Preneed New Business Case Manager - Batesville, IN

COMPANY OVERVIEW

Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).

The Global Atlantic & KKR Partnership Story

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New Business Case Manager- Preneed

Location- Batesville, IN

Hourly Rate - $18.90 + overtime pay

COMPANY OVERVIEW

Global Atlantic Financial Group Limited is a financial services company focused on the annuity, life insurance and reinsurance markets. Through its family of brands - including Forethought and Commonwealth Re- Global Atlantic offers a broad range of retirement and protection products, as well as reinsurance solutions. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. The company today has nine offices and over $40 billion in assets.

Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The Company's unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. Global Atlantic invests in its people because it believes they are critical to the long term success of its business.

POSITION OVERVIEW

The person in this role will be responsible for reviewing incoming life insurance applications and identifying and resolving any outstanding requirements. The role requires data entry of applications and reconciliation of the itemized goods and services contract. Resolution of outstanding requirements requires frequent communication with Producers to bring applications to a resolution. The case manager will work closely and collaborate with our internal and external sales team, along with other internal departments.

RESPONSIBILITIES:

• Working knowledge of insurance products, procedures and system capabilities.
• Data entry with attention to detail and accuracy on a daily basis.
• Review documents and identify all applications that are not in good order.
• Place outbound phone calls and take incoming phone calls to explain outstanding application requirements.
• Document casework in admin and workflow systems.
• Develop professional and dependable working relationships with all accounts and producers.
• Meet individual productivity goals.
• Remain current on all changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
• Identify, communicate, and proactively work to solve problems or issues.

QUALIFICATIONS

• High School diploma or GED required
• Established excellent communication skills, both verbally and written.
• Professional phone presence and presentation.
• Experience in Insurance Operations a plus.
• Proven ability to grasp new products, concepts and procedures.
• Strong interpersonal and team skills required.
• Flexible as business priorities change.
• Proficiency with Microsoft Office including Word, Excel, Outlook.
• Ability to work in multiple databases at one time.
• Ability to maintain positive attitude and composure in dealing with difficult situations.

AMAZING Benefits- Click on graphic below to learn more!

Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws.

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TOTAL REWARDS STATEMENT

Global Atlantic's employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. 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 strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.

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 was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefits offerings.

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. Find out more about GA's commitment to creating a culture of belonging: DE&I and Strategic Pillars

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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.

Discover more about Global Atlantic below:

2023 Corporate Responsibility Report

Careers Video Channel

Follow Global Atlantic on LinkedIn

Global Atlantic Privacy Statement

Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com

Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.