Clinical Interviewer

at Global Atlantic Financial Group
Batesville, Indiana, United States

Currently, we are conducting interviews mostly over video. After Labor Day, we will be in the office Monday, Tuesday and Thursday. If you have any questions regarding this policy, please reach out to


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 responsible for completing by telephone, a medical assessment with potential new clients interested in purchasing ForeCare, our fixed annuity with a long term care rider distributed through our partner banks and marketing organizations. This position is also responsible for assisting clients who seek to begin using their long-term care benefits after purchasing a ForeCare contract.  

Knowledgeable in medical terminology and the ability to speak clearly and record accurate information is required.  


  • Conduct phone interviews, provide excellent customer service by telephone
  • Understand annuity and insurance products, procedures and system capabilities
  • Verify personal information
  • Administer telephonic cognitive screening tests
  • Complete initial inquiry phone call for long-term care benefits
  • Respond to questions regarding long-term care claims benefits
  • Accurate data entry and record keeping
  • Question clients regarding medication usage and record responses
  • Determine when cases need to be referred to underwriting
  • Communicate underwriting decisions to the field
  • Ensure compliance with Federal and State regulations, company guidelines and practices regarding personally identifiable information and personal health information
  • Other duties as assigned by management 

Requirements and Competencies

  • Associates degree or equivalent experience
  • 1+ years experience within the health care industry (medical office, pharmacy or similar)
  • Customer service / call center experience preferred
  • Knowledgeable in medical terminology, especially prescription drugs
  • Understanding of medication usage is helpful
  • Excellent communication skills, including ability to tailor tone, cadence and inflection to client needs
  • Ability to speak clearly, annunciate properly and accurately
  • Ability to type and talk simultaneously and professionally fill dead space when waiting for information
  • Previous experience with geriatric patients
  • Basic computer navigation
  • Excellent data entry skills with attention to detail and accuracy on a daily basis
  • Demonstrate strong attention to detail with excellent organizational skills
  • Strong interpersonal and team skills required
  • Participates as a fully functional team member by learning and performing all team processes
  • Support operational measures and assist in meeting established service standards
  • Strong written and oral communication skills
  • Ability to maintain positive attitude and composure in dealing with difficult situations
  • Ability to be flexible and prioritize activities
  • Flexibility with scheduling to cover shifts Monday – Friday 8:30am-6pm
  • Spanish preferred



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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