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 New Business Scanning Specialist? Globe Life is looking for a New Business Scanning Specialist to join the team!
In this role, you will be responsible for retrieving and sorting mail, handling interoffice mail, scanning applications from mail and/or email, and mail out Underwriting correspondence. Maintain reports on OnBase daily and having policies pulled as needed by Customer Care. Scanning and sending corrected policies to GMS to be mailed. Work exception reports for polices/applications in OnBase with no name or missing information. Scanning applications and help validate and verify applications in Intelligent Capture. Responsible for emailing the Agency Owners and Quality Managers when an application needs to be updated or resent. Helping with policy prints as needed. Work ADP policies in Resonant.
This is an on-site role located in McKinney, TX.
What You Will Do:
- Open, sort, print and code Applications from mail, faxes, SFTP, and emails.
- Scan all applications to Captiva and scan all Customer Care policies sent to New Business.
- Validate and Verify applications in Intelligent Capture.
- Send OnBase reports daily to Customer Care.
- Ensure any money received at Home Office is logged and sent to correct team to process.
- Review and sort mail that is delivered to NB.
- Mailing letters to agents and clients from Underwriting.
- Work ADP applications in Resonant daily.
- Other duties as required.
What You Can Bring:
- High School Diploma or equivalent.
- Preferred 1 year in a job requiring similar skill set.
- Insurance Experience a Plus.
- Office admin experience a plus.
- Excellent written and verbal communication skills.
- Must have excellent organization skills.
- Excellent time management skills.
- Must be very detail oriented.
- Microsoft office required, strong Excel skills.
- Quick learner and ability to have excellent attention to detail.
- Ability to demonstrate productivity without supervision.
- Must have the ability to work in a team environment, quickly assess problems and find workable solutions.
- Reliable and predictable attendance of your assigned shift.
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 we believe that taking care of your well-being is fundamental to your performance.
- Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
- Wellness club reimbursements and gym discounts to help you stay on top of your health.
- Paid holidays and time off to support a healthy work-life balance.
- Development training programs to enhance your skills and career progression and unlock your full potential.
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.