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.
Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in 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:
- 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
- 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
- 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.
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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.
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.
- StreetWise Partners, Covenant House, Partnership for New York City, City Meals on Wheels, Habitat for Humanity, Billion Oyster Project
- : 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
- : Junior Achievement, Habitat for Humanity, Oliver’s Pajama, United Way
- : Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
- : So Loved Ripley County Foster Closet, Safe Passage Family Shelter, YES Home Juvenile Rehabilitation, Ripley County Community Foundation
- : United Way of Central Iowa, Meals from the Heartland, Junior Achievement, Math Motivators, Bidwell Riverside, Orchard Place, Knock and Drop
- : Habitat for Humanity, Chester County Food Bank, Surrey Services, For Pete’s Sake Respite
- : 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 [email protected].
Please click on the links below to learn more about Global Atlantic.
Global Atlantic Privacy Statement
Our employees are in the office a week in and in all other offices. If you have questions on this policy or the application process, please contact [email protected].
What We Do
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.
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