CSR Benefits Agent

AO Globe Life is seeking a CSR Benefits Agent to join their team in Charlotte, Mecklenburg County. This fully remote position involves guiding clients through supplemental benefit options via virtual consultations, offering flexibility and structured career growth.

Key Responsibilities

• Conduct virtual consultations with clients using Zoom or similar platforms.
• Explain supplemental benefit plans, answer questions, and help clients make informed decisions.
• Document client interactions accurately in the CRM system.
• Maintain up‑to‑date knowledge of product offerings and industry regulations.
• Collaborate with internal teams to ensure seamless client onboarding.

Qualifications & Requirements

• High school diploma or equivalent; Bachelor’s degree preferred.
• Excellent verbal and written communication skills.
• Strong customer‑service orientation and ability to build trust remotely.
• Proficiency with Zoom, Microsoft Office, and CRM software.
• Self‑motivated, organized, and able to manage a virtual schedule.

Compensation & Benefits

Base salary: $82,825.68 per year. AO Globe Life offers a comprehensive benefits package, including health, dental, vision, 401(k) matching, and paid time off.

Why Join AO Globe Life?

• Fully remote role with flexible scheduling.
• Structured training and professional development pathways.
• Long‑term growth potential within a reputable insurance company.

How to Apply

Submit your resume and a brief cover letter outlining your relevant experience through the online application portal. AO Globe Life reviews applications on a rolling basis.

Frequently Asked Questions

Is this position truly remote?

Yes, the CSR Benefits Agent role is fully remote, allowing you to work from anywhere while serving clients in the Charlotte area.

What is the annual salary for this role?

The position offers a fixed annual salary of $82,825.68.

Do I need prior insurance experience?

Prior insurance experience is helpful but not required; strong communication skills and a customer‑service mindset are essential.