• Identify signals of at-risk accounts and collaborate with internal teams to remediate and ensure a successful renewal • Handle large volume of phone conversations and email inquiries • Maximize customer lifetime value and minimize churn risk while increasing overall customer satisfaction and identifying up-sell opportunities • Build quick rapport with customers and apply both persuasive rebuttal skills and problem solving strategies while providing solutions • Problem solving is a must as you quickly identify the root cause of customer issues and work with them to implement fair contract negotiations

• The Winback Specialist - Spanish is responsible for relationship building with Motive customers. • This position coordinates, executes, and manages programs built to effectively reactivate/recover/retain customers. • Handle a large volume of phone conversations and email inquiries in both English and Spanish. • Maximize customer lifetime value and minimize pay-fail churn risk while increasing overall customer satisfaction. • Build quick rapport with customers and apply both persuasive rebuttal skills and problem-solving strategies while providing solutions. • Problem solving is a must as you quickly identify the root cause of customer issues and work with them to implement fair contract negotiations.

• Responsible for building new and growing existing relationships with agents and agencies to increase revenue from life and annuity sales. • Actively consult and advise agencies to provide them with value-added strategies to increase their book of business and create effective marketing campaigns to achieve growth goals. • Develop business plans in targeted markets to acquire, grow, and strengthen distribution relationships. • Establish and manage strong working relationships with internal and external partners to provide enhanced customer service for all sales and service operations. • Support agents and agency marketers in product selection, case design, and illustration fulfillment. • Conduct training, both in person and virtual, on products, processes, business development and services offered by National Life Group. • Onboard new relationships with National Life Group to quickly grow and develop business. • Maintain an active understanding of the competitive landscape and current industry trends to create innovative solutions designed to meet customer needs.

• Conduct initial evaluations and collaboratively develop treatment plans with clients for medication, therapy or a combination of both • Proactively follow up with clients at minimum on a monthly basis to assess for efficacy of recommended interventions and ongoing care until treatment goals are achieved • Provide care to Spanish-speaking clients and ensure culturally competent communication and treatment