New Business Team Lead (14301)

  • Globe Life Family Heritage Division
  • McKinney, TX, United States

Job Description


The New Business department is seeking a positive individual to join our team as New Business Team Lead. This position will serve as a partner to the New Business Supervisors for UA and Military/ESD. The Team Lead will cross train into all of the specialist's roles in order to audit, quality control, variation of tasks including providing assistance with policy conversions, policy reissues, accounting, Daily reports, Annuities, and updating training manuals for each specialist. This person will provide refresher trainings, and offer insights on how responsibilities can be rerouted, or processes retooled in order to increase efficiency. The Team Lead will also serve as the backup Supervisor during absences, and fill in as needed on the team to ensure production guidelines are met. This position will track trends (if any) and notify management.


  • Hold refresher trainings on policy and procedures quarterly
  • Notify team members and assist in training on new procedures and compliance adherence
  • Special Projects as assigned including the implementation and refreshing of procedure manuals
  • New Business coder tracking report
  • Escalated issues and special exceptions
  • Liaison between departments including but not limited to Special Markets, Agency, Licensing, and IT
  • Spear head all application test projects as they are assigned by compliance, including implementation follow up
  • Fill in at meetings for the Supervisor when there is a scheduling conflict
  • Build and maintain a relationship with GMS to continue to work on process efficiencies with regard to policy prints
  • Quality check coded applications and emails to Agency
  • Initial, date stamp, and index all Journal Entries into Onbase weekly
  • Back up on all positions
  • Handle daily questions and coaching on day to day activities as needed
  • Supervisor assigned responsibilities
  • Code and process all applications submitted to UA.
  • Batch and enter applications onto tracking spreadsheet for Data Entry
  • Research complex policies that need additional attention.

  • Correspond with agents for corrections or inquiries regarding pending new business.
  • Correspond with Underwriting and Agent Services regarding questions.
  • Coordinate with 3rd party agencies to process submitted new business.
  • Maintain weekly balance report to ensure accounts match with commissions accounting each week.
  • Process all checks received with applications and coordinate with accounting to process.
  • Complete weekly pending reports and update notes.
  • Cancel/Withdraw, Reduce, modify or research problems as requested
  • Issue UA Health Policies
  • Other duties as required


Required Skills:


  • Good written and verbal communication skills. Must have good organization skills. Good basic math skills. Must be very detail-oriented. Microsoft office required, including strong Excel skills.

Required Experience:


  • High School Diploma. 1-3 years in a job requiring similar skill sets.

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