FreshRemote.Work

CSR Agent Training Provided

United States - Remote

Empower Families, Secure Futures – Join AO South as a CSR / Agent

AO South is excited to offer a unique opportunity for motivated individuals to join our team! This full-time, fully remote position provides the flexibility to work from home while helping individuals and families achieve financial security through personalized insurance solutions. At AO South, we are committed to providing top-tier services and fostering a client-centric approach to ensure our clients receive the protection they deserve.

If you're passionate about making a positive impact and guiding clients through important financial decisions, this role is an excellent fit. You’ll have the opportunity to build meaningful relationships and offer customized insurance products that help clients secure their futures with confidence.

Key Responsibilities:

  • Client Consultations: Conduct virtual meetings with clients to understand their financial goals and insurance needs, providing clear and tailored solutions.
  • Product Explanation: Effectively explain policy features, coverage options, and premium details, ensuring clients fully understand their options.
  • Ongoing Customer Service: Support policyholders with inquiries, assist with policy changes, and guide them through the claims process.
  • Relationship Building: Maintain long-term relationships with clients by conducting periodic reviews of their coverage needs and adjusting policies as circumstances change.
  • Compliance & Documentation: Ensure all client interactions and transactions are accurately documented and meet industry regulations and company policies.

Qualifications:

  • A genuine passion for helping individuals and families secure their futures through life insurance.
  • Strong verbal and written communication skills to explain complex insurance concepts and build client rapport.
  • Empathy and sensitivity when addressing clients’ unique circumstances and financial needs.
  • High attention to detail for accurate completion of client documentation and paperwork.
  • Previous experience in sales or customer service is preferred but not required; insurance industry experience is a plus.
  • Proficiency in computers, internet-based applications, and digital communication tools for remote work.
  • Ability to work independently, manage time effectively, and maintain regular attendance in a remote work setting.
  • A quiet, dedicated home office or work space is required to ensure productivity.

What AO South Offers:

  • 100% Remote Work: Enjoy the flexibility of working from home while making a real difference in the lives of clients.
  • Comprehensive Training: Full training is provided to ensure you’re equipped to succeed in your role, even if you’re new to the insurance industry.
  • Competitive Compensation: Uncapped earning potential with a competitive commission structure, plus performance-based bonuses.
  • Health Insurance Reimbursement: Receive support for your health insurance needs.
  • Retirement Plan: Access to a retirement savings plan to help secure your financial future.
  • Flexible Schedule: After training, enjoy a flexible work schedule to support work-life balance.
  • Growth Opportunities: Advance your career in a supportive, growth-oriented company.

Join Our Mission:
At AO South, we are dedicated to protecting families and empowering individuals through tailored financial solutions. If you are ready to make a meaningful impact while working in a flexible and supportive environment, apply today and become part of our team.

Please Note:
We are currently hiring U.S. residents only, who are legally authorized to work in the United States.

AO South is an Equal Opportunity Employer.

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