New Business Specialist (Onsite)

Primary Duties & Responsibilities

• Receive, sort, and process incoming applications from multiple channels (mail, fax, SFTP, and email), ensuring all required forms are complete and accurate.
• Enter, track, and deliver applications using internal systems including the application tracking system and Captiva.
• Scan, index, and key applications and supporting documents with a high degree of accuracy.
• Monitor pending reports and update notes to ensure timely follow-through.
• Log and sort checks and cash received alongside applications, maintaining proper records.
• Review, sort, and distribute incoming faxes and mail delivered to New Business.
• Assemble, print, and mail policy documents and correspondence to clients and agents.
• Perform other duties as assigned.

Requirements

• A High School Diploma or equivalent required.
• At least 1 year of similar administrative experience preferred.
• Experience in insurance or office administration is a plus.
• Strong communication, organizational, and time management skills with keen attention to detail.
• Proficiency in Microsoft Office Suite.
• Ability to work independently and collaboratively, prioritize tasks, and meet deadlines.

Qualifications

• LOMA 281 course completion.
• Business Email Etiquette course completion.

Skills

• Administrative skills.
• Attention to detail.
• Microsoft Office Suite proficiency.

Benefits

• Competitive compensation.
• Comprehensive health, dental, and vision insurance plans.
• Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
• Paid holidays and time off.
• Parental leave.
• Discounted Texas Rangers tickets.
• Continued education reimbursement eligibility.
• Company-paid FLMI and ICA courses.
• Subsidized all-in-one subscriptions for fitness, mindfulness, nutrition, and sleep goals.
• Company-paid counseling for mental health, stress management, and work-life balance.