On-site Policy Processing & New Business Specialist

Globe Life Insurance Company; McKinney (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Retirement plans including 401k

Paid time off

Parental leave

Education reimbursement

Job summary

Globe Life Insurance Company in McKinney, Texas seeks a New Business Specialist to ensure accurate, timely processing of new insurance business. You will receive, review, code, scan, and track applications and supporting documents submitted by mail, fax, email, or SFTP, and verify completeness.

You will enter data into the tracking system, prepare correspondence and policy materials, and file mail and underwriting documents.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Microsoft Office

Attention to detail

Time management

Written communication

Verbal communication

Independent work

Team collaboration

Education

High school diploma

LOMA 281

Business Email Etiquette

Tools

SFTP

Job description

Globe Life Insurance Company in McKinney, Texas seeks a New Business Specialist to ensure accurate, timely processing of new insurance business. You will receive, review, code, scan, and track applications and supporting documents submitted by mail, fax, email, or SFTP, and verify completeness.

You will enter data into the tracking system, prepare correspondence and policy materials, and file mail and underwriting documents.