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Recovery Representative (Hybrid)
Atlantic Union Bank 4.3
Richmond, VA jobs
This position is responsible for increasing recovery revenue by communicating with borrowers and utilizing legal remedies to negotiate and to recover monies owed on charged-off accounts in an efficient and professional manner. This role requires customer servicing skills, strong attention to detail and accuracy, the ability to adapt well to change and some knowledge of the debt collection laws, regulations and compliance policies.
Position Accountabilities
Handle outbound or inbound telephone calls with the goal of gaining full payment recovery
Work within established guidelines on settlement offer requests and negotiating repayment plans
Document all recovery account activity in the collection system
Ensure other work related systems are updates
Prepare legal documents
Work closely with other departments, branches and vendors
Perform administrative duties as delegated
Work hours as scheduled including overtime and weekend hours when needed
Adhere to all applicable laws and regulations governing bank operations, including but not limited to compliance with Atlantic Union Bank's Policy and Procedures
Perform other departmental duties as assigned by management
Organizational Relationship
This position reports to the Recovery Manager
Position Qualifications
Education & Experience
Minimum of a high school diploma or equivalent
Excellent communication skills
Customer service focus
Ability to recommend and negotiate payment arrangements
Strong computer skills
Knowledge & Skills
Two years plus of collections, recovery, customer service or contact center work environment, or legal experience preferred
Knowledgeable of Fair Debt Collection Practices
High level of maturity and ability to deal in confidence with sensitive personal and financial information
Proficient computer skills relevant to Outlook, Word and Excel
Must be able to travel within Virginia
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-40k yearly est. 6d ago
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Customer Service Representative - Arlington - Arlington, OH
Wesbanco Bank Inc. 4.3
Arlington, OH jobs
Back Customer Service Representative - Arlington #12-8580 Arlington, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Arlington, OH.
Market Findlay Work Hours per Week 40 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Arlington, Ohio, United States
$30k-34k yearly est. 5d ago
Customer Service Representative Float - Boardman - Youngstown, OH
Wesbanco Bank Inc. 4.3
Columbiana, OH jobs
Back Customer Service Representative Float - Boardman #24-8526 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be in Boardman and floating to Newport Glen, Columbiana and Poland, OH Banking Centers. Market Youngstown Work Hours per Week 40 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Youngstown, Ohio, United StatesColumbiana, Ohio, United StatesPoland, Ohio, United States
$30k-34k yearly est. 4d ago
Insurance Customer Service Representative - Personal Lines
Farmers National Bank of Canfield 4.7
Cortland, OH jobs
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School or equivalent GED
Must have Property and Casualty License
Preferred minimum of one (1) Year experience working with insurance related.
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Life & Health License (preferred)
Skills
Customer Service (preferred)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$30k-34k yearly est. 5d ago
Customer Service Representative (Regional Remote)
Diamond Credit Union 3.6
Pottstown, PA jobs
Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists.
Supervisory Responsibilities:
No direct reports.
Essential Functions:
Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met.
Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties.
Requirements
Required Skills / Abilities:
Demonstrated dedication to positive, member-focused service.
Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner.
Good organizational skills and attention to detail.
Ability to work through member situations and provide effective and accurate resolutions.
Good technical skills and ability to work with multiple systems.
Ability to be available at 8:00am M-Sat.
Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis.
Education / Experience:
High school diploma or equivalent.
Two plus years of customer service experience, preferably within a financial institution.
Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
$24k-29k yearly est. 5d ago
Customer Service Representative- Lima Shawnee - Lima, OH
Wesbanco Bank Inc. 4.3
Lima, OH jobs
Back Customer Service Representative- Lima Shawnee #12-8581 Lima, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Lima, OH.
Market Findlay Work Hours per Week 22.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Lima, Ohio, United States
$30k-34k yearly est. 5d ago
Customer Service Representative - Steubenville - Steubenville, OH
Wesbanco Bank Inc. 4.3
Steubenville, OH jobs
Back Customer Service Representative - Steubenville #51-8660 Steubenville, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Steubenville Banking Center.
Market Wheeling Work Hours per Week 37.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Steubenville, Ohio, United States
$30k-34k yearly est. 5d ago
Customer Service Representative - Ottawa - Ottawa, OH
Wesbanco Bank Inc. 4.3
Ottawa, OH jobs
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
$30k-34k yearly est. 5d ago
Customer Service Representative - Boardman - Youngstown, OH
Wesbanco Bank Inc. 4.3
Youngstown, OH jobs
Back Customer Service Representative - Boardman #24-8619 Youngstown, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Boardman Banking Center.
Market Youngstown Work Hours per Week 40 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Youngstown, Ohio, United States
$30k-34k yearly est. 5d ago
Customer Service Representative - Streetsboro - Part Time - Streetsboro, OH
Wesbanco Bank Inc. 4.3
Streetsboro, OH jobs
Back Customer Service Representative - Streetsboro - Part Time #22-7842 Streetsboro, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Streetsboro, OH Banking Center.
Market Akron Work Hours per Week 27.5 Requirements
High school diploma or GED required.
Cash handling and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues.
Essential Functions:
Excellent Customer Service
Perform Customer Transactions
Operational and Security Proficiency
Identify referral opportunities
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Meets established individual referral goals as assigned.
Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met.
Complete outbound customer calls as needed to support the sales and service needs of the Banking Center.
Develops and maintains working knowledge of the Bank's products and services.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.
Must have strong product knowledge for the level of selling and successfully promoting products expected with position.
Ability to write simple correspondence.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Streetsboro, Ohio, United States
$30k-34k yearly est. 5d ago
Customer Retention Representative (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
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.
What You Can Bring:
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.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$60k-114k yearly est. Auto-Apply 12d ago
Customer Retention Representative (Part-time AM Shift Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-time AM Customer Retention Representative? Globe Life is looking for a Part-time AM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote/work-from-home position.
What You Will Do:
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.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is 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.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$60k-114k yearly est. Auto-Apply 11d ago
Customer Retention Representative -PT AM MCK-Remote
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
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.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is 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.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
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.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is 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.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: 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.
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 policyholder 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 calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
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 experience in insurance and/or sales is 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.
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
* 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.
What You Can Bring:
* High school diploma or equivalent is required.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
* A minimum typing speed of 30 wpm is required.
* Experience in a call center environment is preferred.
* Some insurance and/or sales experience is 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.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* 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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
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.
What You Can Bring:
Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
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 experience in insurance and/or sales is 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.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401 (k) and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
INDGLA1001
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Customer Retention Representative? American Income Life is looking for a Bilingual Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining American Income Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts.
What You Will Do:
* 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.
What You Can Bring:
* Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages.
* 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 experience in insurance and/or sales is 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.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* 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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 7d ago
Supervisor, Customer Retention (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
* Routinely monitor and assign tasks received in Back Office.
* Monitor KPI targets for processing within an acceptable time and accuracy expectation.
* Ensure audit targets are met and quality feedback is provided.
* Assisting Agents with escalation and reinstatement questions.
* Partner with the field to ensure all questions and concerns are handled timely.
* Complete reporting for all Reinstatement Initiatives.
* Provide Management with status updates or trends.
* Assisting in all positions as needed.
* Review and approve refunds processed by Reinstatement Clerks.
* Manage a team of clerks with varying skill level.
* Review/approve/edit timesheets through Kronos.
* Oversee the overall work product of the group to ensure accuracy.
* Hire new staff as necessary.
* Facilitate corrective actions and employee improvement plans as necessary.
* Responsible for ensuring department goals are met.
What You Can Bring:
* High School Equivalent.
* Associate degree and/or equivalent work experience.
* 3 years of previous supervisory experience required.
* Insurance experience preferred.
* Ability to work independently and meet deadlines.
* Ability to manage remote employees.
* Requires leadership and people skills.
* Strong organizational and time management skills.
* Ability to handle multiple projects at once.
* Organizational skills and attention to detail.
* Excellent verbal communication skills and ability to interact professionally with a diverse group.
* Excellent MS Office skills required (Word, Excel, and Access a plus).
* Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* 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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$33k-37k yearly est. 7d ago
Supervisor, Customer Retention (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
Routinely monitor and assign tasks received in Back Office.
Monitor KPI targets for processing within an acceptable time and accuracy expectation.
Ensure audit targets are met and quality feedback is provided.
Assisting Agents with escalation and reinstatement questions.
Partner with the field to ensure all questions and concerns are handled timely.
Complete reporting for all Reinstatement Initiatives.
Provide Management with status updates or trends.
Assisting in all positions as needed.
Review and approve refunds processed by Reinstatement Clerks.
Manage a team of clerks with varying skill level.
Review/approve/edit timesheets through Kronos.
Oversee the overall work product of the group to ensure accuracy.
Hire new staff as necessary.
Facilitate corrective actions and employee improvement plans as necessary.
Responsible for ensuring department goals are met.
What You Can Bring:
High School Equivalent.
Associate degree and/or equivalent work experience.
3 years of previous supervisory experience required.
Insurance experience preferred.
Ability to work independently and meet deadlines.
Ability to manage remote employees.
Requires leadership and people skills.
Strong organizational and time management skills.
Ability to handle multiple projects at once.
Organizational skills and attention to detail.
Excellent verbal communication skills and ability to interact professionally with a diverse group.
Excellent MS Office skills required (Word, Excel, and Access a plus).
Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
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 company-matched 401k and 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.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.