New Business Specialist (On-Site)

Posted 48 Minutes Ago
Be an Early Applicant
McKinney, TX, USA
In-Office
Entry level
Insurance • Financial Services
We Make Tomorrow Better for Families and for the People Who Help Protect Them.
The Role
Processes new insurance applications and supporting documents by receiving, reviewing, coding, scanning, tracking, and routing materials. Maintains application status and exception reports, updates records, logs payments, reviews correspondence, and prepares policy materials for mailing. Requires a high school diploma, attention to detail, organizational and communication skills, Microsoft Office proficiency, and preferably one year of related office or insurance experience.
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!


In this role, you will support the accurate and timely processing of new insurance business. You will receive, review, code, scan, and track applications and supporting documents submitted through mail, fax, email, and secure file transfer. You will also verify that applications are complete, maintain application status reports, process exception reports, and prepare correspondence and policy materials for distribution.

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

What You Will Do:


  • Receive, sort, print, and code applications submitted through mail, fax, email, and secure file transfer protocol (SFTP).
  • Review applications for completeness and verify that all required forms and supporting documents have been received.
  • Enter application information into the appropriate tracking system.
  • Scan, index, and enter applications and supporting documents before and after data entry, as required.
  • Route applications for data entry and scanning and complete the associated drop files.
  • Review pending and exception reports, maintain accurate records, and update application notes.
  • Review and sort incoming mail, faxes, and underwriting correspondence for the New Business team.
  • Log and sort checks and cash received with applications.
  • File and mail correspondence to agents and clients.
  • Assemble, print, and mail policy materials to clients.
  • Perform other duties as assigned.

What You Can Bring:


  • High school diploma or equivalent required.
  • At least one year of experience in a role requiring a similar skill set preferred.
  • Insurance industry or office administration experience preferred.
  • Completion of LOMA 281 and Business Email Etiquette courses.
  • Proficiency in Microsoft Office.
  • Strong written and verbal communication skills.
  • Excellent attention to detail and organizational skills.
  • Strong time-management and prioritization skills, with the ability to complete work accurately and on schedule.
  • Ability to review information, exercise sound judgment, and make logical decisions independently.
  • Self-motivated and dependable, with the ability to remain focused and productive.
  • Ability to work independently and contribute effectively within a team environment.

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 role requiring a similar skill set
  • Insurance industry or office administration experience
  • Completion of LOMA 281 and Business Email Etiquette courses
  • Proficiency in Microsoft Office
  • Strong written and verbal communication skills
  • Excellent attention to detail and organizational skills
  • Strong time-management and prioritization skills
  • Ability to review information, exercise sound judgment, and make logical decisions independently
  • Self-motivated and dependable, with the ability to remain focused and productive
  • Ability to work independently and contribute effectively within a team environment
  • 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 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.
  • 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.
  • 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.

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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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