Position: Intake Specialist Location: Remote (South Africa) - US Hours (8am-12pm , 2pm-6pm EST) Type: Full-Time . Key Responsibilities: - Respond efficiently to incoming intake inquiries through phone, email, and online forms. - Provide detailed information about ABA therapy services and intake procedures to families and clients. - Coordinate collection, review, and verification of all required documentation (diagnosis, insurance, referrals). - Schedule appointments and assessments in collaboration with clinical staff. - Maintain accurate records within practice management systems. - Communicate consistently with families to ensure smooth onboarding experience. - Collaborate with clinical, insurance, and administrative teams to resolve client eligibility issues.

• Ensure exceptional support and service delivery to a portfolio of key clients • Oversee all support and service activities across key accounts • Take extreme ownership of the client experience to reduce attrition and support renewals • Serve as the single point of accountability for clients, building trusted partnerships • Collaborate cross-functionally with sales, product, and support teams • Document all tasks according to internal guidelines • Review monthly invoices for accuracy, including client standard fee schedule • Lead the annual enrollment process and testing workflows for clients • Identify training opportunities and suggest process improvements

At AO Globe Life, excellence is the standard. We serve veterans, labor union members, and credit union members by delivering dependable supplemental benefit solutions with integrity, precision, and care. Our mission is clear: help families protect their financial futures while providing a high level of service at every interaction. This fully remote opportunity is designed for professionals who want flexibility, meaningful work, and long-term career growth in a structured, supportive environment. What You’ll Gain 100% remote work environment from anywhere in the United States Flexible scheduling that supports work-life balance Pre-qualified client consultations provided — no cold outreach required Comprehensive training and licensing support Weekly direct deposit Monthly and quarterly performance bonuses Health insurance premium reimbursement Union representation through OPEIU Local 277 Leadership development and advancement opportunities A collaborative, service-focused team culture What You’ll Do Conduct scheduled virtual consultations with individuals and families Assess client needs and provide personalized benefit recommendations Explain coverage options clearly and guide clients through enrollment Maintain accurate digital records and ensure compliance standards Provide ongoing client support, including policy updates and general inquiries Build long-term relationships through consistent communication and service Participate in training sessions, mentorship, and team development Who Thrives in This Role Professionals with a strong client-first mindset Confident communicators who build trust in virtual settings Organized individuals who can manage multiple priorities Self-motivated professionals comfortable working independently Candidates experienced with digital tools and virtual platforms Customer service or client-facing experience is helpful but not required Requirements Authorized to work in the United States Reliable internet connection Windows-based laptop or desktop computer with webcam Must be physically located within the United States Eligible to obtain a Life Insurance License (licensing support provided) About AO Globe Life For more than 70 years, AO Globe Life has partnered with unions, credit unions, and veteran organizations to provide supplemental benefits that help protect working families nationwide. Our organization is built on trust, long-term relationships, and a commitment to service. Apply today to build a flexible, purpose-driven career where your work makes a lasting impact.

AO Globe Life is hiring individuals who want a remote role where they can build skills, help people, and grow into something bigger. In this position, you’ll connect with individuals who have requested information about available benefits. You’ll guide conversations, answer questions, and provide a smooth, professional experience while building long-term client relationships. No cold calling. No door knocking. No chasing uninterested leads. What You’ll Be Doing - Meet with clients virtually using Zoom - Walk individuals and families through available programs - Answer questions and guide clients through next steps - Support clients through onboarding and follow-up communication - Maintain simple digital records and documentation - Manage daily appointments and stay organized - Participate in training, mentorship, and development sessions Why People Apply - 100% remote — work from anywhere in the U.S. - Flexible scheduling - No experience required — full training provided - No cold calling or outbound prospecting - Clients have already requested to be contacted - Ongoing mentorship and professional development - Clear path into leadership opportunities What You’ll Need - Must be authorized to work in the United States - Laptop or computer with camera + reliable internet - Strong communication and problem-solving skills - Comfortable working independently - Coachable, motivated, and goal-oriented About AO Globe Life AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran organizations nationwide. The company operates fully remotely and focuses on service, development, and long-term career growth.