Full-Time

Policy Care Representative II

Annuity Processor

Posted on 5/14/2024

Global Atlantic

Global Atlantic

1,001-5,000 employees

Provides life insurance and annuity products

Financial Services

Mid

Des Moines, IA, USA

Required Skills
Communications
Requirements
  • Prior experience in financial Services industry with knowledge of annuity products
  • General knowledge of Insurance administration system (Ingenium)
  • Ability to adapt and learn processes in an ever-changing environment
  • Excellent organization and attention to detail
  • Exceptional data entry and navigation skills
  • Desire to meet and exceed customer expectations
  • Proficiency with Microsoft Office including Word, Excel, Outlook
  • Strong written and verbal communication skills
Responsibilities
  • Responds to post issue policyholder service requests timely and accurately
  • Understands annuity and life insurance products, procedures, and system capabilities
  • Complies with productivity and quality expectations
  • Investigates and collaborates on complex or escalated situations
  • Builds strong customer relationships
  • Seeks process improvement for better results
  • Documents policy administration changes and written communication
  • Demonstrates adaptability to changing processes and regulatory requirements
  • Reports to work at scheduled shifts
  • Assumes shared responsibility for team goals and initiatives

Global Atlantic Financial Group offers a range of life insurance and annuity products designed to help individuals and institutions achieve their financial goals. Their solutions leverage investment and risk management expertise to provide options for retirement planning, income generation, long-term care expenses, and leaving a legacy.

Company Stage

Private

Total Funding

$1B

Headquarters

New York, New York

Founded

2004

Growth & Insights
Headcount

6 month growth

7%

1 year growth

13%

2 year growth

35%