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New Business Specialist I

3 months ago

McKinney, United States Globe Life Inc. Full time

Responsibilities include opening and sorting mail, coding and/or scanning applications from mail, fax, email and FTP sites, and Underwriting correspondence. Review Pending, maintain reports on received applications, verify all required documents have been received. Work exception reports such as no phone number, no birthdate, and frequent applier. Scanning applications prior to and after keying by Data Entry and/or key information on applications.

Primary Job Duties & Responsibilities:

  • Open, sort, print and code Applications from mail, faxes, SFTP, and emails
  • Verify application is complete with all required forms
  • Key applications into tracking system
  • Key applications into captiva
  • Deliver applications to Data Entry/Scan and complete drop files
  • Complete pending reports and update notes
  • Scan, index and key applications or other supporting documents
  • Logging/sorting checks and cash received with applications
  • Reviewing Faxes from the fax lines
  • Reviewing and sorting mail that is delivered to NB
  • Filing and Mailing letters to agents and clients
  • Assemble policy print and mail to clients
  • Other duties as required
Required Skills:
  • Good written and verbal communication skills
  • Must have excellent organization skills
  • Good time management skills
  • Efficient in Microsoft office required
  • Attention to detail
  • Must have the ability to work in a team environment
  • Reliable and predictable attendance of your assigned shift
  • Must be Self-Motivated and able to Stay on Task Even if Working from Home
  • The Ability to Work Independently and Make Logical Decisions Based on the Information Provided
  • Ability to prioritize & complete projects in a timely manner
  • Excellent Time Management
  • Reliable and punctual
  • Applicable to all employees of Globe Life & Accident and its subsidiaries:
  • Reliable and predictable attendance of your assigned shift
  • Ability to work full time and/or part time based on the position specifications.
Required Experience:
  • Required Education and Experience
  • High School Diploma or equivalent.
  • Preferred 1 year in a job requiring similar skill set.
  • Insurance Experience a Plus
  • Office admin experience a plus

The Following Courses Should be Completed:

LOMA 281

Business Email Etiquette