Customer Service Representative Job at AO Innovate, San Jose, CA

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  • AO Innovate
  • San Jose, CA

Job Description

Position Overview :
AO Globe Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. We are looking for representatives to develop long-term relationships with clients and meet them where they are most comfortable: their homes via Zoom Virtual Calls

Key Responsibilities :
• Conduct Remote Client Consultations: Meet with clients (virtually) to understand their financial goals, assess their needs, and provide information about different solutions. This involves explaining policy features, coverage options, and premium costs.
• Provide Customer Service: Provide ongoing customer service to policyholders by addressing client inquiries, assisting with policy changes, and helping with claims processing.
• Foster Relationship Building: Build long-term relationships with clients by following up periodically to review their needs, update policies, and address any changes in their circumstances.
• Uphold Compliance and Documentation: Adhere to industry regulations and company policies by maintaining accurate and up-to-date documentation related to client interactions and transactions.

Qualifications :
• Strong computer skills and proficiency in using virtual communication tools.
• Ability to work well with others in a remote team environment, demonstrating excellent communication and interpersonal skills.
• Self-motivated and capable of working independently with minimal supervision.
• Prior experience in client support or a related field is preferred but not required.
• Commitment to delivering exceptional service and building positive client
Benefits:
• 100% Work from Home
• Paid weekly, based on a suggested schedule for success
• Health Insurance Reimbursement
• Bonuses structured contracts
• Retirement Plan
• Work from wherever – as long as you’ve got Wi-Fi, you’re good to go.
• Get the lowdown from our leadership pros, no matter where they’re based, and level up your skills.
• Competitive performance-based pay structure and tons of opportunities for growth and advancement within the company.
• Join a team that’s all about shaking things up, pushing boundaries, and making a difference.

Job Tags

Weekly pay, Full time, Work from home,

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