Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

New Business Resolution Specialist

Learn more about Global Atlantic Financial Group
Global Atlantic Financial Group

Global Atlantic Financial Group

New Business Resolution Specialist

Hartford, CT
Full Time
Paid
  • Responsibilities

    Currently, we are conducting interviews mostly over video. We are voluntarily returning to the office, and require a vaccination to enter any business office at this time. If you have any questions regarding this policy, please reach out to recruiting@gafg.com.

    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. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers asset management and capital markets solutions across multiple strategies.

    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.

    This position is not eligible for visa sponsorship now or in the future.

    Please note that this application requires a Cover Letter.

    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 advisors, 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.

    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 degree required. College degree preferred.
    • 2+ years of 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

    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

    • 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.

  • Industry
    Insurance
  • About Us

    As a leading retirement and life insurance company, Global Atlantic's goal of delivering long-term value for our customers depends on our people.

    We are looking for a diverse team of talented individuals who reinforce our culture and are excited to take a collaborative, creative approach to problem solving and decision making.