Annuities Customer Service Representative

Job Description

About the Role

Title: Annuities Customer Service Representative – $500 SIGN ON BONUS!

Location: Des Moines United States

Job Description:

Des Moines, Iowa, United States

COMPANY OVERVIEW

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

We are looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.

The KKR-Global Atlantic partnership – The Global Atlantic Story

Greenhouse is our scheduling tool and we communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.

POSITION OVERVIEW – $500 Sign on Bonus!!

Start Date: September 9th, 2024

This position is known internally as a Client Care Advocate.

Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Des Moines, IA and pays $19.54 per hour. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post call activities and completion of call back commitments involving our annuity customers, internal and external, by performing the following duties:

RESPONSIBILITIES:

Understands insurance products, procedures, and system capabilities

Responds to inbound calls providing excellent customer service

Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable

Receives and resolves telephone inquiries from parties of the contract within service standards

Identify, communicate, and proactively work to solve problems or issues

Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State

Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines

Focuses on Global Atlantic’s long-term success by building strong (internal and external) customer relationships

Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance.

Main contact for assigned sales representatives, accounts, and states

Provides a broad range of technical and operational support to clients and agents

Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy

Participation in team meetings and other cross functional groups is expected

This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel

Provides other duties as assigned by management

REQUIRED QUALIFICATIONS:

Bachelor’s degree or equivalent work experience

1+ years’ experience in customer service

Strong PC and Software skills, especially Microsoft Office products

Insurance industry knowledge is a plus

PREFERRED QUALIFICATION:

Proven ability to grasp new products, concepts, and procedures

Understanding of the industry, sales process, and distribution channel

Strong attention to detail with excellent organizational skills

Great interpersonal and team skills required

Strong written and oral communication skills

Excellent phone presence and presentation

Ability to maintain positive attitude and composure in dealing with difficult situations

Demonstrated flexibility with schedules and time management

This position is not eligible for visa candidates now or in the future.

AMAZING Benefits

#LI-BB1

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.

TOTAL REWARDS STATEMENT

Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

New York: StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project

Boston: Cradles to Crayons, Boston’s Healthcare for the Homeless, Thompson Island Outward Bound, Rosie’s Place, Catie’s Closet, Project Bread, Rise Against Hunger, Space to Thrive

Hartford: Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way

Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation

Batesville: So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation

Des Moines: United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop

Berwyn/Wayne: Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite

Bermuda: Keep Bermuda Beautiful, Center Against Abuse, Trunk Island Nature Reserve, Bermuda Economic Development Corporation

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family.

Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status.

Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email benefits@gafg.com.

Global Atlantic Privacy Statement

Our employees are in the office 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, please contact recruiting@gafg.com.