Globe Life- American Income Life division- The Weatherspoon Agency- TS

Human Resources

• Meet virtually with clients through Zoom
• Review available benefit programs and coverage options
• Assist clients with enrollment when appropriate
• Maintain professional communication and follow-up
• Participate in virtual training and mentorship

Client Benefits Specialist

General

• Connect with clients virtually and answer questions
• Review available coverage options
• Assist families through the enrollment process when appropriate
• Work within company-supported scheduling and lead generation systems for consistent appointment opportunities

Benefits Representative

• Meet with clients virtually through Zoom
• Explain available options regarding union and association benefits
• Assist families with coverage enrollment when appropriate

Benefits Specialist

• Meet with clients virtually through Zoom
• Review available options for union and association benefits
• Help families enroll in coverage when appropriate
• Simplify and provide guidance through the onboarding process with virtual mentorship and structured onboarding
• Work within company-supported lead programs and structured appointment systems

• Work with members and families to explain union and association benefits
• Meet clients virtually through Zoom
• Assist families with coverage enrollment
• Build within a structured remote sales environment

• Work with members and families to provide information regarding available union and association benefits
• Meet with clients virtually through Zoom to explain options
• Assist families with coverage enrollment when appropriate

• Work with members and families to explain available options regarding union and association benefits
• Assist families with coverage enrollment when appropriate
• Meet with clients virtually through Zoom

• Work with members and families regarding available union and association benefits
• Meet with clients virtually through Zoom
• Explain available options to clients
• Assist families with coverage enrollment when appropriate

• Meet with members who request information
• Educate families on life and supplemental benefits
• Guide clients through the enrollment process
• Maintain compliance and ongoing client support

• Work with members and families who request information regarding available union and association benefits
• Meet with clients virtually through Zoom, explain available options, and assist families with coverage enrollment when appropriate

Benefits Specialist – Licensed Candidates

• Meet with clients virtually through Zoom
• Review requested benefit information
• Explain available coverage options
• Assist clients with enrollment when appropriate
• Maintain professional communication and follow-up
• Participate in ongoing virtual training and mentorship

Client Benefits Specialist

Benefits Representative

Benefits Specialist

Benefits Representative

Benefits Specialist

Benefits Specialist

Benefits Specialist

Benefits Specialist

Benefits Specialist

Benefits Specialist – Licensed Candidates

Benefits Representative – Training Provided