Customer Service Representative - Preneed - $500 Sign on Bonus + $3,000 Equity

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

Job Title: Client Care Advocate - Preneed

 Location: Batesville, IN

Start Date: July 14, 2025

Pay: $17.58 per hour + overtime pay

Training Duration: 6-8 weeks (Monday-Friday, 8:30 am - 5:00 pm EST)

Post-Training Schedule: Hybrid schedule (3 days in the office, 2 days from home)

Working Hours: 8-hour shift, Monday-Friday, hours after training will be 9:30-6pm EST, need to be flexible with shift time

Perks and Benefits:

• $3,500 sign-on bonus (including $500 cash and $3,000 equity)
• 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
• 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 

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

#LI-AM1

#LI-Hybrid 

Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 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.