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Client Care Specialist

2 months ago

Batesville, Arkansas, United States Global Atlantic Full time

COMPANY OVERVIEW

Global Atlantic Financial Group stands as a prominent entity in the U.S. life insurance and annuity sector, catering to the diverse needs of both individuals and institutions. As a wholly-owned subsidiary of KKR, a distinguished global investment firm, we provide alternative asset management across various strategies and capital market solutions.

We are committed to fostering a diverse team of skilled professionals who enhance our culture of collaboration and innovation. Our dedication to the career advancement of our employees is rooted in the understanding that they are vital to our sustained success. Join us and embark on a journey of growth.

POSITION OVERVIEW - $500 Sign on Bonus

This role is internally recognized as a Client Care Advocate.

Global Atlantic offers an exciting opportunity for a Customer Service Specialist position. This role involves being part of a dedicated team of customer service representatives who handle insurance support inquiries, post-call activities, and follow-up commitments for our annuity clients. The position entails the following responsibilities:

KEY RESPONSIBILITIES:

  • Comprehend insurance products, processes, and system functionalities.
  • Respond to incoming calls while delivering exceptional customer service.
  • Document conversations and written correspondence in a database or tracking system, ensuring accurate maintenance of corresponding hard copy files where necessary.
  • Address and resolve telephone inquiries from contract parties within established service standards.
  • Identify, communicate, and proactively address issues or challenges.
  • Provide accurate responses to all customer inquiries regarding Global Atlantic products, clearly articulating features, advantages, and benefits while understanding state-specific variances.
  • Investigate client requests or complaints using system and contract provisions to deliver resolutions within defined administrative and compliance guidelines.
  • Focus on Global Atlantic's long-term success by cultivating strong relationships with both internal and external customers.
  • Be the primary contact for assigned sales representatives, accounts, and states.
  • Offer a wide range of technical and operational support to clients and agents.
  • Utilize reporting tools judiciously and ensure privacy is maintained when providing reports to external customers.
  • Participate in team meetings and collaborate with cross-functional groups.
  • Possess knowledge of commission triggers by product, commission payments, and chargebacks by product and distribution channel.
  • Perform additional duties as assigned by management.

REQUIRED QUALIFICATIONS:

  • Bachelor's degree or equivalent professional experience.
  • Minimum of 1 year of experience in customer service.
  • Proficient in PC and software applications, particularly Microsoft Office.
  • Familiarity with the insurance industry is advantageous.

PREFERRED QUALIFICATIONS:

  • Demonstrated ability to quickly learn new products, concepts, and procedures.
  • Understanding of the industry, sales processes, and distribution channels.
  • Strong attention to detail coupled with excellent organizational skills.
  • Exceptional interpersonal and teamwork abilities.
  • Strong written and verbal communication skills.
  • Professional phone demeanor and presentation skills.
  • Ability to maintain a positive attitude and composure in challenging situations.
  • Exhibited flexibility with schedules and effective time management.
  • This position is not eligible for visa sponsorship now or in the future.

AMAZING Benefits

Global Atlantic's total rewards package reflects our corporate values, emphasizing diversity, excellence, and innovation, with a focus on inclusion, pay equity, and flexibility. We are dedicated to supporting your personal and professional growth through programs such as educational assistance, fitness reimbursement, and comprehensive health plans.

COMMUNITY ENGAGEMENT:

We actively participate in our communities through various charitable initiatives and outreach programs.

Global Atlantic is committed to fostering an inclusive environment where every individual can contribute meaningfully to our success. We are proud to be an equal opportunity employer, ensuring that all qualified applicants receive consideration for employment without discrimination based on any protected status.