Customer Service Representative - Annuities - $500 SIGN ON BONUS at Global Atlantic Financial Group

Hartford, Connecticut, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Insurance, Financial ServicesIndustries

Requirements

Understands insurance products, procedures, and system capabilities
Accurately answers all consumer/customer questions regarding all Global Atlantic products and accurately articulates features, advantages, and benefits, understanding variances by state
Knowledgeable in commission triggers by product, commission payment, and chargeback
Knowledgeable in using reporting tools and uses good judgment when supplying reports to external customers, 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 is expected
Ability to work in-office during 12-week training (Monday–Friday, 8:30am–5:00pm EST) and follow hybrid schedule afterward with 8-hour shifts between 8:00am–7:00pm EST (Monday–Thursday) or 8:00am–6:00pm EST (Friday), based on business needs

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
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
Serves as main contact for assigned sales representatives, accounts, and states
Provides a broad range of technical and operational support to clients and agents

Skills

Customer Service

Annuities

Phone Support

Contact Center

Client Advocacy

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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