Customer Service Representative - $500 Sign on Bonus at Global Atlantic Financial Group

Batesville, Indiana, United States

Global Atlantic Financial Group Logo
Not SpecifiedCompensation
Entry Level & New GradExperience Level
Full TimeJob Type
UnknownVisa
Insurance, Financial ServicesIndustries

Requirements

  • Understands insurance products, procedures, and system capabilities
  • Knowledgeable in commission triggers by product, commission payment, and chargeback by product and distribution
  • Knowledgeable in using reporting tools and using good judgment when supplying reports to external customers while ensuring no breach in privacy
  • Comfortable with having all calls recorded for quality assurance
  • Responsible for reporting to work at the start of scheduled shift
  • Participation in team meetings and other cross-functional groups expected
  • Ability to work an 8-hour shift between 8:00am EST and 7:00pm EST (Monday-Thursday 8:00am–7:00pm EST, Friday 8:00am–6:00pm EST) after training
  • Ability to attend paid training (approximately 12 weeks, Monday–Friday, in-office, 8:30am–5:00pm EST)

Responsibilities

  • 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
  • Identifies, communicates, and proactively works to solve problems or issues
  • Accurately answers all consumer/customer questions regarding all Global Atlantic products and accurately articulates features, advantages, and benefits, understanding variances by state
  • Investigates client requests 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
  • Main contact for assigned sales representatives, accounts, and states
  • Provides a broad range of technical and operational support to clients and agents

Skills

Key technologies and capabilities for this role

Customer ServiceAnnuitiesPhone SupportContact CenterClient AdvocacyInsurance Products

Questions & Answers

Common questions about this position

What is the pay rate and are there any bonuses for this Customer Service Representative role?

The hourly rate is $17.58 per hour for Hartford, plus overtime pay, a $500 sign-on bonus, referral bonuses, and eligibility for an annual bonus.

What is the work schedule and location policy for this position?

The role is based in Batesville, IN or Hartford, CT with paid in-office training for 12 weeks (Mon-Fri 8:30am-5:00pm EST), followed by a hybrid schedule (M-Th in office) and 8-hour shifts between 8:00am-7:00pm EST Mon-Thu or 8:00am-6:00pm Fri.

What skills are required for the Customer Service Specialist role?

Key skills include understanding insurance products, procedures, and system capabilities; providing excellent customer service on inbound calls; documenting conversations accurately; resolving inquiries within service standards; and proactively solving problems.

What benefits does Global Atlantic offer for this position?

Benefits include a $500 sign-on bonus, all IT equipment provided, free lunch and parking, 17 days annual PTO plus 11 holidays and volunteer time off, free health insurance for employee and children, 6% 401(k) match, equity opportunities, tuition reimbursement, and career advancement.

What makes a strong candidate for this Customer Service Representative position?

Strong candidates demonstrate the ability to understand insurance products, deliver excellent customer service on inbound calls, accurately document interactions, resolve inquiries efficiently, and proactively identify and solve problems.

Global Atlantic Financial Group

Provides capital and risk management solutions

About Global Atlantic Financial Group

Global Atlantic Financial Group specializes in providing capital and risk management solutions for global retirement and life insurance companies. They offer products like annuities, which provide a steady income stream for retirees, and focus on building long-term partnerships by understanding their clients' financial goals. The company generates revenue through fees and premiums from their financial products and emphasizes a culture of integrity and commitment to clients and communities. Their goal is to create tailored solutions that meet the specific needs of their clients.

New York City, New YorkHeadquarters
2004Year Founded
$986.7MTotal Funding
BUYOUTCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

Health Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Mental Health Support
Wellness Program
Flexible Work Hours
Hybrid Work Options

Risks

Economic downturns could impact the preneed insurance market with SCI.
Technical challenges may arise from new standardized messaging systems.
Reliance on third-party tech solutions poses potential security vulnerabilities.

Differentiation

Global Atlantic excels in investment and risk management within the insurance industry.
The company has strong institutional partnerships, enhancing its client-centric approach.
Global Atlantic's affiliation with KKR provides a robust financial foundation.

Upsides

Partnership with SCI positions Global Atlantic as a leader in preneed insurance.
Adoption of Sonrai Security's technology enhances operational efficiency and security.
Public-private investment solutions align with Global Atlantic's innovative capital strategies.

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