GlobeLife

Sales

• 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

Customer Retention Specialist

• 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

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

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

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

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.

Graphic Designer II

Accountant

• Independently prepare and review federal and state income tax compliance for subsidiary corporations, including quarterly and year-end federal income tax provisions.
• Lead research and analysis of complex federal and state tax issues, evaluating diverse factors and devising solutions based on limited information and precedent.
• Develop, analyze, and document sophisticated tax planning strategies and compliance solutions, adapting existing approaches to resolve issues in creative ways.
• Manage and resolve issues raised during Internal Revenue Service examinations and various state examinations with wide latitude for independent judgment.
• Serve as subject matter expert and advisor to financial reporting personnel and other departments on complex tax matters.
• Mentor and provide guidance to junior tax staff on difficult technical matters.
• Build and enhance relationships with senior internal and external partners, adapting communication style to differing audiences.
• Lead special projects and initiatives requiring sophisticated analytical and problem-solving techniques.
• Maintain current knowledge of tax law changes and industry best practices through continuing professional education.

Staff Tax Accountant

Vice President

• Implement and maintain uniform processes, frameworks, and performance measures across underwriting, new business, and sales administration.
• Partner with business leaders to define forward-looking administrative models for Underwriting, New Business, and Sales Administration with 1-, 3- and 5-year horizons.
• Provide advisory input and help drive adoption of changes.
• Collaborate with technology, operations, and business leaders to align processes across mainframe systems, enterprise applications, and integration points.
• Apply Lean, Six Sigma, and related methodologies to drive measurable cost, quality, and efficiency improvements.
• Identify and prioritize opportunities for applying RPA, AI, and related tools to optimize processes in acquisition and sales administration.
• Facilitate alignment across departments, eliminate silos, and introduce enterprise best practices that improve speed, quality, and cost efficiency.
• Establish and mature project identification, tracking, cost/benefit analysis, and postmortem reviews.
• Define KPIs, establish dashboards, and partner with IT to build reporting capabilities that support data-driven decision making.
• Directly manage 2–3 business analysts, setting priorities, mentoring, and ensuring quality deliverables.
• Develop business cases and cost/benefit analyses for transformational projects. Manage approved project budgets, ranging from hundreds of thousands to several million dollars, ensuring implementation within financial and operational targets.

SVP, Operational Strategy – Process Transformation

• Provide excellent customer service by explaining policy coverage and claim status and assisting 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.

Financial Planning and Analysis

• Lead monthly and quarterly investment accounting close processes, including preparing complex journal entries for valuations, income accruals, and realized/unrealized gains and losses.
• Prepare and review quarterly and annual statutory statements, annual audited statutory reports, subsidiary board reports, risk-based capital and other supplemental reports, and annual investment surveys.
• Review and maintain investment data required for GAAP and statutory accounting and reporting.
• Review statutory disclosures prepared by Investment accounting specialists, and audited statutory financials for accuracy, consistency and completeness.
• Prepare and review critical Statutory Filing schedules (e.g., Schedule BA, Schedule D, Investment Income Exhibits) and provide footnote disclosures for year-end audited financial statements.
• Ensure accounting policies are documented and compliant with US GAAP and insurance statutory reporting requirements.
• Prepare annual investment surveys from Rating Agencies and Regulators.
• Ensure compliance of portfolio holdings with relevant investment limitations and requirements.
• Create reports for boards and regulators that monitor investment exposures versus guidelines.
• Perform daily and monthly reconciliations of security positions, market values, and cost values between internal general ledgers and third-party custodian records or investment managers.
• Perform periodic system data reviews to ensure accuracy and completeness.
• Account for and analyze specialized investments such as Limited Partnerships (LPs), Commercial and Residential Mortgage Loans, and Asset Backed Securities, applying appropriate accounting methods.
• Implement accounting and reporting for new asset classes, such as Residential Mortgage Loans.
• Prepare ad-hoc investment reporting for senior management and other internal and external stakeholders.
• Identify opportunities to leverage automation and data analytics to streamline workflows, enhance reporting accuracy, and reduce manual tasks.
• Work with IT to automate existing manual spreadsheets using database environment.
• Evaluate investment accounting processes, identifying opportunities for improvement in efficiencies/effectiveness, and assist the department in the implementation of these improvements.
• Support internal and external audits by providing documentation and responding to technical queries.
• Maintain controls in compliance with Sarbanes-Oxley (SOX) and other internal controls.
• Perform periodic reviews of the internal control environment (SOX), critically evaluating existing controls to determine which remain necessary and which can be streamlined or eliminated to improve operational efficiency without increasing risk.
• Conduct technical research on complex accounting issues and document conclusions in formal policy memos.
• Research, interpret, document and implement new accounting releases.
• Coordinate the implementation of new accounting standards.
• Research GAAP and statutory accounting guidance associated with new investment strategies and monitor changes to accounting rules and policies, assessing potential impacts to Globe Life and its subsidiaries.

Senior Investment Reporting Accountant – Hybrid

• Facilitate the closing and settlement of private placements and mortgages.
• Manage Limited Partnership (LP) documentation and execution of subscription agreements.
• Perform mandatory wire callbacks to verify payment instructions and prevent fraudulent activity.
• Maintain Documentation for financial compliance: W9s, QIB forms, AML, KYC.
• Handle department-wide procurement of supplies and services; manage monthly expense reporting and reconciliation for the investment team.
• Organize internal and external meetings, including room prep, agenda distribution, and catering.
• Serve as the first point of contact for guests and manage visitor check-in.
• Proactively manage complex calendars for senior leadership, including booking domestic and international travel and high-profile conferences.
• Assist with ad-hoc operational audits or administrative tasks as required by the Operations Manager.

Investment Operations Assistant

• 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.