At American Income 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 Part-Time Customer Retention Representative? American Income Life is looking for an experienced Part-Time 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 provided assistance 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

Handle inbound and outbound telephone calls with customers who are calling to cancel their insurance coverage and/or place calls to current policyholders regarding coverage, premium due, as well as other policy information. Answer questions about policy benefits and premiums and accurately document the information on the appropriate database.

What You Can Bring

• High school diploma or GED

• Customer service experience

• Excellent oral and written communication

• Superior customer service skills required – friendly, efficient, good listener

• Proficient use of the computer, keyboard functions and Microsoft Excel

• Ability to work under pressure and multi-task

• Excellent organization and time management skills

• Must be detail-oriented with the ability to analyze information and make logical conclusions

• Have a desire to learn and grow within the Company

• Must type 30 words per minute, pre-employment assessment required

How American Income 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 American Income Life:

• Competitive compensation is 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 American Income Life, your voice matters.

Required Skills

Required Experience

**** Customer Services:

• Welcoming patients and visitors.
• Answering and referring inquiries within scope of practice.
• Telephone: Answers telephone, processes call, and document appropriately within medical records. Returns all messages in a timely manner.
• Maintains communication between medical staff, administrative staff, and/or patient/families.

Clinical Services:

• Maintains and updates medical records.

• Appointment Scheduling.

• Facilitates medical requests, to include but not limited to, refill requests, work / school notes, and form completion.

• Scans and uploads patient clinical documents into medical chart.

• Process and coordinates all medical provider orders to include but not limited to, diagnostic, referral, pharmaceutical and surgical services.

• Reviews daily provider schedule and ensure all supplies and medical records are ready for patient and provider encounters.

• As directed by medical provider and within scope of practice, provide patient education.

Environmental Services:

• Ensures all equipment in exams and surgical rooms are clean and properly set up.

• Contributes to the overall cleanliness and appearance of personal work space and department.

• Monitors clinical supply levels in exam rooms and stock room and requests when needed.

• Maintains all clinical equipment. Evaluates all equipment for damage or maintenance needs and reports when needed.