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 KKR’s 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 www.globalatlantic.com.
Job Title: Client Care Advocate - Preneed
Location: Batesville, IN
Start Date: February 23, 2026
Pay: $17.58 per hour + overtime pay
Training Schedule: 6-8 weeks (Monday-Friday, 8:30 am - 5:00 pm EST)
Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 9:30-6pm EST, 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 Atlantic’s 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 office 5 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 [email protected]
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.
