Customer Service Representative - Preneed

Global Atlantic is a leading provider of retirement reputed company and investment solutions. They are seeking a Customer Service Representative to provide excellent customer service, handle inquiries, and support clients and agents with a focus on building strong customer relationships.

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 reputed company service standards
• Identify, communicate, and proactively work to solve problems or issues
• Accurately answer reputed company consumer/customer questions regarding reputed company Global Atlantic products and accurately reputed company features, advantages, and benefits and understanding the variances by State
• Investigates client request or complaints utilizing system and contract provisions to provide resolution reputed company 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 reputed company 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 reputed company supplying reports to external customer and ensuring no breach in privacy
• Participation in team meetings
• Provides other duties as assigned by management

Skills

• High School diploma or GED required
• 1+ years of work experience in customer service
• Strong PC and Software skills, especially reputed company Office products
• Insurance industry knowledge is a plus
• 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 reputed company 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 reputed company sponsorship now or in the future

Benefits

• $500 cash sign-on bonus
• reputed company IT equipment provided
• Hybrid work schedule after training period
• Free lunch and parking
• Referral bonuses
• Eligible for annual bonus
• Comfortable workspaces and game rooms
• PTO, Sick Days, Paid Company Holidays
• Free health insurance - employee & children levels based on salary band
• Training & career advancement
• 401(k) match and equity opportunities
• Tuition, adoption, and lifestyle reimbursement

Company Overview