Make outbound calls to newly issued business to welcome them to the Globe Life Family, ensure their policy (s) are accurate, and assist with any additional information pertaining to their new policy.
Maneuver within our CRM while speaking with recently approved customers to collect the first premium to activate their Life Insurance policy.
Make outbound calls to internet-generated leads to warm up potential customers for our Sales Team.
Be able to explain policy benefits.
Complete necessary paperwork when needed.
Assist with correspondence and error corrections for policy service.
Execute special projects that encompass making numerous outbound calls for special projects/campaigns for our sister companies including AIL & LNL and recording activities requested by/from customers.

High School diploma or equivalent, some college preferred.
1+ years of customer service or 1+ years of a professional environment in a customer service-related atmosphere.
Licensed in Life, Accident, and Health Insurance is preferred, but not required.
1+ years of office experience preferred.
Telecommunications experience is a plus.
A background in life and health insurance, and knowledge of insurance operations is desired.
Customer service background and good phone skills.
Excellent written and oral communication skills.
Excellent organization skills.
Must be able to maintain confidentiality.
Must be comfortable collecting payments via Credit Card and Bank Draft payment options from our customers.
Excellent alpha and number recognition skills.
Demonstrated mathematical abilities.
Ability to work under pressure and handle high-stress situations calmly and with tact and professionalism.
Strong decision-making skills with the ability to analyze situations and make logical conclusions.
Excellent attendance and punctuality.
Experience with using Microsoft Office products such as Word and Outlook.
Able to multifunction from many different sources.
Be customer “friendly”.

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.

Outbound Sales Specialist

Key skills