Conservation Specialist
About The Position
Guarantee Trust Life Insurance Company (GTL) is currently seeking a Policy Conservation Specialist to join our team! Since 1936, GTL has offered cutting-edge insurance solutions and personalized service for our policyholders and distributors, while supporting personal growth and civic involvement from our employees. We’re seeking candidates who are looking for meaningful work, who want to invest in their growth, and contribute to a company built on timeless virtues and best business practices. This position is required to work on-site in our Chicagoland (Glenview, IL) office most days. Everyone receives 3 flexible remote days per month and 6 additional Friday PTO days each year! And, we offer half-day Fridays – every Friday! The Policy Conservation Specialist is responsible for meeting production standards and a retention quota to ensure GTL's Key Results are achieved. The person in this position will also provide ongoing feedback on what is going well and areas for improvement/growth.
Requirements
- High school graduate
- Outstanding telephone skills, including voice tone and courtesy
- Strong interpersonal skills and ability to work independently and in a team environment
- Proven written communication and organizational skills
- Strong problem-solving skills
- Intermediate Microsoft Office Skills
Nice To Haves
- Knowledge of Health & Life Insurance products a plus
- Licensed Agent a plus
- Recent conservation/customer service experience a plus
Responsibilities
- Provide customers with policy information or opportunities to lower premiums in order to retain coverage
- Provide superior customer service
- Compliance with company policies
- Identify process improvement opportunities
- Ability to make independent decisions, multitask and prioritize tasks
- Ability to work well with other internal departments to meet company goals
Benefits
- Medical
- Health Savings Account (including employer contribution)
- Dental
- Vision
- Basic Life Insurance (full premium paid by employer)
- Voluntary Employee, Spouse and Child Life Insurance
- Short-Term and Long-Term Disability
- Paid Holidays
- Paid time off including vacation, personal days, and sick time
- The amount of time off varies based on tenure and hours worked
- 401(k) and Profit-Sharing retirement plan
- The company matches contributions up to 2% provided the employee contributes a minimum of 3%
- The company may make a discretionary contribution to the Profit-Sharing plan
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
