation
• Client Service & Relationship Management
  • Deliver professional, personalized customer service
  • Build long-term client relationships through trust and consistent communication
  • Conduct policy reviews when appropriate
  • Assist with beneficiary updates and policy service requests
  • Provide ongoing policy support
  • Assist clients with navigating the claims process when needed
  • Maintain accurate digital records and follow-up documentation
  • Follow applicable company procedures and state insurance requirements
• Professional Development
  • Complete structured virtual onboarding and training
  • Participate in weekly coaching and mentorship
  • Develop communication, presentation, and relationship-building skills
  • Continue building insurance and product knowledge
  • Participate in leadership development opportunities
  • Collaborate with a supportive virtual team

Qualifications

• Excellent communication and active listening skills
• Strong customer service and relationship-building abilities
• Professionalism, integrity, and reliability
• Self-motivation and personal accountability
• Strong organization and time-management skills
• Problem-solving and critical-thinking abilities
• Confidence communicating through Zoom and phone
• Comfort learning virtual systems and technology
• Positive, solutions-focused attitude
• Coachability and willingness to learn
• Ability to work independently in a remote environment

Requirements

• Be 18 years of age or older
• Be legally authorized to work in the United States
• Be physically located within the United States
• Have access to a computer or laptop
• Maintain reliable high-speed internet
• Have webcam and microphone capability
• Maintain a quiet, professional workspace
• Be comfortable conducting virtual client appointments
• Be willing to complete required training
• Hold or be willing and able to obtain the appropriate state Life & Health Insurance License

Benefits

• Health insurance reimbursement program
• Company-supported life insurance
• Renewal and residual income opportunities
• OPEIU Local 277 representation, where applicable
• Leadership development programs
• Professional conferences and events
• Virtual business tools and technology