New Business Specialist I - Remote

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Job description

New Business Specialist I - Remote

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. 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 Specialist I? Globe Life is looking for an experienced New Business Specialist I to join the team!

In this role, you will be responsible for opening and sorting mail, coding and/or scanning applications from mail, fax, email and FTP sites, and Underwriting correspondence. Review Pending, maintain reports on received applications, verify all required documents have been received. Work exception reports such as no phone number, no birthdate, and frequent applier. Scanning applications prior to and after keying by Data Entry and/or key information on applications.

This is a remote / work from home position.

What You Will Do:

• Open, sort, print and code Applications from mail, faxes, SFTP, and emails
• Verify application is complete with all required forms
• Key applications into tracking system
• Key applications into captiva
• Deliver applications to Data Entry/Scan and complete drop files
• Complete pending reports and update notes
• Scan, index and key applications or other supporting documents
• Logging/sorting checks and cash received with applications
• Reviewing Faxes from the fax lines
• Reviewing and sorting mail that is delivered to NB
• Filing and Mailing letters to agents and clients
• Assemble policy print and mail to clients
• Other duties as required

What You Can Bring:

• Required Education and Experience
• High School Diploma or equivalent.
• Preferred 1 year in a job requiring similar skill set.
• Insurance Experience a Plus
• Office admin experience a plus
• Good written and verbal communication skills
• Must have excellent organization skills
• Good time management skills
• Efficient in Microsoft office required
• Attention to detail
• Must have the ability to work in a team environment
• Reliable and predictable attendance of your assigned shift
• Must be Self-Motivated and able to Stay on Task Even if Working from Home
• The Ability to Work Independently and Make Logical Decisions Based on the Information Provided
• Ability to prioritize & complete projects in a timely manner
• Excellent Time Management
• Reliable and punctual

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.

(Optional) Nice to Have, But Not Required:

• LOMA 281
• Business Email Etiquette

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.
• Parental leave to help our employees welcome their new additions.
• 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.

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