Job Listings

New Business Specialist

3700 S. Stonebridge Dr. McKinney, Texas
Job number: 4619

Job Description:

New Business Specialist

Primary Duties & Responsibilities

Job Summary

 

New Business Specialist will be responsible for day to day operations for coding, pending, and weekly balancing. This position is responsible for receiving, coding and balancing new applications received for ESD and taking those applications to a final disposition. This person will also be responsible for screening life, health and annuity applications received from the field to ensure entry into our systems, as well as, application tracking and reporting. This individual will also be in charge of sending letters and emails communicating with various departments. Additional duties include auditing, organizing information daily, and updating spreadsheets. 

 

Primary Duties & Responsibilities

  • Receive, print, and assemble all applications received for ESD
  • Key applications onto a spreadsheet
  • Code applications, and make any corrections necessary
  • Correspond with agents for corrections or inquiries regarding pending new business.
  • Answer questions and emails from supporting departments.
  • Check and work the ESDNB email box. This box includes general inquiries, and withdrawn policies.
  • Maintain weekly balance report to ensure accounts match with commissions accounting each week.
  • Process all checks received with applications and coordinate with accounting to process.
  • Complete weekly pending reports and update notes.
  • Cancel/Withdraw, Reduce, modify or research problems as requested.
  • Review files that have been released by underwriting and determine if the policies can be printed, issued, reduced, or rejected.
  • Other duties as required.

 

 

 

Required Skills

Knowledge, Skills, & Abilities

  • Must have good organization skills.
  • Strong ability to multi-task
  • Excellent time management skills.
  • Good basic math skills.
  • Must be very detail-oriented.
  • Microsoft office required, including strong Excel skills.
  • Quick learner and ability to have strong attention to detail.
  • Ability to demonstrate  productivity without heavy supervision
  • Must have the ability to work in a team environment, quickly assess problems and find workable solutions
  • Good written and verbal communication skills.

 

Applicable to all employees of Globe Life & Accident and its subsidiaries:

 

  • Reliable and predictable attendance of your assigned shift
  • Ability to work full time and/or part time based on the position specifications.

Required Knowledge & Experience

Education & Work Experience

  • Preferred High School Diploma or equivalent
  • Preferred 1-3 years in a job requiring similar skill sets

 

Location: 3700 S. Stonebridge Dr. McKinney, Texas

Apply Now

Current employees apply here.

Savings and Investment Plan (401K) - Eligible employees may begin participating in the plan on the first day of employment.

Pension Plan - Eligible employees who complete one year of service with the Company become participants in the Pension.* (Not available to Cleveland Employees)

Medical - Benefits are available to all eligible employees and qualified dependents the first of the month following 30 days of continuous service.

Dental** and Vision - Eligible employees and qualified dependents are able to enroll the first of the month following 30 days of continuous service.

Flexible Spending Accounts (FSA) - Our FSA has two components, Health Care and Dependent Care Accounts. These accounts allow employees to set aside a portion of their earnings on a pre-tax basis to cover out-of-pocket medical and dependent care expenses. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service.

Health Savings Accounts (HSA) - A pre-tax Health Spending Account (HSA) is offered to those who enroll in the High Deductible Plan. It allows you to pay for many of the health care expenses not covered by your medical plan including deductibles and co-pays. Participation is elected on a calendar year basis and is available to all eligible employees the first of the month following the completion of 30 days of continuous service. Company contribution to HSA ($4500 family, $2500 single plans)

Short-Term Disability - Eligible employees may be entitled to salary continuance during periods of temporary disability. Benefits are based on employee status and years of service.*

Group Life and Long-Term Disability** - Eligible employees may elect life insurance and long-term disability coverage the first of the month following 30 days of continuous service.

Vacation and Paid Holidays - Employees are eligible for vacation upon the completion of six months of employment. In addition, the Company offers eight paid holidays.

Education Assistance - The Company supports employees who wish to continue their education to secure increased responsibility and growth within their professional careers. We offer a reimbursement program for expenses incurred through approved institutions of learning. In addition, Fellow, Life Management Institute (FLMI) and International Claim Association (ICA) program courses are offered after the completion of six months of services at no cost to the employee.

Fitness Reimbursement - Eligible employees are able to receive up to 100% reimbursement for monthly dues (employee only).

Supplemental Plans** - Cancer, Heart/Stroke, Accident.

*Please note, some benefits may vary by subsidiary. Please be sure to clarify with the Human Resources Department.
**Company paid benefit

Do I have to apply for every job that I am interested in? - Yes. Though our Talent Acquisition Team searches our database for qualified candidates, the only way to ensure that we know what position is of interest to you is if you apply for it directly.

Now that I've applied, what happens? - You will receive an immediate response from our system. Someone from our Talent Acquisition Team will review your qualifications and skills. If you're a good fit, we'll contact you to conduct an initial interview by phone, followed by assessment testing and an in person interview(s).

How do I get the contact information of the hiring manager for the job I am interested in? - It is our policy not to give contact information to external applicants. If, after you apply, it is determined that your skills and qualifications match our hiring needs, you will be contacted directly for an interview by someone on our Talent Acquisition Team.

I've been interviewed, what's next? - If selected, we'll extend a conditional offer. Then, pending a successful background check and drug screen, we'll confirm a start date.

The Whole Globe

Globe Not only is it in our name, it’s in our hearts. Our Company thrives off of diversity and has created a culture focused on inclusivity. These two components are the pillars of our foundation and the guiding principles that build our employees and leaders.

No Ceiling

SmileThe insurance industry may be traditional, but Globe Life has been, is, and always will be dedicated to building an inclusive, sustainable, and inspiring environment that does not have a ceiling on growth.