Licensing and Contracting Specialist
Job description
All offices are currently open, and our employees are back 4 or 5 days a week in Hudson Yards, NY and 3 days a week in all other offices. If you have questions on this policy or the application process, 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. Global Atlantic is a majority-owned subsidiary of KKR, a leading global investment firm that offers alternative asset management across multiple strategies and capital markets solutions.
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.
We use Greenhouse as our scheduling tool and communicate through their systems. At times, your email may block our communications. Please be sure to check your SPAM so that you do not miss critical information about our process, including scheduling.
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. The Licensing & Contracting Specialist will need to be a self-starter, detail oriented, organized, diligent, resourceful, and a quick learner.
- Onboard new Marketing Organizations, Agents, and Agencies to sell Global Atlantic products in a high-volume environment with accuracy
- Utilize a checklist approach to ensure all required credentials are in good order
- Order and interpret background investigations appropriately
- Validate critical compliance regulations are fulfilled correctly
- Follow a detailed state matrix to validate appropriate state training requirements are completed
- Maintain multiple systems and thoroughly document work activity and ongoing communication on assigned tasks
- Calculate and verify commission accurately
- Answer a high-volume of emails and calls 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:
- Minimum of 2 years of customer service experience
- Proven ability to quickly learn new systems, concepts, procedures, and apply knowledge
- Ability to review and analyze incoming documents against company and state requirements
- Demonstrated data entry accuracy, high quality performance and productivity in a high-volume environment
- Application of flexibility and time management when handling multiple tasks
- Ability to maintain a positive attitude dealing with difficult situations
- Strong interpersonal skills with willingness to successfully support a team environment
- Exhibited attention to detail and organizational skills
- Demonstrated oral and written communication skills
- Proficient software skills, including Microsoft Office
- Strong computer skills with the ability to work simultaneously in multiple systems with dual monitors
- Hybrid in-office/WFH model
- Overtime may be required
- These positions are not eligible for visa sponsorship now or in the future.
PREFERRED QUALIFICATIONS:
- Prior experience in Financial Services industry with knowledge of annuity products, Licensing & Contracting, general rules and regulations
- Motivated self-starter
#LI-AO1
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.
Employees who require an accommodation to perform the essential functions of their job will participate in an interactive process which may include providing documentation. If you are hired and require an accommodation for any protected status, please email benefits@gafg.com.
Please click on the links below to learn more about Global Atlantic.
Global Atlantic Privacy Statement
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