Customer Service Representative - Preneed

Global Atlantic is a leading provider of retirement security and investment solutions. The Customer Service Representative - Preneed will provide excellent customer service by responding to inquiries, resolving issues, and maintaining accurate documentation of communications.

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

Skills

• 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
• 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

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

Company Overview