Full-Time

Preneed New Business Case Manager

Posted on 10/30/2024

Global Atlantic Financial Group

Global Atlantic Financial Group

1,001-5,000 employees

Provides capital and risk management solutions

Fintech
Financial Services

Compensation Overview

$31k - $58.8kAnnually

+ Annual Cash Bonuses + Long-term Incentives + Sales Incentives

Entry, Junior

Batesville, IN, USA

Employees are required to be in the office 3-4 days per week.

Category
Insurance
Finance & Banking
Requirements
  • High School diploma or GED required
  • Established excellent communication skills, both verbally and written.
  • Professional phone presence and presentation.
  • Experience in Insurance Operations a plus.
  • Proven ability to grasp new products, concepts and procedures.
  • Strong interpersonal and team skills required.
  • Flexible as business priorities change.
  • Proficiency with Microsoft Office including Word, Excel, Outlook.
  • Ability to work in multiple databases at one time.
  • Ability to maintain positive attitude and composure in dealing with difficult situations.
Responsibilities
  • Working knowledge of insurance products, procedures and system capabilities.
  • Data entry with attention to detail and accuracy on a daily basis.
  • Review documents and identify all applications that are not in good order.
  • Place outbound phone calls and take incoming phone calls to explain outstanding application requirements.
  • Document casework in admin and workflow systems.
  • Develop professional and dependable working relationships with all accounts and producers.
  • Meet individual productivity goals.
  • Remain current on all changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
  • Identify, communicate, and proactively work to solve problems or issues.
Global Atlantic Financial Group

Global Atlantic Financial Group

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Global Atlantic Financial Group provides capital and risk management solutions primarily for retirement and life insurance companies. They help these companies manage their current financial obligations and support new business initiatives. Their main product offerings include annuities, which provide a steady income stream for retirees, and these are issued by their subsidiary, Forethought Life Insurance Company. Global Atlantic distinguishes itself from competitors by focusing on long-term institutional partnerships and understanding the unique financial goals of their clients, allowing them to offer tailored solutions. The company's goal is to maintain a purpose-driven culture that emphasizes integrity and a commitment to both clients and communities, while also investing in their people to foster a successful environment.

Company Stage

Acquired

Total Funding

$986.7M

Headquarters

New York City, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

41%

1 year growth

41%

2 year growth

41%
Simplify Jobs

Simplify's Take

What believers are saying

  • The groundbreaking partnership with Service Corporation International positions Global Atlantic as a leader in the preneed insurance market.
  • Expansion plans, including job creation in multiple offices, indicate robust business growth and opportunities for career advancement.
  • Sponsorship of initiatives like the SCORE pitch competition and Fintech Sandbox highlights Global Atlantic's commitment to innovation and community support.

What critics are saying

  • The financial services sector is highly competitive, requiring continuous innovation to maintain market position.
  • Dependence on partnerships, such as with Service Corporation International, could pose risks if these relationships falter.

What makes Global Atlantic Financial Group unique

  • Global Atlantic's focus on both in-force and new business needs sets it apart from competitors who may only specialize in one area.
  • Their client-centric approach ensures tailored solutions, enhancing client satisfaction and long-term partnerships.
  • The company's strong emphasis on integrity and community investment fosters a purpose-driven culture that resonates with clients and employees alike.

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