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 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 reviewing Life and Health new business applications for insurance coverage, from receipt to final status in accordance with established procedures and guidelines in a timely manner and meeting departmental quality/production standards. You will also be responsible for reviewing documents for completeness, accuracy, and compliance with each state. The New Business Specialist will get all applications prepared for processing by the Underwriting Department.

This is an on-site position located in Broadview Heights, Ohio.

What You Will Do:

• Underwriting Responsibilities:
  • Daily review and preparation of new business applications received in the office, and correspondence to the team on incoming business.
  • Communicate issues with writing agents and follow up on any outstanding items.
  • Scan and index all supplemental and life applications, including pending items, into Onbase.
  • In constant communication with the team concerning incoming documents from agents for new business and corrections.
  • Responsible for the issuance of all pending applications that are received in the office.
  • Assemble and mail CWL policies weekly.
  • Complete processes for errors, pending, and withdrawn applications.
  • Assist with complaint research, follow-up, and resolution.
  • Effectively communicate with agents and agency owners regarding new business submissions, pending business, or missing documents by phone and/or email.
  • Assist with clearing pends from the pend list as needed.
  • Update account information and input data from submitted paperwork.

• Group Billing Responsibilities:
  • Review and analyze all New Business for group additions and make a determination of the effective date and agent advance.
  • Make group additions phone calls to verify the eligibility of employee(s) applying for coverage.
  • Send out additions letters with a copy of payroll form when applicable.
  • Prepare new group business for the Billing Representative to make contact with the Payroll Administrator and create a new profile setup.
  • Evaluate each Group for bill payment delinquency and update any pertinent information related to the group.
  • Review each application for proper documentation, including payroll group agreement and payroll authorization forms.

What You Can Bring:

• Excellent verbal & written communication skills.
• Ability to ask probing questions, understand concerns, and overcome objections.
• Proficient in Word, Excel, and Outlook.
• Ability to learn new computer systems.
• Knowledge of customer service principles and practices.
• Teamwork – Commitment to the successful achievement of team and organizational goals through a desire to participate with and help other members of the team.
• Must possess a professional, friendly attitude.
• Strong attention to detail.
• Ability to handle multiple tasks and deadlines.
• Ability to professionally handle and resolve escalated issues.
• Ability to be reliable and punctual.

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 a company-matched 401 (k) 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.