Senior Director, Onboarding

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Globe Life

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1900

⚕️ Healthcare Insurance

💸 Finance

👥 B2C

💰 $250M Post-IPO Debt - Globe Life on 2024-08

Healthcare Insurance • Finance • B2C

Globe Life is a U. S. -based life insurance company that provides individual life insurance policies and related products through a network of agents and direct channels. The company emphasizes customer service, agent careers, and long-term financial protection for families, and is financially rated by independent analysts for strength and stability.

📋 Description

• Support assigned key accounts by responding to production, recruiting, and service requests, and coordinate solutions with internal partners to remove barriers to sales. • Manage a portfolio of key accounts while providing direct production coaching and servicing support to first-year producers and key account managers. • Maintain, update, and communicate key performance metrics by managing tracking tools and preparing reports for leadership. • Calculate, audit, and inspect quarterly bonus and incentive amounts to ensure accuracy, accountability, and timely payout support. • Partner with recruiting teams to transition newly appointed agents into early production by clarifying expectations, connecting agents to training resources, and monitoring activation progress. • Facilitate agent onboarding by guiding agents through portal registration and related systems, and troubleshooting access, credential, and navigation issues. • Train and coach agents, recruiters, and field leaders on sales and production fundamentals through one-on-one support, group sessions, webinars, and follow-up coaching. • Plan, create, market, and deliver recurring training webinars and live seminars, including coaching team members on effective presentation skills, content flow, and audience engagement. • Create marketing materials, promotional campaigns, sales support content, and promotional videos to support product launches, recruiting initiatives, and major field events. • Speak and present at major company events (e.g., convention, recognition events, and other large meetings) to support training, motivation, and strategic initiatives. • Work with lead vendors to define quality expectations, improve lead performance, negotiate terms, and identify alternative lead sources. • Build, manage, and optimize automated drip campaigns and workflows for recruiting prospects and agents using approved CRM/marketing tools, including administration, troubleshooting, and process improvements. • Write and deploy professional HTML email templates and communications to improve message quality, branding consistency, and campaign performance. • Drive attendance and engagement for training webinars and seminars through coordinated marketing outreach, invitations, reminders, and follow-up campaigns. • Serve as a liaison between the field and home office partners to escalate and resolve agent-impacting issues while building strong cross-functional relationships. • Support product launches and field rollouts by developing communication pieces, training content, and implementation support for agents and leaders. • Document common issues, solutions, and process improvements, and share updates with stakeholders to reduce repeat problems and improve the agent experience. • Demonstrate the business impact and ROI of recruiting efforts by tracking outcomes and communicating how recruiting activity contributes to production and team performance. • Perform administrative and coordination duties required to operate the function effectively.

🎯 Requirements

• High school diploma or equivalent (GED) required; college coursework or associate degree preferred. • Equivalent combination of education, training, and directly relevant experience will be considered. • Completion of company/industry training related to Medicare products, enrollment periods, compliance, and sales support processes preferred. • 5+ years of experience in insurance sales support, key account support, agency operations, recruiting support, field training, marketing operations, or a related role. • Experience supporting agent onboarding, appointment, and activation processes, including portal/system troubleshooting and issue resolution. • Demonstrated ability to manage and coach producers, account managers, and/or support team members to improve production outcomes. • Experience creating and delivering training webinars, seminars, and presentations, as well as marketing materials and campaigns that drive attendance, engagement, recruiting, and production growth. • Experience working with lead vendors, evaluating lead quality/performance, and identifying alternative lead sources. • Experience tracking, analyzing, auditing, and communicating performance results (e.g., production, recruiting, incentives/bonus metrics) to leaders and stakeholders. • Experience with CRM management, workflow automation, drip campaigns, or related marketing/operations systems support. • Medicare knowledge and ability to support training on enrollment periods, penalties, and product basics strongly preferred. • Valid driver's license with ability to travel locally; Life and Health insurance license required. • Ongoing continuing education for Medicare preferred. • Thorough knowledge of the insurance sales and agent lifecycle (recruiting, appointment, onboarding, activation, and ongoing production support). • Working knowledge of Medicare products (Medicare Supplement/Medigap, Medicare Advantage, Part D), enrollment periods (IEP, AEP, OEP, SEP), and common late enrollment penalties. • Strong analytical, auditing, and reporting skills, including the ability to calculate and inspect incentive/bonus amounts and communicate insights to leaders. • Strong leadership, coaching, and communication skills, including facilitation and presentation skills for webinars, seminars, and major events. • Demonstrated problem-solving mindset with the ability to troubleshoot portal, CRM, and process issues and drive resolution across departments. • Experience developing marketing and sales enablement content, including training materials, promotional videos, campaign messaging, and HTML email communications. • Working knowledge of CRM platforms, marketing automation, drip campaigns, and data-driven campaign execution. • Vendor management and negotiation skills, including lead source evaluation and quality/performance improvement. • Strong project management and prioritization skills in a fast-paced, multi-stakeholder environment. • Proficiency with Microsoft Office (Excel, PowerPoint, Outlook) and comfort with web-based systems, portals, and reporting tools. • Strong public speaking skills with the ability to present clearly and professionally to small and large audiences, including leadership and field teams.

🏖️ Benefits

• 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.