New Business Specialist (On-Site)

Posted Yesterday
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 and reviews new life and health insurance applications, enters and codes application data, maintains records, resolves discrepancies with agents and internal departments, monitors pending requirements, prepares balancing and status reports, processes checks and policy changes, and supports audits. The role requires strong attention to detail, organization, communication, spreadsheet skills, and the ability to manage multiple tasks accurately in an on-site 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!


In this role, you will be responsible for processing new insurance applications, maintaining accurate records, and supporting the day-to-day operations of the New Business department. You will review, code, and track life and health insurance applications, coordinate with agents and internal departments to resolve outstanding requirements, and ensure accurate and timely processing of new business.


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


What You Will Do:


  • Receive, review, print, and organize incoming insurance applications to ensure accurate and timely processing.
  • Enter application information into spreadsheets and internal systems, maintaining accurate and up-to-date records.
  • Code new business applications, identify discrepancies, and make necessary corrections.
  • Communicate with agents to resolve questions, obtain corrections, and follow up on pending application requirements.
  • Respond to inquiries and emails from internal departments regarding new business applications and processing activities.
  • Monitor the New Business department email inbox, including general inquiries and withdrawn policies, to ensure timely responses and appropriate follow-up.
  • Prepare and maintain weekly balancing reports, reconciling application records with Accounting and Commissions.
  • Process checks received with applications and coordinate with Accounting to ensure accurate handling.
  • Maintain weekly pending application reports and update processing notes to track application status and outstanding requirements.
  • Process policy cancellations, withdrawals, reductions, modifications, and research requests as needed.
  • Review applications released by Underwriting to determine appropriate next steps, including policy printing, issuance, reduction, or rejection.
  • Support daily audits, reporting, and other departmental activities to maintain accurate records and efficient operations.

What You Can Bring:


  • A high school diploma or equivalent is preferred.
  • One to three years of experience in an administrative, data processing, or similar role is preferred.
  • Proficiency in Microsoft Office applications, particularly Excel, including the ability to maintain and update spreadsheets accurately.
  • Strong organizational and time management skills, with the ability to prioritize multiple tasks and meet deadlines.
  • Excellent attention to detail and a commitment to accuracy when reviewing, entering, and processing information.
  • Strong written and verbal communication skills, with the ability to communicate professionally with agents and internal departments.
  • Ability to identify discrepancies, assess problems, and develop practical solutions.
  • Ability to learn new systems, processes, and procedures quickly.
  • Ability to work independently with minimal supervision while collaborating effectively with team members.
  • Strong teamwork, adaptability, and a positive, professional attitude.

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
  • One to three years of experience in an administrative, data processing, or similar role
  • Proficiency in Microsoft Office applications, particularly Excel
  • Ability to maintain and update spreadsheets accurately
  • Strong organizational and time management skills
  • Ability to prioritize multiple tasks and meet deadlines
  • Excellent attention to detail and commitment to accuracy
  • Strong written and verbal communication skills
  • Ability to communicate professionally with agents and internal departments
  • Ability to identify discrepancies, assess problems, and develop practical solutions
  • Ability to learn new systems, processes, and procedures quickly
  • Ability to work independently with minimal supervision
  • Ability to collaborate effectively with team members
  • Strong teamwork, adaptability, and positive professional attitude
  • 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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