Licensing and Contracting Specialist III

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

Pursuant to Company policy, all employees are required to be vaccinated for COVID-19 to access GA facilities.  Currently, most of our interviews will occur over video. All offices are currently open, and we are asking employees to come back to the office in a flexible, hybrid capacity starting October 18th, 3 days a week. If you have questions on this policy, please contact recruiting@gafg.com.

COMPANY OVERVIEW

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 not eligible for visa sponsorship now or in the future.

 

POSITION OVERVIEW 

The Licensing & Contracting Specialist will assist in administrative work to support a sales growth initiative.  This position will draw upon skills in research, reporting, attention to detail, multiple system navigation, and communication skills.  The Licensing & Contracting Specialist will need to be a self-starter, detail oriented, organized, diligent, resourceful, and a quick learner.  

 

  • Support a small team in contractually onboarding new Marketing Organizations, Financial Professionals, and Agencies to sell Global Atlantic’s annuity products accurately in a high-volume environment
  • Utilize a checklist approach to ensure all required credentials are in good order
  • Order and interpret background investigations appropriately
  • Correctly validate critical compliance regulations are fulfilled
  • Follow a detailed state matrix to validate appropriate state training requirements are completed
  • Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned tasks
  • Calculate and verify commission accurately
  • Correspond with Independent Marketing Organizations, Agents, and internal teams via email and phone to resolve contractual and commission inquiries
  • Develop professional and dependable working relationships across the organization and with external customers
  • Assist in swift escalation resolution
  • Identify and escalate trends, issues and make recommendations for change
  • Provide timely responses and accurate information on inquiries, detailed statuses, and reporting
  • Support time-sensitive research initiatives and projects
  • Remain current on changes and updates for processes and operational procedures to ensure compliance with all regulations and expectations
  • Meet quality and productivity goals and deadlines for department standards
  • Mentor, train, and provide on the job training support to new team members
  • Responsible for adhering to all company guidelines and policies
  • Other responsibilities as assigned

 

REQUIRED QUALIFICATIONS:

  • Prior experience in Financial Services industry with knowledge of annuity products, Licensing & Contracting, general rules and regulations preferred
  • Demonstrated high quality performance and solid productivity skills
  • Proficient software skills, including Microsoft Office
  • Strong computer skills with the ability to work simultaneously in multiple systems

 PREFERRED QUALIFICATIONS:

  • Motivated self-starter
  • Exhibited attention to detail with notable organizational skills
  • Flexibility and exceptional time management skills when handling multiple tasks
  • Demonstrated oral and written communication skills
  • Ability to review and analyze incoming documents against company and state requirements
  • Demonstrated data entry accuracy in a high-volume environment
  • Solid interpersonal skills with willingness to successfully support a team environment
  • Being able to maintain a positive attitude dealing with difficult situations

#LI-SP1

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. If you are hired and require an accommodation for any protected status, please email benefits@gafg.com.

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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