New Business Specialist ; Hybrid

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.

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).

• 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• Complete processes for errors, pending and withdrawn applications.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.

• 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).

• 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…