New Business Resolution Specialist

at Global Atlantic Financial Group
Hartford, Connecticut, United States


Global Atlantic Financial Group is a leader in the U.S. life insurance and annuity industry, serving the needs of individuals and institutions. With differentiated investment and risk management capabilities, deep client relationships, and a strong financial foundation, the company has established a track record of delivering proven, value-added solutions and long-term growth. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers asset management and capital markets solutions across multiple strategies.

Global Atlantic is looking for a diverse team of talented individuals who reinforce our culture of collaboration and innovation. We are dedicated to the career development of our people because we know they are critical to our long-term success. Join our team and come grow with us.


This position is not eligible for visa sponsorship now or in the future.

Please note that this application requires a Cover Letter.


We are looking for candidates who have both the skills and passion to help us achieve customer service excellence. The New Business Resolution Specialist role reviews and resolves issues with Annuity applications that are considered “Not in Good Order.”   Resolution of outstanding requirements requires frequent communication with financial advisors, their assistants, and back office operations staff to resolve application issues.   The New Business Resolution Specialist will work closely and collaborate with our Third Party Administrator and internal departments to proactively identify problems, issues, and recommend solutions that will produce results and favorable outcomes for all parties. The successful incumbent will be afforded the opportunity, through this role, to learn about the insurance industry and financial services.

Responsibilities Include: 

    • Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts.
    • Conduct regular follow ups with agent, assistant, financial advisor, or back office support staff on all outstanding requirements within published timeframes.
    • Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes.
    • Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases.
    • Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests.
    • Develop professional and dependable working relationships with our key accounts and customers.
    • Review documents for accuracy to eliminate multiple call outs to advisors.
    • Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors.
    • Accurately input application data in multiple databases for tracking.
    • Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity.
    • Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel.
    • Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards.
    • Other responsibilities may be assigned.


  • High School degree required.  College degree preferred.
  • 2+ years work experience.  Knowledge of annuities and life insurance is preferred
  • Customer Service or Contact Center experience is preferred
  • Must demonstrate excellent communication skills, both oral and written
  • Ability and willingness to support team in accomplishing team goals
  • Self-starter with outstanding attention to details
  • Proficiency with Microsoft Office including Word, Excel, Outlook
  • Ability to work simultaneously with multiple computer system

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 are proud to support your personal and professional growth and well-being through programs such as educational assistance, virtual physical therapy, remote/onsite fitness reimbursement, a medical second opinion program, pet insurance, military leave, parental leave, adoption assistance, fertility and family planning coverage. We strive to foster a culture of total well-being through community outreach and charitable giving programs.

Global Atlantic is committed to creating an inclusive environment where everyone feels like they 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. We encourage qualified applicants from all demographics to apply. 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.

This position is not eligible for visa sponsorship now or in the future.


Global Atlantic Financial Company Employee Candidate Privacy Notice


32 Longview Lane

West Hartford, CT 06107

Voluntary Inclusion Questions

We encourage qualified applicants from all backgrounds to apply.  As such, we are committed to achieving a diverse candidate pool for open positions and that our interview teams are made up of employees from different backgrounds.  Sharing your background with us will help us with that focus, although recruiters and hiring managers will not have the ability to see individual responses (only aggregate information).  

This information is not used to determine who is selected for interviews or will be hired, but is helpful in identifying resources, sites and groups which add value in increasing our applicant pool and ensures that we attract the best and most diverse workforce.  This is purely voluntary but will help our mission to be inclusive.  


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Global Atlantic Financial Group - LinkedIn

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