Processing Specialist Jobs

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COMPANY OVERVIEW
Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.

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.

We use Greenhouse as our scheduling tool and communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.

POSITION OVERVIEW
We are looking for candidates who have both the skills and passion to help us achieve customer service excellence. The New Business Resolution Specialist role reviews and resolves issues with Annuity applications that are considered "Not in Good Order." Resolution of outstanding requirements requires frequent communication with financial Professionals, their assistants, and back office operations staff to resolve application issues. The New Business Resolution Specialist will work closely and collaborate with our Third Party Administrator and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties. The successful incumbent will be afforded the opportunity, through this role, to learn about the insurance industry and financial services.

The start date for this position is August 21st.

Training will run for approximately 6-8 weeks, Monday – Friday, in-office, from 8:30am – 5:00pm EST.

After graduating from our training program you will work a hybrid schedule, 3 days/week in the office and 2 days/week from home.

Shift hours are Monday - Friday 9:30am – 6:00pm EST.

***PERKS AND BENEFITS***

• FREE lunch and parking provided!
• $500 referral bonus
• $3,500 sign on bonus- $500 cash, $3,000 equity
• Hybrid work schedule – 2 days at home, 3 days in-office
• All IT equipment provided (computer, monitors, keyboard, etc.)

Responsibilities Include:

• Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
• 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.
• Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity.
• Accurately input application data in multiple databases for tracking.
• Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
• Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
• Develop professional and dependable working relationships with our key accounts and customers.
• Conduct regular follow ups with Financial Professionals or back office support staff on all outstanding requirements within published timeframes.
• Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
• Review documents for accuracy and identify all pending requirements to eliminate multiple call outs to Financial Professionals.
• Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes.

QUALIFICATIONS

• Proficiency with Microsoft Office including Word, Excel, Outlook
• Self-starter with outstanding attention to detail
• Ability to work simultaneously with multiple computer systems
• 2+ years work experience. Knowledge of annuities and life insurance is a plus
• Willingness and ability to be flexible as business priorities shift and change
• This position is not eligible for visa candidates now or in the future.
• Must demonstrate excellent communication skills, both oral and written
• Customer Service or Contact Center experience is preferred
• Ability and willingness to support team in accomplishing team goals
• High School degree required. College degree preferred.

TOTAL REWARDS STATEMENT
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-

• Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
• Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
• New York: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
• 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
• Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church
• 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
• 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
• Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
• Berwyn: Food drive and will be planning an event to help a local family over the holidays

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.
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 are hired and require an accommodation for any protected status, please email [email protected].
Please click on the below links to learn more about Global Atlantic.

Global Atlantic Financial Company Employee Candidate Privacy Notice

Job Type: Full-time

Pay: $17.58 - $22.56 per hour

Benefits:

• Paid time off
• Dental insurance
• Life insurance
• Health insurance
• Vision insurance
• 401(k)
• Tuition reimbursement
• 401(k) matching

Schedule:

• Monday to Friday
• 8 hour shift
• Day shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Hartford, CT 06103: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Are you able to commute to the Hartford, CT office 3 days a week (5 days a week during training)?

Work Location: Hybrid remote in Hartford, CT 06103