Unclaimed Property Compliance Lead

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 Unclaimed Property Compliance Manager? Globe Life is looking for an Unclaimed Property Compliance Manager to join the team!

This role is responsible for coordination of all facets of the life and annuity unclaimed property team within the Legal Department. This role includes performing the tasks necessary for compliance with State statutes regarding the Unclaimed Property Act, including Social Security Administration Death Master File matching, outreach requirements, continuous monitoring of matching policies, and escheat regulations. This job will also require coordination with other departments, including Regulatory, Accounting, Internal Audit, Data & Analytics and Claims.

The role will communicate with external resources on a regular basis, including auditors and outside counsel.

This is a hybrid position located in McKinney, TX (WFH Monday & Friday, In Office Tuesday-Thursday).

What You Will Do:

Coordinate with internal departments including Regulatory, Data & Analytics, Internal Audit, Claims, Accounting, and Actuary, as well as external vendors and legal counsel.

Develop and maintain proficiency with Company databases across multiple subsidiaries, SQL policy searches within the Unclaimed Property Database, including state-mandated Lost Policy Searches.

Assess and analyze match files returned from third party vendor.

Continuously monitor policies to determine whether there has been a change in the policy status.

Perform mandatory outreach on policy matches, monitor to determine if new outreach addresses should be obtained.

Coordinate with Unclaimed Property Accounting to ensure properties are escheated per the statutory requirements.

Work with Audit Firms to gather and provide required policy information for specified audit period.

Monitor, track and adhere to all state-mandated search and reporting deadlines.

Manage full-time employees and contractors.

Collaborate with Data & Analytics Department to develop automated processes and reduce manual processes.

What You Can Bring:

Bachelor's degree.

Management experience.

Prior work experience in unclaimed property or claim-handling at a life insurance company.

Proficient in SQL and Excel with a demonstrable ability to work with large data sets across multiple formats and software tools.

Must possess a working knowledge of the software used in the Legal Department including, but not limited to Letter Writer, Accurint, Workday, Microsoft Office (Word, Outlook, Access, Excel), and internet searches.

Working knowledge of Unclaimed Property statutes and regulatory requirements.

Data analytic skills.

Ability to read and write and monitor for any issues/changes.

Ability to understand complex data sets.

Soft skills including maintaining discretion and confidentiality, decision-making, exercising sound judgment, successful interpersonal communications via phone, chat, email, etc., and effective time-management to meet deadlines.

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…