Client Onboarding Specialist
Company: AO Globe Life
Location: Remote
Type: Full-time
AO Globe Life is seeking a highly organized Client Onboarding Specialist to help ensure new policyholders have a smooth, professional experience. This role is ideal for those who love client service, documentation, and ensuring nothing falls through the cracks.
Responsibilities Include:
Scheduling and leading onboarding calls
Collecting client documents and verifying information
Coordinating with team members and tracking onboarding tasks
Ensuring all new clients are set up correctly in the system
Perks of the Job:
Remote work with a supportive team
Strong training and support
Stable schedule with room for growth
Company-paid benefits after 90 days
Preferred Qualifications:
Detail-oriented and tech-savvy
Strong time management and follow-up
Experience with CRM or onboarding software a plus
If you thrive in a fast-paced, client-focused role—this is for you.