Document Management Specialist I

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. 

Document Management Specialist

    • Daily imaging/scanning of new business, service, and agency materials into digital document management system
    • Maintains new scanned files as issued for temporary storage during imaging quality checks
    • Accurately inputs archived records into records management system and prepares for offsite delivery
    • Responsibility for documenting and maintaining the knowledge of processes
    • Shared responsibility for the Mainframe/Production print process and delivery
    • Demonstrate ability to troubleshoot technology problems
    • Strong Communication skills, both with internal and external customers and vendors
    • Working closely with multiple lines of business, and understanding specific processes
    • Strong organization skills and the ability to work independently
    • Dependable and responsible for their own tasks
    • Responsibility for documenting and maintaining the knowledge of processes
    • Look for ways to improve existing processes through barrier identification and solution-oriented activities
    • Ensure all standards are documented and met on a regular basis
    • Provide backup assistance in other functions of the team (i.e. production print, mailroom processing, retention processes and quality processes)
    • Responsible for gathering and reporting daily data to managers based on work being completed
    • Required to follow and track specific information related to SOX Compliance guidelines

Requirements and Competencies

  • HS diploma, previous office/administrative experience a plus
  • Proven ability to grasp new ideas, concepts, and procedures
  • Demonstrated strong attention to detail with excellent organizational skills
  • Strong interpersonal and team skills required
  • Strong PC and Software skills, especially Microsoft Office products
  • Previous document imaging experience a plus
  • Ability to maintain positive attitude and composure in dealing with difficult situations
  • Ability to be flexible and prioritize activities
  • Demonstrated flexibility with schedules
  • Proven ability to work in a fast-paced environment
  • Administrative skill to scan numbers and rapidly notice likenesses and differences
  • Comfort in working in-office, as job duties are all on-site in the Batesville office
  • The employee may occasionally be required to lift or move up to 30 pounds.
  • While performing the duties of this job, the employee may occasionally work near moving mechanical equipment or parts.  The noise level in the work environment is usually moderate to high


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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