Handle inbound cancellation calls and outbound lapse recovery to retain life insurance policyholders. Assess customer needs, recommend solutions, document interactions, meet call center KPIs, and maintain product knowledge while delivering empathetic, accurate service.

Provide bilingual (English/Spanish) phone and email support to policyholders and agents: answer/return calls, resolve complaints, process requests, scan/index documents to OnBase, mail outgoing correspondence, monitor fraud trends, assist investigations, complete assigned projects, and participate in ongoing product/process training.