Customer Service Representative

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.

Client Care Advocate – Annuities

Start Date: December 1, 2025

Location: Batesville, IN

Hourly Rate: Hartford - $17.58 per hour + overtime pay and bonus opportunities

Paid Training:

• Training lasts approximately 12 weeks
• Training hours are Monday – Friday, in-office, from 8:30am – 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 sign-on bonus
• All IT equipment provided
• Hybrid work schedule after training period (M -TH in office)
• 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 Batesville, IN or 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 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 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:

• Bachelor’s 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-KK1

Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.

Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives.  Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.

The base salary range for this role is

$30,000—$57,000 USD

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.