- 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
- Scan paper applications
- 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
- Working reports
- 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
- 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
- Reliable and predictable attendance of your assigned shift
- Ability to work full time and/or part time based on the position specifications.
- High School Diploma or equivalent.
- Preferred 1 year in a job requiring similar skill set.
- Insurance Experience a Plus
- Office admin experience a plus
New Business Specialist I - McKinney, United States - Globe Life Inc.
Description
New Business Specialist I
Primary Duties & Responsibilities
Maintain a positive work atmosphere by behaving and communicating in a manner so that you maintain a professional relationship with customers, co-workers and management.
This position is within the New Business Department of Liberty National. The specialist will scan in paper applications through Captiva program, key information on applications, and preform export as end of the day. Help key applications through ISA, assist with daily reports, and ensure all applications are processed daily. Specialist will also be working reports from OnBase and those emailed out. Will also be responsible to mailing out Policy prints to Agency Offices. Will work in Resonant to issue policies. Other work can be added or removed as needed.
This role is 100% in office Monday-Friday
Primary Duties & Responsibilities:
Required Skills
Applicable to all employees of Globe Life & Accident and its subsidiaries:
Required Knowledge & Experience