Agency Services Analyst

at Global Atlantic Financial Group
Des Moines, Iowa, United States

We are conducting interviews over video. Our employees can voluntarily return to our office, and some positions may be required to be in office. (we will share that at the interview) For most roles, we are fully supporting remote work through July 2021.


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 driven by competitive, 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 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. 

In February 2021, KKR & Co. acquired a majority stake in Global Atlantic in a strategic transaction.  Additional information can be found in our press release.  


The Agency Services team is seeking an Analyst who will join either our Des Moines or Hartford office to provide oversight and control of day-to-day Agency Services functions.


  • Leads the establishment of policies, procedures and strategies related to the efficient administration Agency Services processes
  • Timely and accurate processing of agent appointments and financial processing requests
  • Timely and accurate processing of control reporting and processing requests
  • Timely and accurate handling of regulatory requirements
  • Drives continual improvement of the Customer Experience leveraging effective Quality and Audit controls
  • Optimizes Global Atlantic’s return, balancing strategic with operational procedures, risks, and expenses


  • Analyzing service workflows and automated technologies to recommend process/system improvements that maximize operating efficiencies
  • Assist in the handling of exceptions, escalations, and complicated technical or complaint cases while weighing company philosophy, compliance, business risks, tax, regulatory ramifications and administrative costs
  • Supports special projects, system enhancements and providing production support as needed
  • Monitor license renewals and invoices to drive continuous expense focus and planning
  • Strengthen controls to reconcile appointments and validate regulatory compliance
  • Assist in data collection and analysis for regulatory request or changes


  • Building and maintaining strong working relationships with internal Operations team, TPA, agents and other internal departments
  • Developing policies, procedures, and training to guide servicing of Global Atlantic’s business
  • Formulating and implementing strategies to ensure timely, accurate and cost-effective customer service and processing


  • TPA and Vendor-Provider Management
  • Internal Sales-Distribution, Accountant Management, and Business Relationship Management Teams
  • Administration teams including New Business, and leadership
  • Internal Audit and Risk management
  • Compliance and Legal
  • IT management


  • Timeliness and accuracy (meeting or exceeding established performance expectations of the team)
  • Enhanced customer service experience with accuracy, meeting deadlines, demands and emotions
  • Ability to effectively resolve escalated demands
  • Ability to recognize and manage confidential and sensitive data
  • Ability to research, detect and report issues posing an unacceptable risk
  • Ability to work independently and appropriately raise concerns/obstacles
  • Thinks critically, ability to quickly analyze and recognize symptoms that indicate problems
  • Manages time and workload efficiently, balances multiple priorities to fulfill business goals
  • Adapts readily to change and maintains focus in the face of ambiguity
  • Takes initiative by contributing ideas for continuous improvement


  • Bachelor’s degree or equivalent educational experience preferred
  • Two to four years of experience, life/annuity experience or TPA vendor management experience preferred
  • Demonstrated knowledge of operations and process improvement along with strong business acumen and the ability to translate business plans into actionable solutions
  • Effective verbal and written communication skills including ability to influence others and communicate across all areas of the company
  • Ability to make decisions, use independent judgment, establish priorities, and work effectively on multiple initiatives simultaneously in a fast-paced environment.
  • Preferred experience with data analysis or with data reporting tools.


  • 3+ years of experience in the Insurance or Financial Services Industry
  • Experience with risk management (audit, regulatory, legal, etc.).
  • Experience analyzing, measuring and evaluating workflows, and processes.
  • Proficient with Microsoft office products with focus, (MS Word, Excel, PowerPoint)



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.

We are active in our communities-

  • New York: Red Hook Conservancy, Girls Who Invest and The Bowery Mission
  • Boston: Cradles to Crayons, Project Bread, Let’s Get Ready, Rise Against Hunger, Salvation Army and many other local volunteer organizations in around the Boston area
  • Hartford: Habitat for Humanity, Foodshare, Humane Society, Hands on Hartford, Mercy Shelter and Dog Star Rescue
  • Indianapolis: Elevate Indianapolis, Gleaners Food Bank and the Juvenile Diabetes Research Foundation
  • Batesville: American Cancer Society Relay for Life, Angels of Giving, Margaret Mary Health Foundation, Ripley County Community Foundation, Safe Passage, Batesville High School Sponsorships, local area youth sports and food pantries, as well as many others
  • Des Moines: United Way, Central Iowa Shelter & Services, Junior Achievement of Central Iowa and Make a Wish Foundation
  • Berwyn: Food drive and will be planning an event to help a local family over the holidays
  • Atlanta: Packaged Good Organization, which helps the most vulnerable community members with providing personalized care packages for people in need including the elderly, our armed forces, the homeless and hospitalized kids
  • Bermuda: Sponsor of a weekly feeding program operated by The Hamilton Seventh-Day Adventist Church


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. 

Global Atlantic Financial Company Employee Candidate Privacy Notice

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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