Customer Service Representative I


Job Details

**Currently, we are conducting interviews mostly over video. After Labor Day, we will be in the office Monday, Tuesday and Thursday. If you have any questions regarding this policy, please reach out to ...@gafg.com.**

**COMPANY OVERVIEW**

Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers asset management and capital markets solutions across multiple strategies.

Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.

* Responds to inbound calls providing excellent customer service

* Understands annuity and life insurance products, procedures, and system capabilities

* Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State

* Receives and resolves telephone inquiries from parties of the contract within service standards

* Identify, communicate and proactively work to solve problems or issues

* Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines

* Focuses on Global Atlantics long term success by building strong (internal and external) customer relationships

* Provides a broad range of technical and operational support to clients and agents

* Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable

* Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy

* Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance

* Provides other duties as assigned by management

* Participation in team meetings and other cross functional groups is expected

* High School diploma or equivalent required; Bachelor degree or equivalent work experience preferred

* 2 + years of experience in customer service. Prior experience in Financial Services industry with knowledge of annuity products, general rules and regulations preferred

* Proven ability to grasp new products, concepts and procedures

* Demonstrated strong attention to detail with excellent organizational skills

* Strong interpersonal and team skills required

* Strong written and oral communication skills

* Excellent phone presence and presentation

* Strong PC and Software skills, especially Microsoft Office products

* Ability to maintain positive attitude and composure in dealing with difficult situations

* Ability to be flexible and prioritize activities

* Demonstrated flexibility with schedule

We encourage qualified applicants from all backgrounds to apply. As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds. Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).

This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce. This is purely voluntary but will help our mission to be inclusive.

College graduate First-generation college graduate In the process of completing my college degree Some college education High school graduate/GED I don't wish to answer





 Global Atlantic Financial Group

 06/01/2024

 All cities,IN