Texas New Business Specialist

We are adding a Texas New Business Specialist
to our team!

Who We Are:

Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialized in a suite of innovative insurance products for life’s journey. We are committed to delivering on our promises across generations with collaboration and compassion.

NGL Insurance Company (NGL) Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.

With over 100 years of experience, our passion is to serve people. Learn more by clicking here or visiting https://www.youtube.com/watch?v=JlB7J8740hU. 

A Day in the Life:

The Texas New Business Specialist primarily processes Texas life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines. Texas New Business Specialists are accountable for accuracy standards, auditing and turnaround standards based on product type. In this role, work is performed under general supervision.

Primary Responsibilities: 

• Accurately process a minimum of 60 Texas preneed applications per week.
  • Creation and completion of the Texas Compliance Worksheet.
  • Review of the application and contract to ensure all regulatory/compliance guidelines and state requirements are met.
  • Make corrections on the contract when applicable.
•  Assist with accurately processing routine and moderately complex Non-Texas life insurance and annuity applications.
  • Process the majority of life insurance and annuity applications using various administration systems.
  • Maintain the privacy of customers and protect sensitive data.
  • Review, manage and resolve pending policies to completion.
• Escalate and assist senior level team members in resolving complex or unusual cases.
  • Review unclear requests and system errors and escalate appropriately.
  • Document the steps taken to solve the issue.
• Identify process improvement opportunities.
  • Recommend improvements to processes and procedures.
  • Assist in implementing process improvements.
• Accurately audit newly issued policies against the application and contract pages.
• Assist in Texas Department of Banking standard audit
• Help ensure team standards and goals are maintained.
• Process applications in the workflow queues and other work according to team standards.
• Assist team members to meet turnaround expectations.Actively participate in team meetings and team building activities.
• Assist in resolving errors by reviewing and escalating appropriately when needed.
• Perform other related work as requested or required.
  

Schedule: This is full-time hourly position. Primary hours, Monday through Friday, between the hours for 8am and 5pm; or as needed for department coverage.  

Essential to Your Success:

• Organized, analytical and detailed oriented
• Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards
• Intermediate communication skills, both written and verbal
• Motivated "self-starter" with a commitment of personal growth
• General PC knowledge including Microsoft Office
• Ability to maintain customer confidence through confidentiality
• Ability to work independently and manage time effectively
• Must be able to work within a team environment
• Typing speed of 40 word per minute

Education Requirements:

• Minimum High School or GED

Years of Experience:

• A minimum of one year office experience preferred.
• A minimum of one year of data entry or insurance administration experience preferred.
•  A minimum of six months of NGL experience preferred.

What We Offer:

At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

• 20 days of Paid Time Off growing to 25 days after 5 years
• 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
• Health care, dental and vision plans
• Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account 
• Annual bonus based on individual and company performance
• Paid Parental Leave
• 401(k) match up to 9%
• Paid Sabbatical after 8 years
• Paid Volunteer Time
• Education Assistance Program
• Employee Recognition Program
• And much more!
  

Click here or visit https://nglic.wistia.com/medias/td9pvkvw9d to learn more about our comprehensive Total Rewards program.

NGL Insurance Company (NGL) is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected].