Customer Service Representative
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, 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.
Job Title: Client Care Advocate - Preneed
Location: Batesville, IN
Start Date: Nov. 10th, 2025
Pay: $17.58 per hour + overtime pay and bonus opportunities
Training Schedule: 6-8 weeks (Monday-Friday, 8:30 am - 5:00 pm EST)
Post-Training Schedule: 8-hour shift, Monday-Friday, hours after training will be 9:30-6pm EST, need to be flexible with shift time
Perks and Benefits:
- $500 cash sign-on bonus
- All IT equipment provided
- Hybrid work schedule after training period (M - TH in office)
- Free lunch and parking
- Referral bonuses
- Eligible for annual bonus
- Comfortable workspaces and game rooms (varies by location)
- 17 days annual PTO plus 11 holidays and volunteer time off
- Free health insurance options - employee & children levels based on salary band
- Training & career advancement
- 6% 401(k) match and equity opportunities
- Tuition, adoption, and lifestyle reimbursement
Responsibilities:
- 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
- Provides other duties as assigned by management
Required Qualifications:
- High School diploma or GED required
- 1+ years of work experience in customer service
- Strong PC and Software skills, especially Microsoft Office products
- Insurance industry knowledge is a plus
Preferred Qualification:
- Proven ability to grasp new products, concepts, and procedures
- Understanding of the industry, sales process, and distribution channel
- Strong attention to detail with excellent organizational skills
- Great interpersonal and team skills required
- Strong written and oral communication skills
- Excellent phone presence and presentation
- Ability to maintain positive attitude and composure in dealing with difficult situations
- Demonstrated flexibility with schedules and time management
- This role is not eligible for visa sponsorship now or in the future
The base salary range for this role is $30,000 - $57,000 USD