Customer Service Representative - Annuities - $500 SIGN ON BONUS

Global Atlantic is a leading provider of retirement security and investment solutions. They are seeking a Customer Service Specialist who will be responsible for processing insurance support phone calls and providing excellent customer service to annuity customers.

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

Skills

• 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
• 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

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
• 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

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