New Business Specialist (Onsite)

Posted 9 Hours Ago
Be an Early Applicant
McKinney, TX, USA
In-Office
Junior
Insurance • Financial Services
We Make Tomorrow Better for Families and for the People Who Help Protect Them.
The Role
Processes insurance applications received through mail, fax, email, and SFTP. Responsibilities include sorting, coding, scanning, indexing, data entry, documentation verification, report maintenance, exception resolution, check logging, and mailing policy documents and correspondence. The role requires accurate application handling, timely follow-up on pending items, and coordination with clients, agents, and internal teams in an onsite McKinney, Texas environment.
Summary Generated by Built In

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? Globe Life is looking for a New Business Specialist to join the team!

This role is responsible for supporting the New Business department by managing the intake and processing of insurance applications received through mail, fax, email, and FTP. Key responsibilities include sorting and coding incoming applications, verifying required documentation, scanning and keying application data, and maintaining accurate reports. The position also involves reviewing pending items, resolving application exceptions, and handling underwriting correspondence to ensure a smooth and efficient workflow from receipt to processing.

This is an on-site position located in McKinney, Texas.

What You Will Do:

  • Receive, sort, and process incoming applications from multiple channels (mail, fax, SFTP, and email), ensuring all required forms are complete and accurate.
  • Enter, track, and deliver applications using internal systems including the application tracking system and Captiva.
  • Scan, index, and key applications and supporting documents with a high degree of accuracy.
  • Monitor pending reports and update notes to ensure timely follow-through.
  • Log and sort checks and cash received alongside applications, maintaining proper records.
  • Review, sort, and distribute incoming faxes and mail delivered to New Business.
  • Assemble, print, and mail policy documents and correspondence to clients and agents.
  • Perform other duties as assigned.

What You Can Bring:

  • High School Diploma or equivalent required; at least 1 year of similar administrative experience preferred.
  • Experience in insurance or office administration is a plus.
  • Strong communication, organizational, and time management skills with keen attention to detail.
  • Proficiency in Microsoft Office Suite.
  • Ability to work independently and collaboratively, prioritize tasks, and meet deadlines.
  • 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 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 1 year of similar administrative experience
  • Experience in insurance or office administration
  • Strong communication, organizational, and time management skills
  • Keen attention to detail
  • Proficiency in Microsoft Office Suite
  • Ability to work independently and collaboratively
  • Ability to prioritize tasks and meet deadlines
  • Completion of LOMA 281 and Business Email Etiquette courses
  • Reliable and predictable attendance
  • Ability to work full time and/or part time based on position specifications

What the Team is Saying

Globe Life Compensation & Benefits Highlights

  • Retirement Support Retirement offerings for eligible corporate/W‑2 roles include a company‑matched 401(k) alongside a defined‑benefit pension, signaling uncommon depth. This pairing is presented as a standout element of the package.
  • Healthcare Strength Corporate/W‑2 roles are advertised with comprehensive medical, dental, and vision coverage, plus disability and company‑paid life insurance. HSA/FSA options and wellness resources are also available.
  • Parental & Family Support Paid maternity and paid parental leave are explicitly offered for eligible employees. Hybrid/on‑site/remote schedules where applicable provide additional family flexibility.

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The Company
HQ: McKinney, TX
3,000 Employees
Year Founded: 1951

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.

Typical time on-site: 3 days a week
HQMcKinney, TX
Broadview Heights, Ohio
Culver City, CA
Oklahoma City, OK
Waco, Texas
Learn more

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