Add-On Licensed Agent
Globe Life Inc.

McKinney, Texas

Posted in Insurance
17 days ago


Job Info


It is the responsibility of the Globe Add-on Licensed Agent to conduct outbound and receive inbound calls and determine the proper action with each. The agent will record information, and maintain the procedures and policies of this department. The agent is to provide excellent customer service and assist policyholders and/or interested third parties as needed.

Primary Duties & Responsibilities

Daily

  • Maneuver within the eService (a web based system) and make proper assessments on decisions from current customers.
  • Make outbound calls to customers that are eligible for additional coverage.
  • Receive inbound calls from current customers about adding on additional coverage.
  • Be able to explain policy benefits.
  • Complete necessary paperwork when needed.
  • Assist with correspondence and error corrections for policy service.


Occasional

Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc



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