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Part-Time Customer Retention Representative – PM Shift
GlobeLifePart-Time Customer Retention Representative engaging with policyholders for insurance retention at American Income Life. Working evening shifts to build relationships and provide solutions for lapsed policies.
About the role
Key responsibilities & impact- Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
- Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
- Assess individual policyholder situations and recommend appropriate coverage adjustments.
- 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.
- Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
- Stay current on life insurance products, policy features, and company procedures to provide accurate information.
- 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.
- 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 calls and outbound lapse recovery contacts while maintaining quality standards.
Requirements
What you’ll need- High school diploma or equivalent.
- Basic Microsoft Office Skills, including Word, Excel, and Outlook.
- Minimum Typing speed of 30 wpm.
- Experience in a call center environment preferred.
- Some insurance and/or sales experience preferred.
- Excellent verbal and written communication skills.
- Ability to solve complex policyholder issues with a positive attitude.
- Ability to work in a fast-paced environment and work well under pressure.
- Knowledge of life and/or health insurance terminology preferred.
Benefits
Comp & perks- Competitive compensation designed to reflect your expertise and contribution.
- Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including a pension plan.
- Paid holidays and time off to support a healthy work-life balance.
- Parental leave to help our employees welcome their new additions.
- Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
- Company-paid counseling for assistance with mental health, stress management, and work-life balance.
- Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
- Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Microsoft OfficeWordExcelOutlooktyping speed 30 wpminsurance experiencesales experience
Soft Skills
verbal communicationwritten communicationproblem-solvingpositive attitudeadaptabilityactive listeningempathycalmness under pressure
Certifications
high school diploma