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Customer Service Representative - $500 Sign-on Bonus

Customer Service Representative - $500 Sign-on Bonus

Global Atlantic Financial GroupDes Moines, IA, US
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Customer Service Representative

Global Atlantic is a leading provider of retirement security and investment solutions with operations in the U.S., Bermuda, and Japan. As a wholly-owned subsidiary of KKR, a leading global investment firm, Global Atlantic combines deep insurance expertise with KKR's powerful investment capabilities to deliver long-term financial security for millions of individuals worldwide.

Job Title : Client Care Advocate - Preneed

Location : Des Moines, IA

Start Date : Nov. 10th, 2025

Pay : $19.54 per hour + overtime pay and bonus opportunities

Training Schedule : 6-8 weeks (Monday-Friday, 7 : 30 am - 4 : 00 pm CST)

Post-Training Schedule : 8-hour shift, Monday-Friday, hours after training will be 9 : 30-6pm CST, need to be flexible with shift time

Perks and Benefits :

  • $500 cash sign-on bonus
  • All IT equipment provided
  • Hybrid work schedule after training period (M - TH in office)
  • Free lunch and parking
  • Referral bonuses
  • Eligible for annual bonus
  • Comfortable workspaces and game rooms (varies by location)
  • 17 days annual PTO plus 11 holidays and volunteer time off
  • Free health insurance options - employee & children levels based on salary band
  • Training & career advancement
  • 6% 401(k) match and equity opportunities
  • Tuition, adoption, and lifestyle reimbursement

Responsibilities :

  • Understands insurance products, procedures, and system capabilities
  • Responds to inbound calls providing excellent customer service
  • Documents telephone conversations and written communication into a computer database or tracking system maintaining accurate corresponding hard copy files where applicable
  • Receives and resolves telephone inquiries from parties of the contract within service standards
  • Identify, communicate, and proactively work to solve problems or issues
  • Accurately answer all consumer / customer questions regarding all Global Atlantic products and accurately articulate features, advantages, and benefits and understanding the variances by State
  • Investigates client request or complaints utilizing system and contract provisions to provide resolution within established administrative and compliance guidelines
  • Focuses on Global Atlantic's long-term success by building strong (internal and external) customer relationships
  • Responsible for reporting to work at the start of scheduled shift and must be comfortable with having all calls recorded for quality assurance.
  • Main contact for assigned sales representatives, accounts, and states
  • Provides a broad range of technical and operational support to clients and agents
  • Knowledgeable in using reporting tools and using good judgment when supplying reports to external customer and ensuring no breach in privacy
  • Participation in team meetings
  • Provides other duties as assigned by management
  • Required Qualifications :

  • High School diploma or GED required
  • 1+ years of work experience in customer service
  • Strong PC and Software skills, especially Microsoft Office products
  • Insurance industry knowledge is a plus
  • Preferred Qualification :

  • Proven ability to grasp new products, concepts, and procedures
  • Understanding of the industry, sales process, and distribution channel
  • Strong attention to detail with excellent organizational skills
  • Great interpersonal and team skills required
  • Strong written and oral communication skills
  • Excellent phone presence and presentation
  • Ability to maintain positive attitude and composure in dealing with difficult situations
  • Demonstrated flexibility with schedules and time management
  • This role is not eligible for visa sponsorship now or in the future
  • The base salary range for this role is $30,000 - $57,000 USD

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    Customer Service Representative • Des Moines, IA, US