New Business Case Manager - Annuities

New Business Case Manager - Annuities

Start Date: Monday, January 6, 2025

Location: Hartford, CT

Hourly Rate: $22.89 per hour + overtime with a $500 sign-on bonus 

Training: approximately 12 weeks, Monday – Friday, in-office, from 8:30am – 5:00pm ET 

After training: you will work a hybrid schedule, 3 days/week in the office and 2 days/week from home. Shift hours are Monday - Friday 8:00am – 5:00pm ET. 

COMPANY OVERVIEW 

Global Atlantic Financial Group Limited is a financial services company focused on the annuity, life insurance and reinsurance markets. Through its family of brands — including Forethought and Commonwealth Re — Global Atlantic offers a broad range of retirement and protection products, as well as reinsurance solutions. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in 2013. The company today has nine offices and over $40 billion in assets.

Global Atlantic offers employees the unique opportunity to work in a fast-paced, collaborative and meritocratic working environment. The Company’s unique entrepreneurial culture encourages all employees to assume significant levels of responsibility.  Global Atlantic invests in its people because it believes they are critical to the long-term success of its business.

Responsibilities Include:  

• Receive and review annuity applications that are missing information, i.e.: forms, signatures, and contract requirements prior to calling customer contacts. 
• Conduct regular follow ups with agent, assistant, financial advisor, or back-office support staff on all outstanding requirements within published timeframes. 
• Organize and prioritize workload to ensure that application issues are resolved in a timely manner so that the contract is issued within specified timeframes. 
• Maintain internal databases and systems to thoroughly document work activity and ongoing communication on assigned cases. 
• Consult with team supervisor and /or internal teams to resolve problems and facilitate accommodation requests. 
• Develop professional and dependable working relationships with our key accounts and customers. 
• Review documents for accuracy to eliminate multiple call outs to advisors. 
• Identify all pending requirements and resolve those issues on the first call to Brokers/financial advisors. 
• Accurately input application data in multiple databases for tracking. 
• Meet goals and deadlines for follow ups on assigned contracts and department standards for quality and productivity. 
• Provide consistent high level of customer service to both internal departments and outside customer; financial advisors, their assistants, and back office personnel. 
• Remain current on changes and updates for products, processes, and operational procedures to ensure compliance with all regulations and standards. 
• Other responsibilities may be assigned. 

 QUALIFICATIONS 

• High School diploma or GED required.  College degree preferred
• 2+ years work experience. 
• Knowledge of annuities and life insurance is preferred
• Customer Service or Contact Center experience is preferred 
• Must demonstrate excellent communication skills, both oral and written 
• Ability and willingness to support team in accomplishing team goals 
• Self-starter with outstanding attention to details 
• Proficiency with Microsoft Office including Word, Excel, Outlook 
• Ability to work simultaneously with multiple computer systems 

“AMAZING Benefits- Click on graphic below to learn more!”

#LI-AM1

#LI-Hybrid