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Global Atlantic Financial Group

Customer Service Representative at Global Atlantic Financial Group

Global Atlantic Financial Group Des Moines, IA

Job Description

About Global AtlanticGlobal Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S. Bermuda and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR) a leading global investment firm Global Atlantic combines deep insurance expertise with KKRs powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide. With a broad suite of annuity preneed life insurance reinsurance and investment solutions Global Atlantic through its issuing companies helps people achieve their financial goals with confidence. For more information please visit .Job Title:Client Care Advocate - PreneedLocation: Des Moines IAStart Date: February 23 2026Pay:$19.54 per hour overtime payTraining Schedule: 6-8 weeks (Monday-Friday 7:30 am - 4:00 pm CST)Post-Training Schedule: 8-hour shift Monday-Friday hours after training will be 8:30-5pm CST need to be flexible with shift timePerks and Benefits:$500 cash sign-on bonusAll IT equipment providedHybrid work schedule after training periodFree lunch and parkingReferral bonusesEligible for annual bonusComfortable workspaces and game roomsPTO Sick Days Paid Company HolidaysFree health insurance - employee & children levels based on salary bandTraining & career advancement401(k) match and equity opportunitiesTuition adoption and lifestyle reimbursementRESPONSIBILITIES:Understands insurance products procedures and system capabilitiesResponds to inbound calls providing excellent customer serviceDocuments telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicableReceives and resolves telephone inquiries from parties of the contract within service standardsIdentify communicate and proactively work to solve problems or issuesAccurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features advantages and benefits and understanding the variances by StateInvestigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelinesFocuses on Global Atlantics long-term success by building strong (internal and external) customer relationshipsResponsible 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 statesProvides a broad range of technical and operational support to clients and agentsKnowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacyParticipation in team meetingsProvides other duties as assigned by managementREQUIRED QUALIFICATIONS: High School diploma or GED required1 years of work experience in customer serviceStrong PC and Software skills especially Microsoft Office productsInsurance industry knowledge is a plusPREFERRED QUALIFICATION:Proven ability to grasp new products concepts and proceduresUnderstanding of the industry sales process and distribution channelStrong attention to detail with excellent organizational skillsGreat interpersonal and team skills requiredStrong written and oral communication skillsExcellent phone presence and presentationAbility to maintain positive attitude and composure in dealing with difficult situationsDemonstrated flexibility with schedules and time managementThis role is not eligible for visa sponsorship now or in the futurePrivacy StatementOur employees are in the office5 days per week inNew York and4 days per week in all other offices. If you have questions on this policy or the application process please reach out to Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements state and federal laws.Required Experience:Unclear Seniority Key Skills Typing,Data Entry,Customer Service,Basic Math,Computer Skills,Windows,Banking,Upselling,Pricing,Sanitation,Cash Handling,Stocking Employment Type : Hourly Experience: years Vacancy: 1

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