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Globe Life

Life insurance provider with nationwide agents

Customer Retention Representative - Remote

Customer SupportUpdated on Nov 12
Full-timeRemote in USANo salary listed

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • Basic Microsoft Office skills, including Word, Excel, and Outlook, are required.
  • A minimum typing speed of 30 words per minute is required.
  • Excellent verbal and written communication skills are required.
  • Ability to solve complex policyholder issues with a positive attitude is required.
  • Ability to work in a fast-paced environment and under pressure is required.
  • Reliable and predictable attendance for the assigned shift is required.
  • Ability to work full time and/or part time based on the position specifications is required.

Responsibilities

  • Handle incoming calls from policyholders requesting policy cancellations, understand their concerns, and 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.
  • Build relationships by listening to policyholder concerns, asking clarifying questions, and explaining policy options and solutions in clear language.
  • Maintain accurate records of 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 to individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure information is accurate and complete.
  • Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
  • Meet or exceed contact center key performance indicators, including call volume targets, retention rate goals, first-call resolution, adherence, call quality, and attendance expectations.
  • Manage daily quotas for inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.

Desired Qualifications

  • Experience in a call center environment is preferred.
  • Some insurance and/or sales experience is preferred.
  • Knowledge of life and/or health insurance terminology is preferred.

About the Company

Globe Life

Life insurance provider with nationwide agents

Globe Life provides life insurance products through its agency divisions and serves as the official life insurer for major sports franchises. Its business model centers on selling individual life insurance policies via local agency offices across the United States, Canada, and New Zealand, supported by a network of agents who help customers choose plans, pay premiums, and designate beneficiaries. The company differentiates itself with a long history of more than 120 years, a nationwide (and international) agency presence, and strong community and team culture, including involvement at events and charitable activities. Globe Life’s goal is to protect millions of people by offering reliable life insurance options while also providing meaningful career opportunities, professional growth, and a stable, values-driven workplace.

Company size
5,001-10,000
Company stage
IPO
Headquarters
McKinney, TX
Founded
1951

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