Globe Life

Sales

• Make outbound calls to newly issued business to welcome them to the Globe Life Family, ensure their policy(s) are accurate, and assist with any additional information pertaining to their new policy.
• Maneuver within our CRM while speaking with recently approved customers to collect the first premium to activate their Life Insurance policy.
• Make outbound calls to internet-generated leads to warm up potential customers for our Sales Team.
• Be able to explain policy benefits.
• Complete necessary paperwork when needed.
• Assist with correspondence and error corrections for policy service.
• Execute special projects that encompass making numerous outbound calls for special projects/campaigns for our sister companies including AIL & LNL and recording activities requested by/from customers.

Outbound Sales Specialist

Account Executive

• Develop and execute comprehensive national worksite sales strategies aligned with corporate objectives and market opportunities.
• Lead, mentor, and develop a team of Agency Owners, Sales Managers and field sales personnel to achieve performance excellence.
• Drive revenue growth and profitability by meeting or exceeding regional sales targets, enrollment goals, and key performance indicators.
• Analyze market trends, competitive landscape, and worksite industry dynamics to identify growth opportunities and strategic initiatives.
• Establish and monitor performance metrics, sales forecasts, enrollment ratios, and operational dashboards to ensure accountability.
• Recruit, hire, and retain top worksite sales talent while creating a culture of high performance and continuous improvement.
• Implement sales training programs, enrollment best practices, and professional development opportunities.
• Ensure compliance with all regulatory requirements, ERISA guidelines, company policies, and ethical standards.
• Manage budget, resource allocation, and expense controls to optimize operational efficiency and ROI.
• Collaborate with cross-functional teams including Marketing, Underwriting and Operations to enhance employer and employee experience.
• Lead change management initiatives and drive adoption of new products, enrollment technologies, and digital solutions.
• Conduct regular field visits, enrollment observations, and performance reviews to provide coaching and support.
• Develop succession plans and talent pipelines to ensure organizational continuity and growth.
• Monitor persistency rates, retention metrics, and customer satisfaction to ensure long-term account success.

National Worksite Sales Executive

Customer Retention Specialist

• Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
• Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
• Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
• Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
• Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
• Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
• Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete.
• Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
• Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations.
• Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.

Bilingual Customer Retention Representative

Director

• Support assigned key accounts by responding to production, recruiting, and service requests, and coordinate solutions with internal partners to remove barriers to sales.
• Manage a portfolio of key accounts while providing direct production coaching and servicing support to first-year producers and key account managers.
• Maintain, update, and communicate key performance metrics by managing tracking tools and preparing reports for leadership.
• Calculate, audit, and inspect quarterly bonus and incentive amounts to ensure accuracy, accountability, and timely payout support.
• Partner with recruiting teams to transition newly appointed agents into early production by clarifying expectations, connecting agents to training resources, and monitoring activation progress.
• Facilitate agent onboarding by guiding agents through portal registration and related systems, and troubleshooting access, credential, and navigation issues.
• Train and coach agents, recruiters, and field leaders on sales and production fundamentals through one-on-one support, group sessions, webinars, and follow-up coaching.
• Plan, create, market, and deliver recurring training webinars and live seminars, including coaching team members on effective presentation skills, content flow, and audience engagement.
• Create marketing materials, promotional campaigns, sales support content, and promotional videos to support product launches, recruiting initiatives, and major field events.
• Speak and present at major company events (e.g., convention, recognition events, and other large meetings) to support training, motivation, and strategic initiatives.
• Work with lead vendors to define quality expectations, improve lead performance, negotiate terms, and identify alternative lead sources.
• Build, manage, and optimize automated drip campaigns and workflows for recruiting prospects and agents using approved CRM/marketing tools, including administration, troubleshooting, and process improvements.
• Write and deploy professional HTML email templates and communications to improve message quality, branding consistency, and campaign performance.
• Drive attendance and engagement for training webinars and seminars through coordinated marketing outreach, invitations, reminders, and follow-up campaigns.
• Serve as a liaison between the field and home office partners to escalate and resolve agent-impacting issues while building strong cross-functional relationships.
• Support product launches and field rollouts by developing communication pieces, training content, and implementation support for agents and leaders.
• Document common issues, solutions, and process improvements, and share updates with stakeholders to reduce repeat problems and improve the agent experience.
• Demonstrate the business impact and ROI of recruiting efforts by tracking outcomes and communicating how recruiting activity contributes to production and team performance.
• Perform administrative and coordination duties required to operate the function effectively.

Senior Director, Onboarding

• Answer questions regarding coverage, premium, and other policy information.
• Compose business letters, communicating effectively through written and verbal communication.
• Work independently and making judgment decisions is required.
• Make outbound calls to existing policyholders to collect delinquent premium payments.
• Resell the benefits of our policies and provide excellent customer service.
• Record policyholder information for reporting and transactional purposes.
• Extensive telephone contact and appropriate telephone skills are required.
• Maintain discretion and tact when providing service to customers.
• Additional production incentive pays after the training period.
• Bilingual (Spanish) hourly pay differential.

Part-Time Customer Retention Representative – PM Shift

• Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
• Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
• Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
• Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
• Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
• Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
• Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete.
• Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
• Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.

Customer Retention Representative

• Sell insurance products to new and existing customers.
• Handle inbound calls and make follow-up calls.
• Responsible for closing business and generating revenue for the company.
• Close new accounts by interacting with customers primarily via telephone or email.

Inbound Sales Agent

IT Support

• Assist in development of IT audit plan and audit strategy.
• Lead and perform pre and post reviews of system implementations and/or enhancements.
• Provide consultation on risk management and effective controls development.
• Define, execute, and manage complex IT audits to ensure completion of the annual audit plan.
• Obtain, analyze, and appraise internal system controls for adequacy, effectiveness, and efficiency, while evaluating compliance with established policies, procedures, and plans.
• Manage completion of the company's Sarbanes-Oxley compliance review.
• Report engagement observations to IA management with constructive recommendations for improving operations and controls, promoting growth, reducing costs, and ensuring compliance with applicable laws and regulations.
• Consistently communicate (both verbal and written) any potential audit issues to all levels of the audit area in a timely manner.
• Perform special reviews and audits at the request of management.
• Identify risks within a process/functional area and recommend controls to mitigate risks.
• Supervise and coach senior and staff auditors.
• Coach and develop people by sharing knowledge and helping team members attain experiences that cultivate technical competencies.
• Manage direct reports.

Senior Manager, IT Audit

Content Creator

• Strategize and develop effective social media campaigns for internal and external initiatives, including sponsored posts under direct management supervision.
• Serve as a visual culture ambassador to foster engagement.
• Assist social media teams in creating engaging social media content.
• Support the design of graphics and video based on brand, copy, purpose, and other needs.
• Execute brand standards for multiple brands under direct supervision of the social media manager.
• Execute both graphic and video design work.
• Identify deliverables within asset management resources to help ensure deadlines are met.
• Attend company events and provide social media support as needed (travel required, both domestic and international).
• Stay current on the latest content requirements and trends in social media.