Life Protect 24/7

Collections

• Make and receive calls from diverse customers who need to update their service or account for our product
• Handle outbound and inbound calls from our client base in a respectful and professional manner
• Listen patiently, engage with the customer, show empathy, build rapport, obtain a form of payment & offer solutions
• Review each customer's situation to determine the best approach to ship the customer's product
• Increase account retention, and address product questions and customer concerns
• Handle customer complaints
• Identify & report escalated issues and complaints to management
• Process sales & cancellations
• Offer savings opportunities and switch the form of payment when applicable
• Have a good understanding of assigned goals and objectives
• Perform other duties as assigned by management

Collections Agent

Customer Retention Specialist

• Provide inbound sales support to customers
• Educate existing customers about the importance of keeping products
• Build rapport and establish relationships with customers
• Listen to customer needs and provide solutions
• Participate in training programs to develop sales skills
• Meet performance goals and objectives

Customer Retention Agent

People Operations

• Track and maintain PTO and attendance records for advisors
• Monitor attendance and adherence, including online time vs. clocked-in time
• Support ADA/FMLA time tracking and reporting
• Review and track Teleforce status time (meeting, break, break adherence, wrap time, etc.) and flag potential misuse
• Assist with attendance bonus tracking
• Utilize reporting tools (e.g., Looker, Teleforce) to pull and maintain time and attendance data
• Ensure accuracy across timekeeping, attendance, and workforce systems
• Support audits, documentation, and compliance with attendance policies

People Operations – Time and Attendance

Sales

• Learn and understand the Medicare landscape through company-provided training and ongoing development
• Effectively communicate with clients to understand their healthcare needs and recommend suitable plans
• Maintain compliance with all CMS and company regulations
• Utilize CRM tools and internal systems to manage leads and client information
• Demonstrate a high level of professionalism, integrity, and customer care
• Collaborate with team members and leadership to meet and exceed sales goals

Medicare Sales Agent

• Manage Attendance Rosters and Spreadsheets
• Manage Employee Time Entries
• Process PTO Requests
• Assist Department Managers As Needed
• Collect and Track Team Spiff and Incentives
• Monitor Department Chat
• Process Advisor Setup
• Process Advisor Separations
• Equipment Management / Request
• End of Shift Reporting

Sales Administrator

• Lead, coach, and mentor a team of Medicare sales agents
• Drive individual and team sales performance to meet or exceed goals
• Monitor sales activity, performance metrics, and pipeline management
• Ensure adherence to Medicare compliance and CMS guidelines
• Assist with agent onboarding, training, and ongoing development
• Collaborate with leadership on sales strategies and growth initiatives
• Conduct regular performance reviews and provide constructive feedback

Medicare Sales Manager

Human Resources

• Monitor the flow of traffic within the office and manage and direct incoming calls on a multi-line phone system to recruiters and appropriate individuals within the organization.
• Perform office reception duties including greeting visitors and current employees.
• Assist existing employees with basic HR concerns/needs.
• Assist the HR team with the onboarding experience of new employees across the organization.
• Process and organize applicant information.
• Organize new hire information and pertinent tasks related to onboarding.
• Organize and distribute Life Protect 247 merchandise.