New Business Specialist (On-Site)

Globe Life And Accident Insurance Company; McKinney (TX); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

Paid holidays and time off

Parental leave

Education reimbursement and training (

FLMI/ICA courses paid by the company

Job summary

Globe Life And Accident Insurance Company in McKinney, TX is seeking a New Business Specialist to process new insurance applications and support daily operations.

The role involves reviewing, coding, and tracking life and health applications, coordinating with agents and internal teams to resolve outstanding requirements, and ensuring timely processing of new business. On-site position in McKinney, Texas.

Qualifications

• A high school diploma or equivalent is preferred.
• One to three years of administrative or data processing experience is preferred.
• Proficiency in Microsoft Office, especially Excel, and strong attention to detail.

Responsibilities

• Receive, review, print, and organize incoming applications for timely processing.
• Enter application data into spreadsheets and internal systems, keep records up to date.
• Code new business applications and correct discrepancies as needed.
• Communicate with agents to obtain corrections and follow up on requirements.
• Monitor the department email inbox and respond to inquiries promptly.
• Prepare weekly balancing reports and reconcile records with Accounting and Commissions.
• Process checks with applications and coordinate with Accounting.
• Maintain weekly pending reports and processing notes on status and requirements.
• Review Underwriting releases to determine next steps for printing, issuance, or rejection.

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 be responsible for processing new insurance applications, maintaining accurate records, and supporting the day-to-day operations of the New Business department. You will review, code, and track life and health insurance applications, coordinate with agents and internal departments to resolve outstanding requirements, and ensure accurate and timely processing of new business.

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

What You Will Do

• Receive, review, print, and organize incoming insurance applications to ensure accurate and timely processing.
• Enter application information into spreadsheets and internal systems, maintaining accurate and up-to-date records.
• Code new business applications, identify discrepancies, and make necessary corrections.
• Communicate with agents to resolve questions, obtain corrections, and follow up on pending application requirements.
• Respond to inquiries and emails from internal departments regarding new business applications and processing activities.
• Monitor the New Business department email inbox, including general inquiries and withdrawn policies, to ensure timely responses and appropriate follow-up.
• Prepare and maintain weekly balancing reports, reconciling application records with Accounting and Commissions.
• Process checks received with applications and coordinate with Accounting to ensure accurate handling.
• Maintain weekly pending application reports and update processing notes to track application status and outstanding requirements.
• Process policy cancellations, withdrawals, reductions, modifications, and research requests as needed.
• Review applications released by Underwriting to determine appropriate next steps, including policy printing, issuance, reduction, or rejection.
• Support daily audits, reporting, and other departmental activities to maintain accurate records and efficient operations.

What You Can Bring

• A high school diploma or equivalent is preferred.
• One to three years of experience in an administrative, data processing, or similar role is preferred.
• Proficiency in Microsoft Office applications, particularly Excel, including the ability to maintain and update spreadsheets accurately.
• Strong organizational and time management skills, with the ability to prioritize multiple tasks and meet deadlines.
• Excellent attention to detail and a commitment to accuracy when reviewing, entering, and processing information.
• Strong written and verbal communication skills, with the ability to communicate professionally with agents and internal departments.
• Ability to identify discrepancies, assess problems, and develop practical solutions.
• Ability to learn new systems, processes, and procedures quickly.
• Ability to work independently with minimal supervision while collaborating effectively with team members.
• Strong teamwork, adaptability, and a positive, professional attitude.

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

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:

• 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.