Customer Service Representative - Annuities - $500 SIGN ON BONUS
Customer Service Representative - Annuities - $500 SIGN ON BONUS
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1 Vacancy
Job Description
About Global Atlantic
Global 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 .
Client Care Advocate Annuities
Start Date: Monday August 11 2025
Location: Hartford CT
Hourly Rate: $21.49 per hour overtime with a $500 sign-on bonus
Paid Training:
- Training lasts approximately 12 weeks
- Training hours are Monday Friday in-office from 9:00am 5:00pm EST and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls.
- After training you will follow a hybrid schedule.
- Our contact center is open as follows:
- Monday - Thursday 8:00am - 7:00pm EST.
- Friday 8:00am - 6:00pm EST
This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST.
Perks and Benefits:
- $500 cash sign-on bonus
- All IT equipment provided
- Hybrid work schedule after training period
- Free lunch and parking
- Referral bonuses
- Eligible for annual bonus
- Comfortable workspaces and game rooms
- 17 days annual PTO plus 11 holidays and volunteer time off
- Free health insurance - employee & children levels based on salary band
- Training & career advancement
- 6% 401(k) match and equity opportunities
- Tuition adoption and lifestyle reimbursement
POSITION OVERVIEW
Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford CT. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls post call activities and completion of call back commitments involving our annuity customers internal and external by performing the following duties:
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 Atlantics 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
REQUIRED QUALIFICATIONS:
- Bachelors 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
PREFERRED QUALIFICATION:
- Proven ability to grasp new products concepts and procedures
- Understanding of the industry sales process and distribution channel
- Strong attention to detail with excellent organizational skills
- Great interpersonal and team skills required
- Strong written and oral communication skills
- Excellent phone presence and presentation
- Ability to maintain positive attitude and composure in dealing with difficult situations
- Demonstrated flexibility with schedules and time management
- This position is not eligible for visa candidates now or in the future.
#LI-HYBRID
Our employees are in the office5 days per week in New York and 4 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
Employment Type
Hourly
