New Business Specialist

2 weeks ago

Oklahoma City, United States Globe Life Inc. Full time


New Business Specialist

Primary Duties & Responsibilities

Are you Ready for new career opportunity?

When you join Globe Life, you are joining a company that values career development, collaboration, and inclusiveness. We want employees to feel proud about being part of a company that take pride to help Make Tomorrow Better. You’ll have the opportunity to grow your career while developing personally and professionally.

Globe Life has a great opportunity for a New Business Specialist to join their growing team in the beautiful downtown Oklahoma City office.  Great culture and career advancement opportunities.

We offer a competitive salary with a great benefits package, including a retirement plan, medical, dental, and vision health plans, short – term and long-term disability, paid time off, tuition reimbursement and other career development opportunities. 

Come join our team and enjoy our benefits, paid holidays, weekends off, and an opportunity to grow.

Job Summary

The New Business Specialist will be responsible for completing routine clerical tasks, mail opening, working exceptions records such as no phone number, no birthdate, frequent applier, and many other detailed reports. Scanning applications prior to and after keying by Data Entry, Underwriting, Premium Accounting and miscellaneous documents. The New Business Specialist will have specific duties that must be completed daily and other job duties as assigned. This person will be responsible for learning many guidelines and applying them daily to make sound decisions. This role is crucial to the process and requires someone detail oriented, self-motivating, and who can use critical thinking.

Primary Duties & Responsibilities:

  • Sort mail trays delivered by courier daily
  • Process all mail received through the milling machine to obtain counts and prepare mail for opening
  • Open mail on the OPEX letter opening machines
  • Open mail by hand when necessary
  • Prepare applications for scanning by sorting and batching
  • Deliver paper applications and other documents do Data Entry that require keying prior to scanning
  • Scan direct mail applications, applications with attachments, and miscellaneous documents
  • Work records that require research prior to processing through the New Business system (exceptions)
  • Work Other Coverage records to verify records are ready to be released from the system and issued or rejected
  • Review all applications prior to processing to ensure all data necessary for keying of the app has been received
  • Sort cash/checks into different denominations
  • Use letter writing program to advise applicants of additional information needed on an application
  • Respond in writing or my email to applicant correspondence
  • Retrieve applications opened on the OPEX machines and deliver to the scanning station
  • Research pending New Business records for other departments using email or internal messaging system
  • Work with the Underwriting Department on researching and dispositioning records when required
  • Deliver applications to shred bins when they are more than four weeks old
  • Pull applications from inventory that require rescanning
  • Clean and vacuum the scanners and OPEX machines daily
  • Cross train on all duties within the department
  • Perform with quality and accuracy
  • Multitask on a daily basis



Required Skills

  • Strong verbal and written communication skills
  • Excellent organization skills
  • Good basic math skills
  • Computer skills (Excel, Word, Outlook)
  • Must be a self-starter
  • Attention to detail
  • Good time management
  • Ability to work in a team environment
  • Find workable solutions



Required Knowledge & Experience

  • High School Diploma or equivalent
  • 1 years in a job requiring a similar skill set

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