New Business Specialist - Onsite

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Job description

New Business Specialist - Onsite

Primary Duties & Responsibilities

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. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment. 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 Make Tomorrow Better.

Role Overview:

Could you be our next New Business Specialist? Globe Life is looking for an experienced New Business Specialist to join the team!

In this role, 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.

This is an onsite position located in Oklahoma City.

What You Will Do:

• 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

What You Can Bring:

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

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 we believe that taking care of your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Wellness club reimbursements and gym discounts to help you stay on top of your health.
• Paid holidays and time off to support a healthy work-life balance.
• Parental leave to help our employees welcome their new additions.
• Development training programs to enhance your skills and career progression and unlock your full potential.

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.

INDGLA1001

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