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

Private

Total Funding

$1B

Founded

2004

Headquarters

New York, New York

Growth & Insights
Headcount

6 month growth

6%

1 year growth

16%

2 year growth

33%
Locations
Hartford, CT, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Sales
Communications
Customer Service
CategoriesNew
Sales & Account Management
Customer Success Management
Requirements
  • 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
Responsibilities
  • 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