What are the responsibilities and job description for the Customer Service Representative position at Globe Life AIL - Karla Estrada?
We operate in a niche within the life insurance sector that remains largely unknown to many. Globe Life’s American Income Life Division, a key subsidiary of Globe Life, has been dedicated to supporting working families since 1951. We offer life, accident, and supplemental health insurance designed to protect members of labor unions, credit unions, associations, and their families throughout North America.
Our mission is to inform working-class individuals who seek our benefits through their local Unions and Veteran Organizations. We aim to provide clear and comprehensive explanations of the benefits they are entitled to, as well as the options available to them. We offer full training, a flexible schedule, leadership development, career advancement opportunities, competitive weekly pay, and bonuses. Additionally, we provide a benefits reimbursement program after 90 days and stock options. Globe Life is currently hiring Benefits Representatives to join our team. Benefits Representatives will focus on generating and qualifying leads for new and existing accounts.
We are seeking candidates who are energetic, curious about the industry, and persistent. The ideal individual will bring innovative ideas, think creatively, and have a strong passion for the role, with a drive to secure new accounts.
Key Responsibilities:
Account Management: Maintain close communication with existing accounts or leads to enhance brand awareness, offer educational opportunities, and seek referrals. Coordinate virtual meetings and calls between clients and Account Executives. Train new hires to schedule appointments, explain customized Benefit Packages, and assess veteran member eligibility. Work with management to stay updated on new products, services, and policies.
Customer Support: Respond to client calls and emails, identify issues, and propose new products or services. Engage with clients in a professional and friendly manner, listening actively to their concerns, and provide solutions in line with the company’s customer service policies.
Lead Generation: Identify and prospect new sales leads through initial phone calls or emails. Engage potential clients and prepare them for interaction with the Account Executive. Maximize lead engagement to promote product purchases and manage the lead qualification process for your team.
Requirements:
- Energetic individuals who enjoy working in a lively environment and engaging with people daily via phone and virtual meetings
- High School diploma required; a degree in Marketing or Business Administration is a plus
- Practical experience with various sales techniques (no cold calling involved)
- Proficiency with CRM software
- Familiarity with MS Excel for analyzing spreadsheets and charts
- Understanding of sales performance metrics
- Positive attitude and strong communication skills
- Willingness to be coached
- Computer skills, including Microsoft Suite
- Associate's, BS, BA, or Master’s Degree is advantageous
- No prior experience necessary
