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).
Watch the Global Atlantic & KKR Partnership Story
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New Business Case Manager - Annuities
Start Date: Monday, January 6, 2025
Location: Hartford, CT
Hourly Rate: $22.89 per hour + overtime with a $500 sign-on bonus
Training: approximately 12 weeks, Monday – Friday, in-office, from 8:30am – 5:00pm ET
After training: you will work a hybrid schedule, 3 days/week in the office and 2 days/week from home. Shift hours are Monday - Friday 8:00am – 5:00pm ET.
COMPANY OVERVIEW
Global Atlantic Financial Group Limited is a financial services company focused on the annuity, life insurance and reinsurance markets. Through its family of brands — including Forethought and Commonwealth Re — Global Atlantic offers a broad range of retirement and protection products, as well as reinsurance solutions. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. The company today has nine offices and over $40 billion in assets.
Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The Company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. Global Atlantic invests in its people because it believes they are critical to the long-term success of its business.
Responsibilities Include:
- Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
- Conduct regular follow ups with agent, assistant, financial advisor, or back-office support staff on all outstanding requirements within published timeframes.
- Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes.
- Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
- Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
- Develop professional and dependable working relationships with our key accounts and customers.
- Review documents for accuracy to eliminate multiple call outs to advisors.
- Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
- Accurately input application data in multiple databases for tracking.
- Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity.
- Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
- Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
- Other responsibilities may be assigned.
QUALIFICATIONS
- High School diploma or GED required. College degree preferred
- 2+ years work experience.
- Knowledge of annuities and life insurance is preferred
- Customer Service or Contact Center experience is preferred
- Must demonstrate excellent communication skills, both oral and written
- Ability and willingness to support team in accomplishing team goals
- Self-starter with outstanding attention to details
- Proficiency with Microsoft Office including Word, Excel, Outlook
- Ability to work simultaneously with multiple computer systems
“AMAZING Benefits- Click on graphic below to learn more!”
#LI-AM1
#LI-Hybrid
TOTAL REWARDS STATEMENT
Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. Global Atlantic’s total rewards package is reflective of our corporate values, particularly diversity, excellence and innovation, with a focus on inclusion, pay equity, and flexibility. We strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.
Our highly competitive health, retirement, life and disability plans can be tailored to best suit your needs and those of your whole family. Global Atlantic was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefits offerings.
Global Atlantic is committed to creating an inclusive environment where everyone can meaningfully contribute to our success. We are proud to be an equal opportunity employer, and we do not discriminate in employment on any basis that is prohibited by federal, state or local laws. More than that, we strive to be inclusive of all backgrounds and experiences, which we feel gives us a competitive advantage in the market and within our firm. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, disability, age, or veteran status. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email [email protected].
Discover more about Global Atlantic below:
2023 Corporate Responsibility Report
Explore the GA Careers Video Channel
Follow Global Atlantic on LinkedIn
Global Atlantic 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 [email protected]
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.
What We Do
Global Atlantic Financial Group, through its subsidiaries, offers a broad range of retirement, life and reinsurance products designed to help our customers address financial challenges with confidence. A variety of options help Americans customize a strategy to fulfill their protection, accumulation, income, wealth transfer and end-of-life needs. In addition, Global Atlantic offers custom solutions and responsive service for the capital, risk and legacy-business management of life and annuity insurance companies around the world.
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