New Business Specialist I (Hybrid)

Globe Life Liberty National Division- The Jackson Agencies; McKinney (TX); Hybrid; USD 52,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401k plan

Paid holidays

Education reimbursement

Job summary

Globe Life Liberty National Division- The Jackson Agencies is seeking a New Business Specialist I for a hybrid role based in McKinney, Texas. You will review life and health applications, ensure compliance, and coordinate with the New Business team to process forms from receipt to final status.

The role emphasizes accuracy, strong communication with agents, and timely management of pending items. Hybrid work arrangement supported, with in-office days and remote work options.

Qualifications

• 1+ year of experience in a role requiring similar skills.
• Completion of Business Email Etiquette course is required.
• Strong written and verbal communication skills.

Responsibilities

• Review life and health new business applications from receipt to final status per procedures.
• Evaluate documents for completeness, accuracy and state compliance.
• Collaborate with New Business team to prepare applications for processing.
• Communicate with agents regarding missing items or issues.
• Issue pending applications and assemble CWL policies weekly.
• Input data from submitted paperwork and update account information.
• Review new business for group additions and determine effective date.

Skills

Customer service

Communication skills

Microsoft Office

Team collaboration

Attention to detail

Education

High School Diploma

Business Email Etiquette course

Tools

OnBase

Job description

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Job Description

New Business Specialist I (Hybrid)

Primary Duties & Responsibilities

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.

Role Overview

Could you be our next New Business Specialist I? Globe Life is looking for a New Business Specialist I to join the team!

In this role, you will be responsible for reviewing Life and Health new business applications for insurance coverage from receipt to final status, in accordance with established procedures, guidelines, and departmental quality and production standards. Responsibilities include evaluating documents for completeness, accuracy, and state-specific compliance, and preparing applications for processing in collaboration with the New Business team.

This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do

• Daily review and preparation of new business applications received in office, and correspondence to team on incoming business.
• Communicate issues with writing agents and follow up on any outstanding items.
• Scan and index all supplemental and life applications including pending items into Onbase.
• Be in constant communication with team concerning incoming documents from agents for new business and corrections.
• Be responsible for issuance of all pending applications that are received in the office.
• Assemble and mail CWL policies weekly.
• Complete processes for errors, pending and withdrawn applications.
• Process new business applications.
• Assist with complaint research, follow-up and resolution.
• Effectively communicate with agents and agency owners regarding new business submissions, pending business, or missing documents by phone and/or email.
• Assist with clearing pends from the pend list as needed.
• Update account information and input data from submitted paperwork.
• Review and analyze all New Business for group additions and make determination of effective date and agent advance.
• Make group additions phone calls to verify the eligibility of employee(s) applying for coverage.
• Send out additions letters with a copy of payroll form when applicable.
• Prepare new group business for billing representative to make contact with Payroll administrator and create new profile set up.
• Evaluate each Group for bill payment delinquency and update any pertinent information related to the group.
• Review each application for proper documentation including payroll group agreement and payroll authorization forms.

What You Can Bring

• High School Diploma or equivalent.
• 1+ year of experience in a role requiring a similar skill set (preferred).
• Completion of Business Email Etiquette course (required).
• Strong written and verbal communication skills.
• Excellent organizational skills and keen attention to detail.
• Strong time management skills with the ability to prioritize and complete projects efficiently.
• Proficiency in Microsoft Office Suite.
• Ability to work both independently and collaboratively in a team environment.
• Self-motivated with the ability to stay focused and make logical decisions.
• Insurance experience (a plus).
• Office administration experience (a plus).

Applicable To All Employees of Globe Life Family of Companies:

• Reliable and predictable attendance of your assigned shift.
• Ability to work full time and/or part time based on the position specifications.

How Globe Life Will Support You

• 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.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.

Location: McKinney, Texas