GlobeLife

Customer Retention Specialist

• Data entry work and indexing using a computer and appropriate software.
• Enter, update, research, verify and/or retrieve data within various systems.
• Operate postage, FedEx and UPS machines.
• Sort 1st class and presort mail and apply proper postage.
• Fill and put away department orders.
• Order labels for mailboxes and make necessary address changes.
• Pick up and drop off daily mail from Post Office and AIMS.
• Deliver bank deposits as necessary.
• Make regular, scheduled inter-office mail pickups/deliveries and distribute mail accordingly.
• Other miscellaneous duties as assigned.

Senior Retention Specialist

Financial Planning and Analysis

• Accurately forecast and report financial results on a monthly, quarterly, and annual basis utilizing performance management software.
• Provide analysis and insight of current or forecasted results and the go-forward impact on the business and financials.
• Provide comprehensive variance analysis, including performance to budget/forecast, identification of gaps, trends, and opportunities within the company, and provide recommendations for possible course corrections necessary to functional department heads and executive leadership.
• Support the design and optimization of Adaptive’s planning modules, workflow, and dashboard capabilities to engage planners, reviewers, and executive approvers at the right time and in a meaningful way.
• Partner with the sales organization and business functions to provide key financial reporting, analytical decision support, recommendations and action plans that drive more efficient and profitable results.
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
• Develop mock-ups quickly and iteratively for management presentations, reports, and dashboards.
• Establish and facilitate the company’s annual planning cycle, which includes developing the calendar, coordinating deliverables, creating checklists, communicating expectations, and supporting system readiness.
• Identify, recommend, and lead change management efforts through collaboration with business partners and other areas within the office of the CFO to improve reporting accuracy, eliminate inefficiencies, reduce workloads, and eliminate redundancies.
• Evaluate current financial planning processes and tools and lead potential implementation or refinement of new financial planning and reporting software applications.
• Serve as an active member of project/initiative teams – effectively challenging assumptions and offering financial perspective to drive outcomes.
• Willingness to work, at times and as needed, long hours during the week and on weekends to meet quarterly reporting requirements.

Senior Financial Analyst

Communications

• Act as liaison between the Corporate Communications team and internal stakeholders to coordinate, develop, and execute communications strategy to achieve goals.
• Manage content for assigned Marketing channels, suggesting strategic changes and areas for improvement.
• Maintain and update detailed content schedule (weekly, monthly, and yearly) for stakeholders and coordinate with the Corporate Communications team.
• Collaborate with other Marketing Department team members and management to align messaging and communication goals.
• Implement feedback and apply as needed to future assignments.
• Manage, research, and develop campaigns to align with best practices.
• Adhere to and enforce the style guide and brand guidelines to ensure materials are consistent, accurate, and timely.
• Contribute to and/or oversee special projects as assigned.

Corporate Communications Specialist

Sales

• Develop relationships with local, regional, and national brokers to generate new business revenue, as well as protect and grow existing business.
• Travel 50%+ of the time.
• Proactively foster positive relationships with clients in order to achieve a mutual understanding of and develop creative solutions to meet customer needs.
• Build Globe Life Group Benefits brand awareness and provide product expertise and service support for the broker community.
• Manage the entire sales process through cold calling, appointment setting, RFP responses, product training, and attending industry events.
• Meet annual new business development targets and deliver upon renewal targets.
• Develop a marketing plan for the territory, in conjunction with senior management, outlining expectations for the territories sales plan and for relationship building with broker and key distribution partners.
• Work with management to develop sales channels specific to the supplemental health market.
• Participate in conferences, webinars and events that promote Globe Life Benefits key products in its target markets.
• Comply with all company, regulatory and legal requirements.

West Regional Sales Director

Data Entry

• Perform various duties with a high degree of accuracy.
• Responsible for diverse assignments varying in work required at workstations in any area of the department and based on department need.
• Data entry work and indexing using a computer and appropriate software; entering, updating, researching, verifying and/or retrieving data into/from various systems, i.e., Mainframe, Virtual Printer, On Demand, etc.
• Sorting of claims documents ensuring the accuracy and confidentiality of information recorded.
• Enter data via PC into on-line claims system for processing of payment or generate appropriate correspondence, as well as input date for medical records to be requested.
• Other duties as required by the department.

Data Entry Claims Representative

Full-stack Engineer

• Coordinate with clients and other I.T. personnel in analyzing system requests, developing specifications for new system development projects or for maintenance to existing mainframe-based applications.
• Adhere to System Development Life Cycle standards, including preparation of project-related documents as requested by the Project Manager.
• Make design changes to programs, either alone or in concert with other programmers.
• Prepare unit and integration test plans for program changes, and in cooperation with clients and other I.T. personnel, perform the testing.
• Conduct thorough problem analysis regarding technical system and application programs; documents findings and proposes problem resolution alternatives.
• Some on-call responsibilities to support production as needed.
• Communicate effectively with technical and non-technical audiences.
• Communicate project progress and issues as needed.
• Prepare user and operational documentation for programming work performed.
• Serve as a Project Lead for smaller or less complex projects.
• Serve as a mentor for less experienced engineers as needed.
• Serve as a ‘go-to’ resource for complex questions.
• Be a participatory team member, share knowledge, assist with projects as needed and suggest improvements for the system development process.
• Minimal travel required on an as needed basis.

Senior Mainframe Software Engineer

• Understand, utilize, and manage online platform logistics and communications with the Sales Academy Coordinator.
• Conduct Sales Academy virtual training sessions to deliver the standard of excellence as defined by the business.
• Provide communication and support to new agents before, during, and after Sales Academy training.
• Manage, execute, and communicate peripheral and complimentary training programs and platforms.
• Implement sales training programs, measure effectiveness, and evaluate against objectives with improvement suggestions.
• Effectively and positively interact with team members and motivate them to succeed.
• Communicate effectively with appropriate parties on product/training/technology launches and campaigns.
• Ensure sales professionals are educated to perform at high levels and increase customer satisfaction.
• Attend sales meetings or company events as required.
• Train and educate sales professionals on Family Heritage Division success systems, sales processes, products, and underwriting guidelines and approved best practices.
• Ensure adherence to FHD procedures and rules regarding policy sales and renewals in accordance with quality requirements, compliance standards, regulatory guidelines, and contractual obligations.
• Review training and development content for alignment with corporate strategy and current field activities.
• Engage in occasional field deployment to support at the local agency level.
• Collaborate on resource updates and enhancements as needed.

National Sales Trainer

• 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

Compliance

• Coordinate with internal departments including Regulatory, Data & Analytics, Internal Audit, Claims, Accounting, and Actuary, as well as external vendors and legal counsel.
• Develop and maintain proficiency with Company databases across multiple subsidiaries, SQL policy searches within the Unclaimed Property Database, including state-mandated Lost Policy Searches.
• Assess and analyze match files returned from third party vendor.
• Continuously monitor policies to determine whether there has been a change in the policy status.
• Perform mandatory outreach on policy matches, monitor to determine if new outreach addresses should be obtained.
• Coordinate with Unclaimed Property Accounting to ensure properties are escheated per the statutory requirements.
• Work with Audit Firms to gather and provide required policy information for specified audit period.
• Monitor, track and adhere to all state-mandated search and reporting deadlines.
• Manage full-time employees and contractors.
• Collaborate with Data & Analytics Department to develop automated processes and reduce manual processes.

Manager, Unclaimed Property Compliance

Actuary

• Support of Enterprise Strategy, including financial analytics, industry insights & economics, trend analytics, detailed claim review, and market analytics/competitive intelligence.
• Develop pricing assumptions used to produce premium rates for existing and new products through experience studies, including claims costs, persistency, lapses, and morbidity.
• Calculate appropriate premium levels and rating structures for new and existing insurance products.
• Provide rate increase recommendations, prepare exhibits, and draft objection responses in support of rate filing activities.
• Document analytical, rate filing, and formal actuarial reporting for internal and external business partners, including sales/underwriting, valuation, marketing, and state/federal agencies.
• Oversee data collection, cleaning/validation, development of data architecture, and maintenance of the health actuarial data warehouse.
• Create and update analytical frameworks designed to assess the financial risk of insurance products.
• Work primarily independently on straightforward tasks, and under supervision for larger, moderately complex projects.
• Support project deliverable execution with direction and review from a more senior actuary.
• Identify and recommend enhancements to systems or products to solve problems and improve Actuarial Team effectiveness.
• Maintain a strong focus on continuous self-development.

Actuarial Assistant

Data Analyst

• Create and maintain standard reports, basic dashboards, and ad-hoc analyses as requested.
• Assist with data extraction, cleaning, validation, and organizing existing reporting.
• Support larger analytics projects under guidance and contribute visual components or slides for reporting.
• Use cloud-based data platforms and datasets according to governance standards, following documented processes and naming conventions.
• Document queries, logic, outputs, business requirements, and expected outcomes.
• Listen to stakeholder questions, gather and analyze business needs, and translate them into technical or functional specifications.
• Understand business processes, terminology, and key metrics needed in projects and analytics.
• Act as a liaison between business units and technical partners, relaying business needs to senior analysts and IT teams to ensure project goals are understood and met.
• Summarize findings in short written or verbal narratives.
• Descriptive analytics.
• Basic diagnostic exploration.
• Identify simple trends/anomalies.
• Research data and trend changes and identify the why behind them.
• Contribute to multiple projects simultaneously under guidance.
• Support assigned tasks within larger team initiatives.
• Build competency in workload organization and progress monitoring.
• Support requirements gathering.
• Work with senior analysts to clarify metric definitions and business rules.
• Perform validation checks to ensure reporting and visuals are accurate.
• Escalate data quality issues to appropriate resources.
• Communicate project updates and questions to senior team members.
• Communicate findings to analytics teammates.
• Build expertise in storytelling with data for non-technical stakeholders.

Data Analyst I

Customer Support

• Provide excellent customer service by explaining policy coverage and claim status.
• Assist with claim payments or other policy information to policyholders and/or interested third parties.
• Heavy phone contact with policyholders, providers, and interested third parties.
• Process policyholder requests from correspondence, phone calls, and emails.
• Review and maintain new and revised procedures regarding policy information.
• Maintain department standards for the number of calls, average handle, and time management.

Customer Service Representative

Graphics Designer

• Design and produce marketing and communication materials across print and digital platforms.
• Develop visual solutions that support project goals, messaging, and brand standards.
• Apply established brand systems to ensure consistency across complex deliverables.
• Execute design projects with limited direction while maintaining alignment with creative direction.
• Manage assigned work through the project management system to meet deadlines and quality expectations.
• Prepare final design files for delivery across channels and formats.
• Collaborate with designers, writers, and marketing partners to refine creative work and resolve design challenges.
• Contribute ideas during concept development and project planning.

Senior Retention Specialist

Senior Financial Analyst

Corporate Communications Specialist

West Regional Sales Director

Data Entry Claims Representative

Senior Mainframe Software Engineer

National Sales Trainer

Part-Time Customer Retention Representative – PM Shift

Manager, Unclaimed Property Compliance

Senior Mainframe Software Engineer

Actuarial Assistant

Data Analyst I

Customer Service Representative

Corporate Communications Specialist

Graphic Designer II