Case Manager

at Global Atlantic Financial Group
Hartford, Connecticut, 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.

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 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.  

POSITION OVERVIEW 

The Case Manager will be responsible for assisting all Operational and Service related requests and inquires. They will support our Sales team with service escalations, new business, and accommodations, work closely with our Compliance and Legal teams, as well as assist the New Business Resolution team in ensuring applications are in good order. They will report to the Retirement Operations Management Team.

KEY RESPONSIBILITIES

  • Responsible for handling all service related inquiries and requests received via the Internal / External Sales Team and Distribution Relationship Managers 
  • Accountable for end to end resolution and timely responses 
  • Perform outreach to the sales team and advisors on as needed basis 
  • Partner and consult with other teams within Global Atlantic to resolve issues and respond to inquiries in a timely manner; these areas include Legal, Compliance and Product teams 
  • Partner with TPA on researching and resolving service and operational inquiries and requests 
  • Follow through to ensure requests are resolved and closed within appropriate timeframes 
  • Perform analysis on the types of requests submitted; track trends and provide recommendations on service and process improvements as needed 
  • Create and maintain excellent working relationships with operations vendor, provide feedback as needed on service issues and improvements and help identify any gaps in training or communication surrounding our products and process 
  • Create and maintain excellent working relationships with both the internal and external sales teams 

QUALIFICATIONS 

  • Strong life/annuity product and industry knowledge 
  • Possess strong organizational skills and be able to handle multiple projects simultaneously 
  • Comfortable working under pressure and against tight deadlines 
  • Professionalism in written and oral communications 
  • Responsible, conscientious and self-motivated 
  • Display willingness to quickly learn product lines, procedures and workflows 
  • 3-5 + years of Financial Services experience strongly preferred 
  • Bachelor’s degree or equivalent combination of education and experience 
  • Five (5+) or more years of Operational Leadership and/or  Relationship Management experience 
  • Possesses and displays excellent verbal and written communication with ability to convey information in a clear and concise manner 
  • Strong level of adaptability work ethic and high level of personal integrity and accountability 
  • Strategic leader with the ability to influence outcomes internally and externally 
  • Occasional travel required 
  • Series (6,26,63) preferred 

#LI-BB1

TOTAL REWARDS STATEMENT  

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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