Role Description As a Remote Account Representative, you’ll connect virtually with individuals and families who have requested information about supplemental benefit programs. Your role is to reach out, schedule virtual consultations, and guide clients through their coverage options in a professional and supportive environment. This position offers the opportunity to build valuable communication and client service skills while working remotely from anywhere in the United States. - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Understand client needs and provide guidance on available coverage options - Explain benefits clearly, answer questions, and assist with enrollment - Maintain organized digital records and follow-up communications - Participate in team calls, training sessions, and professional development meetings - Collaborate with teammates to share strategies and support team growth Qualifications - Confident communicator comfortable speaking with clients virtually - Motivated by helping people and providing strong client service - Organized and self-motivated while working remotely - Comfortable using digital platforms such as Zoom and CRM systems - Legally authorized to work in the United States - Access to a Windows-based laptop or desktop computer with reliable internet Benefits - 100% remote work environment — work from anywhere in the U.S. - Flexible scheduling to support work-life balance - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Full training and licensing support - Monthly and quarterly performance bonuses - Equity opportunities for qualifying team members - Advancement opportunities into leadership roles - Supportive and collaborative team culture Company Description For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect the financial security of working families across the United States. Our remote-first organization focuses on service, integrity, and meaningful career development. If you’re ready to build a flexible remote career where you can grow professionally while making a positive impact, apply today to learn more about joining our team.

• To determine account management strategies related to client service plans • To be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business • To provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models • To oversee the work of other local Client Services staff • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs • Conducts pre-renewal visits reviewing client loss experience and general company performance • Reviews and identifies areas of potential dissatisfaction prior to renewal meetings • Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs • Negotiates changes or improvements to service plan • Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development • Coordinates client invoicing, audits and accounts receivable follow up for assigned clients • Resolves all major customer service issues • Identifies and solicits cross-selling opportunities • Participates in local insurance community through advanced education and affiliation memberships • Supervises and directs personnel assigned to programs requiring multiple Account Representatives • Ensures compliance with all applicable Quality initiatives

• To determine account management strategies related to client service plans • to be responsible for retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business • to provide program management for jumbo clients requiring dedicated staff, multiple offices and complex service models • and to oversee the work of other local Client Services staff • Provides stewardship reporting to clients; identifying and educating clients on issues and trends impacting programs • Conducts pre-renewal visits reviewing client loss experience and general company performance • Reviews and identifies areas of potential dissatisfaction prior to renewal meetings • Performs client renewal, contract revision, and Client Service Instruction preparation for complex programs • Negotiates changes or improvements to service plan • Facilitates the reduction of process barriers, technology constraints, or resource constraints by directing and influencing the activities of other internal departments such as information technology, operations and business development • Coordinates client invoicing, audits and accounts receivable follow up for assigned clients • Resolves all major customer service issues • Identifies and solicits cross-selling opportunities • Participates in local insurance community through advanced education and affiliation memberships • Supervises and directs personnel assigned to programs requiring multiple Account Representatives • Ensures compliance with all applicable Quality initiatives

• Provide personalized, dedicated support to clients, HR teams, and employees, ensuring a smooth and seamless benefits experience • Ensure we consistently deliver innovative solutions that exceed service expectations and improve access to care • Take ownership of escalated issues, including complex claims, denials, authorizations, appeals, and incentive-related questions • Educate employees on plan offerings, benefit usage optimization, and available resources • Assist in coordinating and support onsite client wellness initiatives • Run and Analyze claims reports to identify trends and perform root cause analysis on errors • Support new-hire onboarding, open enrollment, and health fair activities