Global Atlantic · 2 days ago
Customer Service Representative - Preneed
Des Moines, IA
Full-time
Hybrid
Entry Level
$19.54/hr - $19.54/hr
1+ years expGlobal Atlantic is a leading provider of retirement security and investment solutions. They are seeking a Customer Service Representative to provide excellent customer service, handle inquiries, and support clients and agents with a focus on building strong customer relationships.
Financial ServicesInsuranceLife InsuranceRetirement
No H1B
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
Qualification
Required
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
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
Global Atlantic
Global Atlantic is helping individuals and families think ahead for financial security.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.01B2020-07-08Acquired
2013-05-13Private Equity· $1.01B
2004-01-01Private Equity
Leadership Team
Allan Levine
Chairman and Chief Executive Officer
Timothy Bridgers
Managing Director of Preneed
Recent News
2025-12-03
Company data provided by crunchbase