Customer Service Representative
Class of, Sign On Bonus
Posted on 3/26/2024
Global Atlantic

1,001-5,000 employees

Provides tailored retirement and life insurance solutions
Company Overview
Global Atlantic Financial Group, a leading insurance company, provides tailored retirement and life insurance solutions backed by a strong financial foundation and risk and investment management expertise. The company's culture emphasizes integrity, teamwork, and long-term client relationships, fostering a collaborative and performance-driven work environment. As a subsidiary of KKR, a global investment firm, Global Atlantic leverages KKR's investment capabilities, scale, and access to capital markets, offering employees significant opportunities for responsibility and growth.
Financial Services

Company Stage


Total Funding





New York, New York

Growth & Insights

6 month growth


1 year growth


2 year growth

Hartford, CT, USA
Experience Level
Desired Skills
Customer Service
Sales & Account Management
Customer Success Management
  • Bachelor's degree or equivalent work experience
  • 1+ years' experience in customer service
  • Strong PC and Software skills, especially Microsoft Office products
  • Insurance industry knowledge is a plus
  • Understands insurance products, procedures, and system capabilities
  • 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
  • Identify, communicate, and proactively work to solve problems or issues
  • Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State
  • Investigates client request 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
  • Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance
  • Main contact for assigned sales representatives, accounts, and states
  • Provides a broad range of technical and operational support to clients and agents
  • Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy
  • Participation in team meetings and other cross functional groups is expected
  • This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel
  • Provides other duties as assigned by management