Remote Life Insurance Retention Specialist

Globe Life And Accident Insurance Company; United States; Remote; USD 25,000 - 30,000; Full time

Benefits offered by this job

Bilingual Spanish pay differential

Job summary

Globe Life And Accident Insurance Company is seeking a Customer Retention Representative to conserve business and support policyholders. This remote role involves handling inquiries, performing outbound retention calls, and guiding customers through coverage options.

Responsibilities include maintaining accurate records, meeting retention KPIs, and staying current on life insurance products. A bilingual Spanish differential is available; high school diploma or equivalent required.

Qualifications

• High school diploma or equivalent required.
• Basic Microsoft Office skills required.
• Minimum typing speed 30 wpm.
• Call center experience preferred.
• Excellent verbal and written communication skills.
• Knowledge of life/health insurance terminology preferred.
• Ability to work in fast-paced environment.

Responsibilities

• Answer questions regarding coverage, premium, and other policy information.
• Make outbound calls to retain, resell, and recover lapsed or delinquent policies.
• Record and maintain accurate policyholder information.
• Communicate clearly, adapting your style to each customer's needs.
• Follow up with customers to confirm understanding and satisfaction with proposed solutions.
• Maintain discretion and tact; extensive telephone contact required.
• Work independently and exercise sound judgment.
• Stay current on life insurance products, policy features, and company procedures.
• Meet or exceed contact center KPIs including call volume, retention rate, and first call resolution.

Skills

Verbal communication

Written communication

Call center experience

Typing speed 30 wpm

Fast-paced environment

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Globe Life And Accident Insurance Company is seeking a Customer Retention Representative to conserve business and support policyholders. This remote role involves handling inquiries, performing outbound retention calls, and guiding customers through coverage options.

Responsibilities include maintaining accurate records, meeting retention KPIs, and staying current on life insurance products. A bilingual Spanish differential is available; high school diploma or equivalent required.