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. 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 a New Business Specialist I to join the team!
In this role, you will be responsible for reviewing Life and Health new business applications for insurance coverage from receipt to final status, in accordance with established procedures, guidelines, and departmental quality and production standards. Responsibilities include evaluating documents for completeness, accuracy, and state-specific compliance, and preparing applications for processing in collaboration with the New Business team.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
- Daily review and preparation of new business applications received in office, and correspondence to team on incoming business.
- Communicate issues with writing agents and follow up on any outstanding items.
- Scan and index all supplemental and life applications including pending items into Onbase.
- Be in constant communication with team concerning incoming documents from agents for new business and corrections.
- Be responsible for issuance of all pending applications that are 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- Complete processes for errors, pending and withdrawn applications.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.
- Effectively communicate with agents and agency owners regarding new business submissions, pending business, or missing documents by phone and/or email.
- Assist with clearing pends from the pend list as needed.
- Update account information and input data from submitted paperwork.
- Review and analyze all New Business for group additions and make determination of effective date and agent advance.
- Make group additions phone calls to verify the eligibility of employee(s) applying for coverage.
- Send out additions letters with a copy of payroll form when applicable.
- Prepare new group business for billing representative to make contact with Payroll administrator and create new profile set up.
- Evaluate each Group for bill payment delinquency and update any pertinent information related to the group.
- Review each application for proper documentation including payroll group agreement and payroll authorization forms.
What You Can Bring:
- High School Diploma or equivalent.
- 1+ year of experience in a role requiring a similar skill set (preferred).
- 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.
- Insurance experience (a plus).
- Office administration experience (a plus).
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 your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
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.
Skills Required
- High school diploma or equivalent
- At least one year of experience in a similar role
- Completion of a Business Email Etiquette course
- Strong written and verbal communication skills
- Excellent organizational skills and attention to detail
- Strong time management and prioritization skills
- Proficiency in Microsoft Office Suite
- Ability to work independently and collaboratively
- Self-motivation and ability to make logical decisions
- Insurance experience
- Office administration experience
- Reliable and predictable attendance
Globe Life Compensation & Benefits Highlights
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Retirement Support — Retirement programs are described as a standout, combining a company-matched 401(k) with a traditional pension. Company materials and current postings indicate both are available to eligible employees.
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Parental & Family Support — Paid maternity and parental leave at full pay is highlighted as part of the package. Feedback suggests these offerings contribute meaningfully to family-friendly policies.
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Wellbeing & Lifestyle Benefits — A broad set of extras—such as counseling/EAP resources, financial and legal assistance, fitness/wellness programs, and education support—expands the package beyond core insurance and retirement. These additions are presented as part of a comprehensive benefits suite.
Globe Life Insights
What We Do
Globe Life is a national insurance company that helps protect the financial futures of working families. Serving millions of policyholders, Globe Life provides life and supplemental health insurance products designed to help customers prepare for the unexpected and protect what matters most. For more than a century, Globe Life has built its business around providing financial protection and delivering on its commitments to customers. Today, people across the organization bring together expertise in areas including insurance operations, customer care, technology, actuarial, finance, and other professional functions to serve policyholders and support the business. Globe Life reaches customers through multiple distribution channels, including independent insurance agents affiliated with its agency divisions. Across the organization, the work is connected by a common purpose: helping provide families with financial protection and support when they need it most.
Why Work With Us
Globe Life combines long-term stability with opportunities to build a meaningful career. Employees can grow through professional development, internal mobility, mentoring, and leadership programs, with benefits that support their future, including a company-matched 401(k) and pension plan for eligible employees.
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Globe Life Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Work arrangements at Globe Life vary by role — onsite, remote, or hybrid (home Mon/Fri, office Tue–Thu). Every setup is matched to the job and team. Regardless of location, professionalism, collaboration, and accountability are always expected.
