Customer Service Representative

Job Details
  • Life insurance
  • Health insurance
  • Gym membership
  • Pet insurance
  • Adoption assistance
  • Financial services
  • Communication skills
  • Organizational skills
  • Microsoft Office
  • Customer service
  • Bachelor’s degree
  • High school diploma or GED
Full Job Description

We are conducting interviews over video. Our employees can voluntarily return to our office, and some positions may be required to be in office. (we will share that at the interview) For most roles, we are fully supporting remote work through July 2021.


Global Atlantic is one of the fastest growing companies in the Life and Annuity industry. We are focused on the U.S. retirement and life insurance markets with a broad range of annuities and life insurance options, as well as reinsurance solutions. Our success is driven by competitive, innovative product designs, leading investment management and integrated risk management, along with highly experienced leadership.

Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.

In February 2021, KKR & Co. acquired a majority stake in Global Atlantic in a strategic transaction. Additional information can be found in our press release.


Join our Global Atlantic Operations team in Batesville, IN. Global Atlantic is currently hiring exciting full-time opportunities. Participates as an active member of a team of customer service representatives engaged in the processing of annuity and life insurance support phone calls, post call activities and completion of call back commitments involving our preneed and annuity customers, internal and external by performing the following duties.


Responds to inbound calls providing excellent customer service
Understands annuity and life insurance products, procedures, and system capabilities
Accurately answer all consumer/customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State
Receives and resolves telephone inquiries from parties of the contract within service standards
Identify, communicate and proactively work to solve problems or issues
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
Provides a broad range of technical and operational support to clients and agents
Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable
Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy
Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance
Provides other duties as assigned by management
Participation in team meetings and other cross functional groups is expected


High School diploma or equivalent required; Bachelor degree or equivalent work experience preferred
Minimum 2 years’ experience in customer service. Prior experience in Financial Services industry with knowledge of annuity products, general rules and regulations preferred
Proven ability to grasp new products, concepts and procedures
Demonstrated strong attention to detail with excellent organizational skills
Strong interpersonal and team skills required
Strong written and oral communication skills
Excellent phone presence and presentation
Strong PC and Software skills, especially Microsoft Office products
Ability to maintain positive attitude and composure in dealing with difficult situations
Ability to be flexible and prioritize activities
Demonstrated flexibility with schedules



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 are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

We are active in our communities-

New York: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
Boston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston area
Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
Batesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many others
Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
Berwyn: Food drive and will be planning an event to help a local family over the holidays
Atlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kids
Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church

Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. 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 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.

Global Atlantic Financial Company Employee Candidate Privacy Notice

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