Customer Service Representative

Global Atlantic Financial Group

Job Location:

Des Moines, IA - USA

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

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 .

Job Title:Client Care Advocate - Preneed

Location: Des Moines IA

Start Date: February 23 2026

Pay:$19.54 per hour overtime pay

Training 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 time

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
PTO Sick Days Paid Company Holidays
Free health insurance - employee & children levels based on salary band
Training & career advancement
401(k) match and equity opportunities
Tuition adoption and lifestyle reimbursement

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
Provides other duties as assigned by management

REQUIRED QUALIFICATIONS:

High School diploma or GED required
1 years of work 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 role is not eligible for visa sponsorship now or in the future

Privacy Statement

Our 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

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 power...