Customer Service Representative - Preneed

Global Atlantic is a leading provider of retirement security 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 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 Skills 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 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 Benefits $500 cash sign-on bonus All 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 Global Atlantic is helping individuals and families think ahead for financial security. It was founded in 2004, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is