• Taking inbound calls from clients • Manage and maintain incoming client and applicant requests • Work closely with internal teams to ensure client needs and external service levels are met • Leverage and navigate web-based applications and tools for managing client accounts • Ordering reports and services for clients within established service level norms • Manage positive relationships with clients to ensure customer retention • Handle and resolve client support calls and/or emails for first contact resolution • Provide excellent customer service to clients • Ensure periodic updates are provided to the client • Meet set expectations for call center metrics and client turnaround times • Apply appropriate scripts and templates as required by management

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 Requirements - 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. Apply Today 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.

• Review underwriting instructions and prepare policy documents accurately according to established guidelines • Validate coverage details, limits, and premium data against source systems for accuracy prior to issuance • Process endorsements, renewals, and cancellations in alignment with compliance and company standards • Collaborate with onshore teams to resolve discrepancies and fulfill document requests in a timely manner • Maintain and update policy records in core processing systems to ensure data integrity • Adhere to service level agreements (SLAs) and turnaround times for policy issuance and related workflows • Support continuous improvement initiatives by identifying process gaps or inefficiencies • Ensure compliance with regulatory requirements and internal audit controls for all policy documentation

• Handling escalated member concerns while also providing Help Desk support • Researching, responding, and providing a resolution to member inquiries • Provide support for the customer service team through the manning and operation of the Help Desk • Serving as a resource and assisting the team of Customer Service Representatives with questions related to escalated or technical issues • Partnering with the Customer Service Manager to identify training opportunities • Identifying trends in escalations and preparing data used to identify root cause analysis