Senior Case Manager IV

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. 

Essential Duties and Responsibilities include the following.  Other duties may be assigned.

  • Serving as subject matter expert for the Case Management team. Answering team member questions regarding case specifics and assisting with complicated cases.
  • COLI case responsibility.
  • Collaborate with peer Senior Case Managers to update procedures and develop new procedures as appropriate.
  • Handles more complicated case load with face amounts above $1 million, premium financing, COLI, and foreign nationals.
  • Handles policy changes, reinstatements, and term conversion cases.
  • Special projects as assigned.
  • Providing exceptional customer experience and case management while serving as the primary liaison for securing requirements and solving problems during the policy issuance process.
  • Partnering with the Underwriting team to maintain proactive case management by helping streamline the required touches of the Underwriting team to reduce cycle time; prioritize workload ensuring cases are processed in a timely manner while maintaining frequent communication to manage customer expectations; recommend improvements in procedures to improve efficiencies and enhance the customer experience.
  • Supplying timely and informative service to producers and responds to phone and email inquiries related to pending cases.
  • Validating new insurance applications prior to initial Underwriting to ensure state specific and regulatory guidelines are followed.
  • Following up on any outstanding requirements within a specified timeframe.
  • Setting up the policy for issue, providing final quality review and securing final delivery requirements.
  • Maintaining detailed, compliant, and accurate documentation of all case activity.

 Required Qualifications:

  • Associate degree or equivalent education and experience, bachelor’s degree preferred
  • Minimum three (3) years of customer service experience, life insurance or financial services preferred

 Preferred Qualifications:

  • Advanced working knowledge of company products and all aspects of Life New Business Case Management.
  • Effective verbal and written communication skills.
  • Ability to work with confidential information.

#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

Example: 

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West Hartford, CT 06107

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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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