New Business Processor

at Global Atlantic Financial Group
Batesville, Indiana, United States

**We are still hiring and interviewing for this position. We are conducting interviews over video. Our employees can voluntarily return to our office, and we are fully supporting remote work throughout the end of 2020.***

COMPANY OVERVIEW

Global Atlantic is one of the fastest growing companies in the Life and Annuity industry. We are focused on the U.S. retirement and life insurance markets with a broad range of annuities and life insurance options, as well as reinsurance solutions. Our success is based on competitive and innovative product designs, leading investment management and integrated risk management, along with highly experienced leadership.

Global Atlantic is looking for a diverse team of talented people who support our culture of collaboration and innovation. Our unique entrepreneurial culture encourages all employees to assume significant levels of responsibility. 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.

In July 2020, KKR & Co. signed a strategic transaction to acquire Global Atlantic.  The transaction is expected to close in early 2021, subject to required regulatory approvals and certain other customary closing conditions.

POSITION OVERVIEW

This individual will be a cross-functional member of the Preneed Life Team in Batesville, Indiana.  They will be responsible for entering new business applications for preneed, Texas, TrustGuard and calling on pendeds.  This person will be monitored on hourly productivity and quality.

RESPONSIBILITIES:

  • Understands insurance products, procedures and system capabilities.
  • Excellent data entry skills with attention to detail and accuracy on a daily basis.
  • Performs daily quality check of completed applications.
  • Pended applications are documented and followed up on weekly.
  • Participates as a fully functional team member by learning and performing all team processes.
  • Motivated to work independently to meet individual productivity goals.
  • Team player with a consistent positive attitude and demonstrated positive behavior.
  • Generate enthusiasm around change and adapt quickly when faced with challenges.
  • Takes initiative to improve processes and work with team members to enhance effectiveness and efficiencies. Ensure standards are documented. 
  • Identifies, documents, and takes appropriate actions for resolution of system, process, and printer issues in a timely manner. Ensures information is shared with the rest of the team members.
  • Supports all department and strategic initiatives for the organization.
  • Ensures that all team processes are managed with documented standard operating procedures and appropriate resources, with sensitivity is given to ergonomic issues.
  • Identify, communicate, and proactively work to solve problems or issues.
  • Provides other duties as assigned by management.

QUALIFICATIONS

  • Associate degree or equivalent work experience, insurance and financial experience a plus.
  • High degree of typing accuracy.
  • 3+ years experience in data entry. Experience in the Financial Services industry, helpful, but not required.
  • Proven ability to grasp new products, concepts and procedures, clear understanding of the industry, sales process and distribution channel.
  • Demonstrated strong attention to detail with excellent organizational skills.
  • Strong interpersonal and team skills required.
  • Strong written and oral communication skills.
  • Proficiency with Microsoft Office including Word, Excel, Outlook.
  • Ability to maintain positive attitude and composure in dealing with difficult situations.
  • Demonstrated flexibility with schedules.

TOTAL REWARDS STATEMENT 

At Global Atlantic, enjoy a highly competitive compensation and benefits package, with a focus on pay equity and flexibility. We are proud to support work/life balance with flexible work arrangements that meet individual and business needs. A casual dress code, above-average paid time off, parental and military leave, adoption assistance and tuition reimbursement are just a few of the extra perks that make Global Atlantic a great place to work. We strive to foster a culture of total well-being through community outreach and charitable giving programs. 

In Batesville, we actively partner with the American Cancer Society Relay for Life, the YMCA, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Oldenburg Academy and Batesville High School Sponsorships and many others.  Social platforms provide an environment to collaborate with others and participate in friendly competitions towards achieving physical, emotional and financial well-being. 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 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. 

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

Global Atlantic Financial Company Employee Candidate Privacy Notice 

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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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