Job Listings

Policy Issue Specialist

3700 S. Stonebridge Dr., McKinney, Texas
Job number: 15077

Job Description:

Policy Issue Specialist

Primary Duties & Responsibilities

This position is within the New Business Department of Liberty National. The specialist will process pending policy applications under the guidelines specified by the underwriting team and Liberty National and work to resolve issues related to policies issued COD to amended per underwriting guidelines. The specialist will assist daily with keeping policies from being backlogged by issuing pending policies in timely manner. They must be able to communicate with both internal and external customers, including senior executive leadership regarding the status of policies and any related issues that cause delays in issuing. The specialist will also work additional duties as assigned by management/supervisor.


  • Issue pending policies per the guidelines established by underwriting in accordance with Liberty National processes and procedures.
  • Responding to email communication daily, includes answering questions, processing requests in timely manner
  • Issue policies into COD status that have been amended according to underwriting guidelines
  • Correct agent error issues to ensure proper pay of commission to correct agent
  • Complete Endorsement Letters to notify proposed insured of policy changes that impact premium and policy rating
  • Send notification of premium waivers for further processing
  • Send notification of refunds to be processed, track and ensure policies are completed and issued in timely manner
  • Assist with COD email box when overflow occurs to ensure prompt response to email inquiries
  • Process non-commissionable applications using BPM/OIPA system daily, prevent backlog of applications
  • Assist underwriting with clearing pending requirements for policies to facilitate further review by underwriting team
  • Clear Agent Error report daily to ensure correct agent information assigned to policies issued

Required Skills

  • Excellent verbal and written communication skills
  • Able to communicate with various levels of management on a professional level
  • Experience with Word, Excel, Outlook, with the ability to learn new computer systems.
  • Team player
  • Detailed oriented
  • Prior insurance accounting experience required
  • Ability to manage multiple tasks and meet departmental deadline
  • High degree of accuracy, attention to detail


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

  • College Degree or equivalent work experience
  • 2 Years Customer service experience
  • Call center experience a plus
  • 2 Years Insurance experience

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 health 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. Company contributes to HSA.

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.