Role Description AO Globe Life is expanding its remote team and seeking experienced professionals who want to combine meaningful work with long-term career growth. This opportunity is well suited for individuals with backgrounds in leadership, operations, client service, or management who are looking to apply their professional experience in a flexible, remote environment. In this role, you will connect with individuals and families who have requested information about supplemental benefit programs. You will schedule virtual consultations, guide clients through available options, and provide support throughout the enrollment process while contributing to a collaborative, service-focused team. Whether you are continuing to build your career in a leadership-minded role or transitioning from a management position into a remote environment, this opportunity provides the structure and support to help you succeed. Key Responsibilities - Connect with individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Assess client needs and provide guidance on available supplemental benefit options - Support clients throughout the enrollment process and provide follow-up assistance - Maintain accurate digital documentation and client records - Participate in weekly training sessions, development programs, and team collaboration - Contribute insights and best practices to support overall team performance Qualifications - Have experience in management, client service, operations, consulting, or leadership roles - Communicate confidently in virtual environments - Are highly organized and self-motivated when working remotely - Enjoy helping others while contributing to team success - Are comfortable using digital platforms such as Zoom and CRM tools Requirements - Must be legally authorized to work in the United States - Reliable internet connection - Windows-based laptop or desktop computer with a functioning webcam Benefits - 100% remote work environment — work from anywhere in the United States - Flexible scheduling - Warm leads provided — no cold calling or prospecting - Weekly pay via direct deposit - Full training and licensing support - Monthly and quarterly performance bonuses - Leadership development opportunities and advancement pathways - A collaborative and service-oriented team culture Company Description For more than 70 years, AO Globe Life has partnered with labor unions, credit unions, and veteran organizations to provide supplemental life and health benefits to working families across the United States. Our remote-first organization focuses on service, leadership development, and meaningful career opportunities for professionals nationwide. Apply Today If you are an experienced professional looking for a flexible remote career where you can apply your leadership mindset while helping families access important benefits, we encourage you to apply and learn more about joining our team.

• Proactively engage clients to support and drive adoption and usage of specific products and features within the Phreesia solution, ensuring maximum business benefits for the client • Partner with client executives and key business leaders • Collaborate with Phreesia teams, including Business Development, Support, Product Management, Client Services and Sales to address customer issues • Act as the Subject Matter Expert and product Super User for the existing client base, implement new add on features and products • Ensure overall satisfaction and engagement for Phreesia's clients • Proactively address client risks based on product usage trends and key performance indicators

• Proactively engage clients to support and drive adoption and usage of specific products and features within the Phreesia solution, ensuring maximum business benefits for the client • Partner with client executives and key business leaders • Collaborate with Phreesia teams, including Business Development, Support, Product Management, Client Services and Sales to address customer issues • Act as the Subject Matter Expert and product Super User for the existing client base, implement new add on features and products • Ensure overall satisfaction and engagement for Phreesia's clients • Proactively address client risks based on product usage trends and key performance indicators

• Manage client satisfaction of our enterprise clients through exceptional service resulting in client retention and expansion • Strategically drive adoption of specific products and features within the Phreesia solution, growing our footprint and ensuring maximum business benefits for the client • Grow revenue by identifying clients that have the opportunity for add on/upsell products, demonstrate those products, implement them, then present ROI • Master Phreesia’s technical product functionality to provide expert consulting on workflow and develop custom client solutions • Partner with client executives and key business leaders to present Executive Business Reviews remotely or onsite • Proactively address client risks based on product usage trends and key performance indicators to minimize churn • Collaborate with Phreesia teams, including Market Development, Support, Product Management, Client Services and Sales, to address customer issues • Resolve escalations, raising to senior leadership when appropriate • Be a client advocate while capturing client feedback and reporting and prioritizing requests to our Product Management team • Coordinate internal account team effort and develop best practices with team members to continually improve the quality, effectiveness, and efficiency of our processes • Own and drive change management process and actively help to gain buy-in from peers on new initiatives.