Role Description You’ve got the degree—now it’s time to actually use it. AO Globe Life is hiring individuals who want to build real-world experience in communication, client support, and professional growth—all in a fully remote environment. In this role, you’ll connect with individuals who have requested information about available benefits. You’ll guide conversations, answer questions, and help create a smooth, positive experience from start to finish. No cold calling. No chasing leads. Just real conversations that build real skills. What You’ll Be Doing - Meet with clients virtually using Zoom - Walk individuals and families through available programs - Answer questions and provide clear, professional guidance - Support clients through the process and follow-up communication - Maintain simple digital records and documentation - Participate in training and skill development sessions Qualifications - Must be authorized to work in the United States - Laptop or computer with camera + reliable internet - Strong communication skills - Comfortable in virtual conversations - Coachable, motivated, and ready to grow Requirements - 100% remote — work from anywhere in the U.S. - Flexible schedule - No experience required — full training provided - No cold calling or outbound prospecting - Clients have already requested to be contacted - Fast-track into leadership opportunities - Hands-on experience you can actually build a career on Benefits - 100% remote — work from anywhere in the U.S. - Flexible schedule - No experience required — full training provided - No cold calling or outbound prospecting - Clients have already requested to be contacted - Fast-track into leadership opportunities - Hands-on experience you can actually build a career on Company Description AO Globe Life has supported working families for over 70 years, partnering with unions, credit unions, and veteran associations nationwide. The company operates fully remotely and focuses on long-term development, service, and career growth.

• Serve as the primary point of contact for assigned clients, ensuring exceptional customer experience and timely issue resolution. • Conduct proactive client outreach in alignment with performance metrics to maintain strong engagement and satisfaction. • Deliver product demonstrations and training to enhance client understanding, utilization and overall value of licensed products. • Collaborate across departments (e.g., Sales, Support, Product, Finance) to ensure seamless communication and resolution of software performance issues. • Document and track all client interactions using Salesforce, Excel or prescribed methods, ensuring accuracy and visibility. • Maintain client renewal rates at or above company targets by driving client engagement and satisfaction. • Identify and address at-risk accounts, developing improvement plans to proactively mitigate churn. • Monitor account health and update client records to reflect accurate and real-time data. • Support client retention initiatives, ensuring clients receive maximum value from their investment. • Identify upsell and cross-sell opportunities within existing accounts and collaborate with sales representatives to drive expansion. • Engage in marketing-led client success initiatives, following up on leads and ensuring high customer satisfaction. • Respond to inbound client inquiries in accordance with performance standards, resolving issues effectively, and enhancing the client experience. • Facilitate successful account transitions post-sale/implementation by participating in kick-off calls and ensuring a smooth handoff. • Maintain compliance by ensuring all customer interactions adhere to industry regulations and company policies. • Perform additional responsibilities as assigned based on business needs.

• Own the CIQ Planning post-sales lifecycle end-to-end — from implementation through go-live, to ongoing adoption, expansion, and reference ability. • Work cross-functionally with Sales, Product, Professional Services, Support, and CX to define what 'great' Planning success looks like, build the methodology others will follow, and turn customer results into roadmap input and revenue impact. • Align with Professional Services to define and enforce clear implementation milestones and exit criteria.

• Work to execute a world-class customer experience using internal tools, templates, and processes • Create Success Plans for your customers, including touch points/milestones, cadences, contacts, business reviews, etc • Determine how to drive swift, high return on investment (ROI) value for our customers’ BeyondTrust purchases, and accelerate the adoption of our products • Manage escalated customer satisfaction issues as needed • Cross-collaborate with Sales, the Technical Account Management team, Renewals, and others to ensure BeyondTrust knows and understands our customers and their current state in using our products • Educate our customers about upcoming opportunities, training, and webinars. Ensure they are aware of upcoming campaigns, events, and forums, and the value it brings them with their current/future investment • Advocate for the customer – ensure they see relevant case studies, know about upcoming release details, and new products. Report internally on customer issues and feature requests, and ensure their product requests are considered • Examine health check findings and ensure actions are created, tracked, and closed promptly by the teams who own them, facilitating the resolution across the various teams who own the actions.