Global Atlantic
Customer Service Representative - Annuities - $500 SIGN ON BONUS
Global Atlantic, Des Moines, Iowa, United States, 50319
Customer Service Representative – Annuities – $500 Sign‑On Bonus
Join Global Atlantic as a Customer Service Representative focused on annuity products. This position is based in Des Moines, IA, with a start date of February 23, 2026.
Hourly Rate: $19.54 per hour + overtime. One‑time $500 sign‑on bonus.
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), Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long‑term financial security for millions of individuals worldwide.
Training & Schedule
Training lasts approximately 12 weeks: Monday‑Friday, 7:30 am – 4:00 pm Central, in‑office.
Training includes classroom sessions and time on the phone in the contact center.
After training, a hybrid schedule: Monday‑Thursday 7:00 am – 6:00 pm Central; Friday 7:00 am – 5:00 pm Central.
Post‑training shift: 8‑hour shift between 8:00 am and 7:00 pm EST, depending on business needs.
Perks & Benefits
$500 sign‑on bonus;
All IT equipment provided;
Hybrid work schedule after training;
Free lunch and parking;
Referral bonuses;
Eligible for annual bonus;
Comfortable workspaces and game rooms;
12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off;
Free health insurance – employee & children levels based on salary band;
Training & career advancement;
401(k) match and equity opportunities;
Tuition, adoption, and lifestyle reimbursement.
Position Overview Global Atlantic has an exciting opportunity for a Customer Service Specialist. The role involves processing insurance support phone calls, post‑call activities, and completing call‑back commitments for annuity customers. Responsibilities include handling inbound calls, documenting conversations, resolving inquiries, and maintaining accurate records.
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 hard‑copy files where applicable;
Receives and resolves telephone inquiries from parties of the contract within service standards;
Identifies, communicates, and proactively works to solve problems or issues;
Accurately answers all consumer/customer questions regarding all Global Atlantic products and articulates features, advantages, and benefits, including state variances;
Investigates client requests or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines;
Builds strong internal and external customer relationships to support long‑term success;
Reports to work at the start of the scheduled shift and records all calls for quality assurance;
Main contact for assigned sales representatives, accounts, and states;
Provides technical and operational support to clients and agents;
Uses reporting tools and exercises good judgment when supplying reports to external customers, ensuring no privacy breach;
Participates in team meetings and other cross‑functional groups;
Knows commission triggers by product and channel, commission payment, and chargeback processes;
Performs 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 Qualifications
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;
Strong written and oral communication skills;
Excellent phone presence and presentation;
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.
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.
Legal Statement 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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Hourly Rate: $19.54 per hour + overtime. One‑time $500 sign‑on bonus.
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), Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long‑term financial security for millions of individuals worldwide.
Training & Schedule
Training lasts approximately 12 weeks: Monday‑Friday, 7:30 am – 4:00 pm Central, in‑office.
Training includes classroom sessions and time on the phone in the contact center.
After training, a hybrid schedule: Monday‑Thursday 7:00 am – 6:00 pm Central; Friday 7:00 am – 5:00 pm Central.
Post‑training shift: 8‑hour shift between 8:00 am and 7:00 pm EST, depending on business needs.
Perks & Benefits
$500 sign‑on bonus;
All IT equipment provided;
Hybrid work schedule after training;
Free lunch and parking;
Referral bonuses;
Eligible for annual bonus;
Comfortable workspaces and game rooms;
12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off;
Free health insurance – employee & children levels based on salary band;
Training & career advancement;
401(k) match and equity opportunities;
Tuition, adoption, and lifestyle reimbursement.
Position Overview Global Atlantic has an exciting opportunity for a Customer Service Specialist. The role involves processing insurance support phone calls, post‑call activities, and completing call‑back commitments for annuity customers. Responsibilities include handling inbound calls, documenting conversations, resolving inquiries, and maintaining accurate records.
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 hard‑copy files where applicable;
Receives and resolves telephone inquiries from parties of the contract within service standards;
Identifies, communicates, and proactively works to solve problems or issues;
Accurately answers all consumer/customer questions regarding all Global Atlantic products and articulates features, advantages, and benefits, including state variances;
Investigates client requests or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines;
Builds strong internal and external customer relationships to support long‑term success;
Reports to work at the start of the scheduled shift and records all calls for quality assurance;
Main contact for assigned sales representatives, accounts, and states;
Provides technical and operational support to clients and agents;
Uses reporting tools and exercises good judgment when supplying reports to external customers, ensuring no privacy breach;
Participates in team meetings and other cross‑functional groups;
Knows commission triggers by product and channel, commission payment, and chargeback processes;
Performs 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 Qualifications
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;
Strong written and oral communication skills;
Excellent phone presence and presentation;
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.
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.
Legal Statement 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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