Preneed Customer Service Representative

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. 

This position is not eligible for visa candidates now or in the future.  We have lifted our vaccination requirement at this time.

Location Options: Des Moines, IA ($19.54 per hour) or Batesville, IN ($17.58 per hour)

Start Date: April 22, 2024

Training Duration: 6-8 weeks (Monday-Friday, 8:30 am - 5:00 pm EST)

Post-Training Schedule: Hybrid schedule (3 days in the office, 2 days from home)

Working Hours: 8-hour shift, Monday-Friday, start time between 9:30 am - 10:30 am EST

Perks and Benefits:

• $3,500 sign-on bonus (including $500 cash and $3,000 equity)
• All IT equipment provided
• Hybrid work schedule (2 days at home, 3 days in the office)
• Free lunch and parking
• $500 referral bonus

Responsibilities:

• Understand insurance products, procedures, and system capabilities
• Provide excellent customer service by responding to inbound calls
• Document phone conversations and written communication
• Resolve telephone inquiries from contract parties
• Identify and proactively solve problems or issues
• Answer customer questions and explain Global Atlantic products
• Investigate and resolve client requests or complaints
• Build strong customer relationships
• Report to work on scheduled shift and have calls recorded for quality assurance
• Act as the main contact for assigned sales representatives, accounts, and states
• Provide technical and operational support to clients and agents
• Use reporting tools and judgment when supplying reports to external customers
• Participate in team meetings and cross-functional groups
• Understand commission triggers, payments, and chargebacks
• Perform other assigned duties by management

Required Qualifications:

• Bachelor's degree or equivalent work experience
• 1+ years of customer service experience
• Strong PC and software skills, including Microsoft Office
• Insurance industry knowledge is a plus

Preferred Qualifications:

• Ability to grasp new products, concepts, and procedures
• Understanding of the industry, sales process, and distribution channels
• Strong attention to detail and organizational skills
• Excellent interpersonal and team skills
• Strong written and oral communication skills
• Excellent phone presence and presentation
• Ability to maintain a positive attitude in difficult situations
• Demonstrated flexibility with schedules and time management

#LI-AM1

#LI-HYBRID 

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: Crad