New Business Specialist (On-Site)

globelife; McKinney (TX); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance and retirement plans (4

Job summary

Globe Life in McKinney, TX is seeking a diligent New Business Specialist to support accurate and timely processing of new insurance business. You will receive, review, code, scan, and track applications and supporting documents submitted via mail, fax, email, and secure file transfer.

You will verify forms are complete, enter data into the tracking system, and organize correspondence and policy materials for distribution.

Qualifications

• High school diploma or equivalent.
• At least one year of experience in a role requiring similar skills.
• Insurance industry or office administration experience preferred.
• Completion of LOMA 281 and Business Email Etiquette courses.
• Proficiency in Microsoft Office.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Strong time-management and prioritization abilities.

Responsibilities

• Receive, sort, print, code, and index applications and supporting documents via mail, fax, email, and SFTP.
• Review applications for completeness and ensure all required forms are received.
• Enter application information into the tracking system.
• Scan, index, and enter applications and supporting documents.
• Route applications for data entry and scanning and manage drop files.
• Review reports and maintain accurate records and notes.
• File and mail correspondence to agents and clients.
• Assemble, print, and mail policy materials to clients.
• Perform other duties as assigned.

Skills

Microsoft Office

Strong communication

Attention to detail

Time management

Team collaboration

Independent worker

Education

High school diploma

LOMA 281

Business Email Etiquette

Tools

Microsoft Office

Job description

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 ? Globe Life is looking for a New Business Specialist to join the team!

In this role, you will support the accurate and timely processing of new insurance business. You will receive, review, code, scan, and track applications and supporting documents submitted through mail, fax, email, and secure file transfer. You will also verify that applications are complete, maintain application status reports, process exception reports, and prepare correspondence and policy materials for distribution.

This is an on-site position located in McKinney, Texas.

What You Will Do:

• Receive, sort, print, and code applications submitted through mail, fax, email, and secure file transfer protocol (SFTP).
• Review applications for completeness and verify that all required forms and supporting documents have been received.
• Enter application information into the appropriate tracking system.
• Scan, index, and enter applications and supporting documents before and after data entry, as required.
• Route applications for data entry and scanning and complete the associated drop files.
• Review pending and exception reports, maintain accurate records, and update application notes.
• Review and sort incoming mail, faxes, and underwriting correspondence for the New Business team.
• Log and sort checks and cash received with applications.
• File and mail correspondence to agents and clients.
• Assemble, print, and mail policy materials to clients.
• Perform other duties as assigned.

What You Can Bring:

• High school diploma or equivalent required.
• At least one year of experience in a role requiring a similar skill set preferred.
• Insurance industry or office administration experience preferred.
• Completion of LOMA 281 and Business Email Etiquette courses.
• Proficiency in Microsoft Office.
• Strong written and verbal communication skills.
• Excellent attention to detail and organizational skills.
• Strong time-management and prioritization skills, with the ability to complete work accurately and on schedule.
• Ability to review information, exercise sound judgment, and make logical decisions independently.
• Self-motivated and dependable, with the ability to remain focused and productive.
• Ability to work independently and contribute effectively within a team environment.

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.