• Independently manage client relationships to ensure our service levels exceed the clients’ expectations • Prepare for and facilitate client performance updates and presentations, in appropriate format • Maintain client data integrity within the LoanTracker operating system by pulling and uploading data files from U.S. Department of Education systems • Monitor client portfolio performance by analyzing dashboard reporting and conducting further research when appropriate • Prepare and present student-facing webinars upon client request • Monitor, and occasionally implement, various campaigns/products/services • Conduct system training with new and current clients • Perform other duties and responsibilities as assigned

Do you enjoy helping people, organizing details, and bringing plans together smoothly? We're looking for reliable, detail-oriented individuals who enjoy supporting others and creating great experiences behind the scenes. This is a fully remote opportunity where you'll help coordinate plans, manage details, and assist clients throughout their experience from start to finish. If you're someone who likes staying organized, communicating with people, and working independently from home, this could be a great fit. No previous industry experience is required — training and support are provided. What You'll Do - Connect with clients to understand their needs and preferences - Organize schedules, confirmations, and important details - Provide friendly and professional communication throughout the process - Ensure everything runs smoothly by managing logistics and updates - Help create a seamless and positive client experience What We're Looking For - Strong communication and people skills - Someone who enjoys staying organized and managing details - Ability to work independently and stay motivated in a remote environment - Basic comfort with technology and online tools - Customer service, coordination, or planning experience is helpful but not required We are happy to train the right person who is reliable, positive, and eager to learn. Why People Love This Opportunity - 100% Remote — work from anywhere - Flexible schedule options - Ongoing training and support provided - Growth opportunities available - Work independently while being part of a supportive team Location Requirements Applicants must be citizens or authorized to work in: United States, United Kingdom, Mexico, Australia, LATAM, or Spain. If you enjoy helping people, staying organized, and working remotely, we'd love to hear from you. Apply today to learn more about this flexible opportunity.

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