Job Details

Customer Retention Representative

Company name
Torchmark Corporation

McKinney, TX

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Customer Retention Representative

The Customer Retention Department is 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 cancelling are provided assistance in understanding the importance of keeping their coverage, as well as providing policy maintenance.

Summary Job Description:

We’re looking for outgoing, hardworking individuals who are self-starters, can work independently and are detail oriented. As a Customer Retention Representative you’ll 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. You’ll answer questions about policy benefits and premiums and accurately document the information on the appropriate database. You must have a positive, helpful attitude with customers to quickly gather information and record it. There is no cold calling and no phone sales. Friendly, casual work environment with full-time and part-time positions available. Excellent earning potential – hourly wage plus bonus based on performance.

Primary duties & responsibilities:

Handle inbound and outbound calls to customers to assist with their policy related questions and verify and document information

Clearly explain the policy benefits and premiums due to customers

Ability to solve complex policyholder issues with a positive attitude

Use discretion and tact when speaking with customers

Reselling the benefits of our policies

Required Skills


Knowledge, Skills, & Abilities:

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

Required Experience

Education & Work Experience:

High school diploma or equivalent

1 years of experience; previous inside sales experience a plus

Physical Requirements:

Heavy phone and PC use

Sitting and wearing a headset for extended periods of time

Reaches above shoulder level

Some overtime may be required


Full-time and part-time positions available with flexible scheduling; Part-time must work Saturday morning shift (4 hours). You’ll accrue personal and vacation time whether working full- or part-time and be paid for training. As a full-time employee you are also eligible to enroll in health, dental, vision, life, 401k and Pension plan.

Job Location

McKinney, Texas, United States

Company info

Torchmark Corporation
Website :

Company Profile
Torchmark Corporation is a holding company specializing in life and supplemental health insurance for "middle income" Americans marketed through multiple distribution channels including direct response, and exclusive and independent agencies.

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