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New Business Specialist I
Globe Life. Review Life and Health new business applications from receipt to final status according to established procedures, guidelines, and quality and production standards .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail in reviewing and processing Life and Health new business applications. Proficient in Microsoft Office Suite and effective in communication with agents and team members to ensure compliance and accuracy.
Highest-signal resume keywords
Strong Written Communication SkillsStrong Verbal Communication SkillsProficiency in Microsoft Office SuiteExcellent Organizational SkillsTime Management Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Application ProcessingDocument EvaluationData InputCompliance ReviewError Resolution
Soft Skills
Attention to DetailSelf-MotivatedTeam CollaborationLogical Decision-Making
Tools & Technologies
OnBase
Certifications & Qualifications
Business Email Etiquette Course
Industry Keywords
Life InsuranceHealth InsuranceNew Business ApplicationsGroup AdditionsPayroll Authorization
About the role
Key responsibilities & impact- Review Life and Health new business applications from receipt to final status according to established procedures, guidelines, and quality and production standards
- Evaluate documents for completeness, accuracy, and state-specific compliance
- Prepare applications for processing in collaboration with the New Business team
- Review and prepare new business applications received in the office and correspond with the team about incoming business
- Communicate issues with writing agents and follow up on outstanding items
- Scan and index supplemental and life applications, including pending items, into OnBase
- Communicate with the team regarding incoming documents and corrections
- Issue pending applications received in the office
- Assemble and mail CWL policies weekly
- Complete processes for errors, pending, and withdrawn applications
- Process new business applications
- Assist with complaint research, follow-up, and resolution
- Communicate with agents and agency owners regarding submissions, pending business, and missing documents by phone and email
- Clear pends from the pend list as needed
- Update account information and input data from submitted paperwork
- Review and analyze new business for group additions and determine effective dates and agent advances
- Call to verify employee eligibility for group additions
- Send addition letters with payroll forms when applicable
- Prepare new group business for billing representative contact with payroll administrators and new profile setup
- Evaluate group bill payment delinquency and update related information
- Review applications for payroll group agreements and payroll authorization forms
Requirements
What you’ll need- High School Diploma or equivalent
- Completion of Business Email Etiquette course (required)
- Strong written and verbal communication skills
- Excellent organizational skills and keen attention to detail
- Strong time management skills with the ability to prioritize and complete projects efficiently
- Proficiency in Microsoft Office Suite
- Ability to work both independently and collaboratively in a team environment
- Self-motivated with the ability to stay focused and make logical decisions
- Reliable and predictable attendance of your assigned shift
- Ability to work full time and/or part time based on the position specifications
Benefits
Comp & perks- Competitive compensation designed to reflect your expertise and contribution
- Comprehensive health, dental, and vision insurance plans
- Robust life insurance benefits
- Retirement plans, including company-matched 401k and pension plan
- Paid holidays and time off
- Parental leave
- Subsidized all-in-one subscriptions supporting fitness, mindfulness, nutrition, and sleep goals
- Company-paid counseling for mental health, stress management, and work-life balance
- Continued education reimbursement eligibility
- Company-paid FLMI and ICA courses
- Discounted Texas Rangers tickets