Customer Service Representative - Annuities

Customer Service Representative - Annuities - $500 SIGN ON BONUS

at Global Atlantic Financial Group

About Global Atlantic

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR (NYSE: KKR), a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR’s powerful investment capabilities to deliver long‑term financial security for millions of individuals worldwide. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence.

For more information, please visit  .

Start Date:
February 23, 2026

Location:
Des Moines, IA

Hourly Rate:
Hartford - $19.54 per hour + overtime with a $500 sign‑on bonus

Paid Training:

• Training lasts approximately 12 weeks
• Training hours are Monday – Friday, in‑office, from 7:30am – 4:00pm Central and consists of both classroom training sessions as well as time on the phone in the contact center fielding incoming calls
• After training, you will follow a hybrid schedule
• O ur contact center is open as follows:
  • Monday – Thursday 7:00am – 6:00pm Central
  • Friday 7:00am – 5:00pm Central

This role will work an 8 hour shift once training is complete. Depending on business needs your shift will run between 8:00am EST and 7:00pm EST.

• $500 sign‑on bonus
• All IT equipment provided
• Free lunch and parking
• Eligible for annual bonus
• Comfortable work spaces and game rooms
• 12 days annual PTO plus 5 days sick time, 11 holidays and volunteer time off
• Free health insurance – employee & children levels based on salary band
• Training & career advancement
• 401(k) match and equity opportunities
• Tuition, adoption, and lifestyle reimbursement

Global Atlantic has an exciting opportunity for a Customer Service Specialist position based in Hartford
. This person participates as a member of a team of customer service representatives engaged in processing insurance support phone calls, post‑call activities and completion of call‑back commitments involving our annuity customers, internal and external, by performing the following duties:

• 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 and other cross‑functional groups is expected
• This person is knowledgeable in commission triggers by product, commission payment and chargeback by product and distribution channel
• Provides other duties as assigned by management

• Bachelor’s degree or equivalent work experience
• 1 + years’ experience in customer service
• Strong PC and Software skills, especially Microsoft Office products
• Insurance industry knowledge is a plus

• Proven ability to grasp new products,…