• Support the Client Success team in delivering a best-in-class customer experience that drives retention and satisfaction. • Help coordinate customer-facing initiatives, renewals, meetings, and communications that strengthen customer relationships and support long-term growth. • Support Client Success team in managing customer accounts and maintaining strong client relationships. • Assist with the preparation and coordination of Quarterly Business Reviews (QBRs), presentations, customer reports, and meeting materials. • Generate customer contracts, renewal agreements, order forms, and other customer-facing documentation. • Coordinate customer meetings, business reviews, training sessions, and internal planning meetings. • Manage scheduling, meeting logistics, agendas, and follow-up action items. • Maintain accurate customer records, notes, and activities within HubSpot and other company systems. • Assist with customer onboarding, implementation coordination, and account transitions as needed. • Monitor customer requests and ensure timely follow-up with the appropriate internal teams. • Collaborate with internal departments to help facilitate the successful delivery of products and services. • Support renewal and expansion initiatives through administrative preparation, customer communication, and documentation. • Build a working knowledge of all company products and services to effectively support customers and internal teams. • Identify opportunities to improve client engagement processes and operational efficiency. • Participate in customer meetings and communications to strengthen relationships and provide a high level of service. • Assist with special projects and strategic initiatives within the Client Success organization.

• Own day-to-day management of agency/client relationships, including communication and partner enablement • Oversee campaign execution and deal and campaign setup across platforms, ensuring accuracy and timely delivery • Monitor performance and provide clear, actionable reporting insights • Troubleshoot and resolve technical and operational issues efficiently • Proactively identify and escalate risks, blockers, or discrepancies • Identify and execute upsell opportunities while delivering strategic recommendations that drive client value

Role Description AO Globe Life is seeking qualified candidates to help families across the United States access important supplemental benefit programs—all from the comfort of home. This mission-driven, remote-first opportunity is designed for individuals who want meaningful work, professional development, and long-term career growth. In this position, you’ll connect with individuals who have requested information about benefit options, schedule virtual consultations, and guide them through the enrollment process. - Reach out to individuals who have expressed interest in learning about benefit programs - Schedule and conduct virtual consultations with clients via Zoom - Provide clear guidance on available benefit options and assist with enrollment - Maintain accurate client records and manage follow-up communications - Deliver excellent client support and build positive relationships - Participate in mentorship, training sessions, and team development meetings Qualifications - Strong communicators with a client-focused mindset - Organized, self-motivated professionals - Individuals comfortable using Zoom and digital tools - Experience in customer service, sales, or consulting is helpful but not required - Growth-minded individuals who value mentorship and professional development Requirements - Must be authorized to work in the United States - Windows-based laptop or desktop computer with a webcam - Reliable high-speed internet connection Benefits - 100% Remote Work — work from anywhere in the U.S. - Flexible scheduling to support work-life balance - Warm leads provided — no cold calling or door-to-door outreach - Weekly pay via direct deposit - Training and ongoing professional development - Performance-based bonuses - Clear advancement opportunities into leadership roles - Supportive, 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 futures of working families across the United States. Our remote-first team is built on service, integrity, and long-term career development.

Drive customer retention and growth by securing renewals and identifying expansion opportunities. Build trusted relationships with stakeholders to enhance advocacy and represent customer feedback to internal teams for product development.