New Business Specialist - DocuSign Processor
Globe Life Inc.

McKinney, Texas

Posted in Insurance
25 days ago

Job Info

This position will assist with the workload pertaining to but not limited to processing all COD's returned using the DocuSign process. This individual will be primarily responsible for processing and sending COD's to agents, clients, and related external parties to obtain required signatures on documents. The individual will process the returned signed DocuSign document to issue the policy in accordance with department guidelines. Communicate with internal and external customers as needed regarding document processing.

Key Responsibilities;

  • Processing DocuSign COD's to send to external parties
  • Processing returned COD's using the DocuSign process in accordance with department guidelines
  • Emailing and communicating with Agency Owners, Agents, and Quality Managers
  • Managing and working emails daily
  • Maintain required reporting for tracking of COD's processed and issued
  • Additional tasks as assigned by management

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