Licensing and Contracting Speacialist

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

The Global Atlantic & KKR Partnership Story

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Position Overview

The Agent Licensing & Contracting Specialist is responsible for reviewing, processing and maintaining Marketing Organization, Firm and Producer data to support sales growth initiatives.  Responsible for the ongoing producer review to ensure all producers and uplines remain compliant.   This position will draw upon skills in research, attention to detail, multiple system navigation and communication.  The Licensing & Contracting Specialist will need to be a self-starter, detailed oriented, organized, team player and a quick learner.  Join our Global Atlantic Operations team in Batesville, Indiana.

• Provide guidance to the Sales Team on the process and structure of setting up a new Marketing Organization and their downlines.
• Perform an upfront review of Producer documents, commission and hierarchy structure to ensure all required credentials are in good order.
• Request background investigations. Interpret information to determine Producer’s appointment status with Forethought Life Insurance Company.
• Become the subject matter expert to understand and support state licensing requirements and procedures.
• Maintain databases and systems to thoroughly document work activity and ongoing communication.
• Onboard and maintain Firm data and product information.
• Develop professional and dependable working relationships across the organization and with external customers.
• Assist in swift escalation resolution.
• Monitor and provide timely response to customer requests while meeting department standards, including operational measures of responsiveness and quality.
• Ability to perform and effectively report the results of system Firm, Commissions, Product and Producer UAT testing.
• Identify and escalate trends, issues and make recommendations for efficiencies and improvements.
• Support time-sensitive projects based on department goals and initiatives.
• Support Debit Balance, Commission and Licensing phone queues.
• Assist in training and mentoring. Cross train and work across lines of business to back up the Debit Balance and Commission team.
• Other responsibilities as assigned.

QUALIFICATIONS

Required:

• Proven ability to quickly and effectively grasp new or changing procedures and concepts.
• Motivated self-starter.
• Professional phone presence and presentation.
• Ability to maintain a positive attitude and composure in dealing with difficult situations.
• Excellent verbal and written communication skills.
• Demonstrated team player and ability to effectively work in a team environment.
• Strong attention to detail, high quality performance and solid productivity skills.
• Ability to multi-task, prioritize and meet assigned deadlines.
• Adhere to the Operations Attendance Policy.
• Ingenium knowledge preferred.
• Insurance experience a plus.

This role is not eligible for visa sponsorship now or in the future

 

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Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlant