New Business Specialist (Onsite)

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 supporting the New Business department by managing the intake and processing of insurance applications received through mail, fax, email, and FTP. Key responsibilities include sorting and coding incoming applications, verifying required documentation, scanning and keying application data, and maintaining accurate reports. The position also involves reviewing pending items, resolving application exceptions, and handling underwriting correspondence to ensure a smooth and efficient workflow from receipt to processing.

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

What You Will Do:

• Receive, sort, and process incoming applications from multiple channels (mail, fax, SFTP, and email), ensuring all required forms are complete and accurate.
• Enter, track, and deliver applications using internal systems including the application tracking system and Captiva.
• Scan, index, and key applications and supporting documents with a high degree of accuracy.
• Monitor pending reports and update notes to ensure timely follow-through.
• Log and sort checks and cash received alongside applications, maintaining proper records.
• Review, sort, and distribute incoming faxes and mail delivered to New Business.
• Assemble, print, and mail policy documents and correspondence to clients and agents.
• Perform other duties as assigned.

What You Can Bring:

• High School Diploma or equivalent required; at least 1 year of similar administrative experience preferred.
• Experience in insurance or office administration is a plus.
• Strong communication, organizational, and time management skills with keen attention to detail.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and collaboratively, prioritize tasks, and meet deadlines.
• The following courses should be completed: LOMA 281, Business Email Etiquette.

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.

Location: McKinney, Texas

Apply Now