What are the responsibilities and job description for the New Business Specialist (Onsite) position at Globe Life Liberty National Division- The Jackson Agencies?
Job Description
New Business Specialist (Onsite)
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? Globe Life is looking for a New Business Specialist to join the team!
This role is responsible for opening, sorting, and processing incoming applications received via mail, fax, email, and FTP sites, including coding, scanning, and keying application data. Responsibilities also include reviewing pending applications, verifying all required documentation has been received, and maintaining accurate reports. Additionally, this role is responsible for handling underwriting correspondence and working exception reports such as missing phone numbers, missing birthdates, and frequent applier cases.
This is an onsite position located in McKinney, Texas.
What You Will Do
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:
Location: McKinney, Texas
Apply Now
New Business Specialist (Onsite)
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? Globe Life is looking for a New Business Specialist to join the team!
This role is responsible for opening, sorting, and processing incoming applications received via mail, fax, email, and FTP sites, including coding, scanning, and keying application data. Responsibilities also include reviewing pending applications, verifying all required documentation has been received, and maintaining accurate reports. Additionally, this role is responsible for handling underwriting correspondence and working exception reports such as missing phone numbers, missing birthdates, and frequent applier cases.
This is an onsite position located in McKinney, Texas.
What You Will Do
- Open, sort, print and code Applications from mail, faxes, SFTP, and emails.
- Verify application is complete with all required forms.
- Key applications into tracking system.
- Key applications into captiva.
- Deliver applications to Data Entry/Scan and complete drop files.
- Complete pending reports and update notes.
- Scan, index and key applications or other supporting documents.
- Log/sort checks and cash received with applications.
- Review faxes from the fax lines.
- Review and sort the mail that is delivered to NB.
- File and mail letters to agents and clients.
- Assemble policy print and mail to clients.
- Other duties as required.
- High School Diploma or equivalent.
- Preferred 1 year in a role requiring a similar skill set.
- Insurance and/or office administration experience a plus.
- LOMA 281 and Business Email Etiquette course completion.
- Proficiency in Microsoft Office with strong attention to detail.
- Strong written, verbal communication, and organizational skills.
- Excellent time management with the ability to prioritize and complete projects in a timely manner.
- Ability to work both independently and collaboratively in a team environment.
- Self-motivated with the ability to make logical decisions based on information provided, including when working remotely.
- Reliable and predictable attendance of your assigned shift.
- Ability to work full time and/or part time based on the position specifications.
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.
Location: McKinney, Texas
Apply Now