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. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
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 Specialist? Globe Life is looking for an Unclaimed Property Specialist to join the team!
In this role, you will be responsible for identifying, managing, and facilitating the recovery or proper filing of outstanding payments issued by Globe Life Inc. and its subsidiaries. This role collaborates closely with the bank reconciliation team to compile all unclaimed financial items and coordinates with internal resources to retrieve customer addresses and necessary data as required by state regulations.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
- Perform in-depth research using multiple platforms such as Mainframe, OnBase, Security Manager, internet sources, and national databases.
- Assist in the annual reporting of unclaimed funds to state treasuries, including scanning, emailing, formatting files for disk burning, and preparing mail packets.
- Investigate checks returned due to invalid addresses by leveraging national databases to obtain updated contact information.
- Manage database of unresolved items in Excel for uploading them into TrackerPro.
- Monitor state unclaimed property websites to identify potential funds owed to the Company.
- Prepare and mail customer search letters in a timely and accurate manner.
- Conduct policy research related to Globe Life Inc. and its subsidiaries.
- Identify and categorize check-related issues including premium refunds, claim payments, declines, cancellations, and voice transactions.
- Respond to inquiries regarding search letters from policyholders, healthcare providers, state representatives, and agents, ensuring compliance with HIPAA regulations.
- Collaborate with the unclaimed property team to verify adherence to all state-specific regulations.
- Support the annual reporting process for unclaimed property submissions to applicable entities.
- Manage returned checks and customer search letters resulting from invalid addresses.
- Maintain a weekly spreadsheet of unclaimed property details for uploading into TrackerPro.
- Assist in processing check requisitions once ownership has been confirmed.
- Daily search of state websites to identify any unclaimed property funds owed to the company.
What You Can Bring:
- High School diploma or equivalent required.
- Associate’s degree in accounting/finance preferred.
- Minimum of 2 years of experience in Accounting, Banking, or research-related roles preferred.
- Prior exposure to Unclaimed Property processes or regulations is a plus.
- Proficiency in Microsoft Excel.
- Experience with TrackerPro [unclaimed property] software, preferred.
- Familiarity with Lawson and Workday ERP systems, a plus.
- Typing speed of 50–60 words per minute.
- Proficient in 10-key by touch with emphasis on accuracy.
- Exceptional organizational skills and attention to detail.
- Strong verbal and written communication abilities.
- Ability to manage multiple tasks effectively and follow through on responsibilities.
- Proven experience working collaboratively within a team environment.
- Demonstrates professionalism and maintains confidentiality in all aspects of work.
- Precision, attention to regulatory compliance, and strong analytical skills to support successful fund recovery and accurate state filings.
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.