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Full-Time

Customer Service Representative

Class of, Sign On Bonus

Posted on 3/26/2024

Global Atlantic

Global Atlantic

1,001-5,000 employees

Offers retirement and investment management solutions

Fintech
Financial Services

Compensation Overview

$21.49Hourly

+ Sign-on Bonus + Educational Assistance + Virtual Physical Therapy + Fitness Reimbursement + Medical Second Opinion Program + Pet Insurance + Military Leave + Parental Leave + Adoption Assistance + Fertility and Family Planning Coverage + Community Outreach + Charitable Giving Programs

Entry, Junior

Hartford, CT, USA

Category
Customer Experience
Customer Support
Customer Success & Support
Required Skills
Sales
Communications
Customer Service
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

Global Atlantic Financial Group stands out as an exceptional place to work due to its deep expertise in investment and risk management, which it applies in providing a variety of annuity products tailored for retirement planning, long-term care, and legacy building. The company's commitment to helping clients secure their financial futures fosters a culture of innovation and dedication among its employees, aligning personal success with customer satisfaction. This focus on impactful, client-oriented solutions positions it as a leader in the financial services industry.

Company Stage

Private

Total Funding

$1B

Headquarters

New York City, New York

Founded

2004

INACTIVE