Global Atlantic Financial Group
Customer Service Representative - Preneed
Global Atlantic Financial Group, Batesville, Indiana, United States, 47006
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 customers 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 benefits@gafg.com
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.
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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 customers 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 benefits@gafg.com
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.
#J-18808-Ljbffr