• Serve as the primary point of contact for clients, handling inquiries with care and professionalism • Manage the client onboarding process, including documentation and system setup • Maintain and update client records in the CRM system • Support administrative and compliance-related processes in line with industry standards • Handle sensitive client situations with empathy and discretion • Assist with light bookkeeping tasks (e.g., data entry, invoicing support, basic reconciliations) • Compliance & Documentation Control (Client and Staff File Management) • Shift Compliance & Enforcement (Monitor daily shift compliance within CRM (clock-ins, clock-outs, and shift notes) • Rostering Support • Payroll Support • Submit weekly operational updates • Maintain organized and accurate digital records • Identify operational risks early and escalate appropriately

• Involved in the full cycle of improvement projects • Understanding and defining problems facing a company, developing and implementing solutions to address these problems • Measuring the impact of the changes • Dealing with management and C-level executives • Advising and assisting with the identification, development, and implementation of solutions

Role Description AO Globe Life is seeking dedicated, people-focused professionals to join our remote team. 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 important supplemental benefit programs designed to provide financial protection and peace of mind. You will connect with individuals who have requested information about benefit programs, schedule virtual consultations, and guide them through their available options. Our organization provides structured training, ongoing mentorship, and a supportive culture that ensures every team member has the tools needed to succeed. Responsibilities - Connecting with 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 to client needs and helping them identify benefit options that fit their circumstances - Explaining available programs clearly and professionally - Assisting clients through the enrollment process from start to finish - Maintaining organized and accurate digital records of client interactions and documentation - Providing follow-up support to ensure a positive client experience - Participating in team meetings, mentorship sessions, and ongoing training - Collaborating with colleagues to share best practices and support team success This role requires professionalism, integrity, and strong time management while working independently in a remote environment. Qualifications - Strong communication and active listening skills - Ability to build trust and rapport in virtual conversations - High attention to detail and strong organizational skills - Self-motivation and accountability in a remote environment - Comfort using digital platforms such as Zoom and CRM systems - A positive attitude and willingness to learn - Experience in customer service, client relations, consulting, or sales 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 webcam - Quiet and professional workspace suitable for virtual meetings Benefits - Structured onboarding and mentorship to ensure every team member is prepared for success - Hands-on guidance for conducting virtual consultations, managing client relationships, and navigating compliance requirements - Ongoing weekly training sessions focused on communication skills, product knowledge, and professional development Company Description For more than 70 years, AO Globe Life has provided supplemental benefits to working families across the United States. Our organization partners with labor unions, credit unions, and veteran organizations to help families protect their financial futures. Our remote-first team focuses on service, integrity, and professional growth while providing meaningful career opportunities nationwide.

• Lead the operational and business performance of all Summerset villages across the Wellington and Otago regions • Partner with Village Managers to deliver operational business plans that lift performance and resident satisfaction • Ensure villages maintain high standards of presentation, service quality, staffing, and risk management • Support the development and establishment of new villages and ensuring resident needs are prioritised in service and design decisions • Build relationships across the health sector to support care related sales and admissions • Lead, coach and develop a team of Village Managers, fostering a high performance, inclusive culture • Work with Clinical teams to ensure high-quality care delivery and compliance with regulatory requirements • Lead or contribute to cross-functional projects across sales, property, development, marketing, and clinical functions • Promote a zero-harm culture and ensuring health and safety expectations are upheld across your portfolio