COMPANY OVERVIEW
Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong financial foundation and risk and investment management expertise, the company delivers tailored solutions to create more secure financial futures. The company's performance has been driven by its culture and core values focused on integrity, teamwork, and the importance of building long-term client relationships. Global Atlantic is a wholly-owned subsidiary of KKR, a leading global investment firm. Through its relationship, the company leverages KKR's investment capabilities, scale and access to capital markets to enhance the value it offers clients. KKR's parent company is KKR & Co. Inc. (NYSE: KKR).
Watch the Global Atlantic & KKR Partnership Story
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POSITION SUMMARY
The Agent Licensing & Contracting Specialist is responsible for reviewing, processing and maintaining Marketing Organization, Firm and Producer data to support sales growth initiatives. Responsible for the ongoing producer review to ensure all producers and uplines remain compliant. This position will draw upon skills in research, attention to detail, multiple system navigation and communication. The Licensing & Contracting Specialist will need to be a self-starter, detailed oriented, organized, team player and a quick learner. Join our Global Atlantic Operations team in Batesville, Indiana.
RESPONSIBILITIES
- Provide guidance to the Sales Team on the process and structure of setting up a new Marketing Organization and their downlines.
- Perform an upfront review of Producer documents, commission and hierarchy structure to ensure all required credentials are in good order.
- Request background investigations. Interpret information to determine Producer’s appointment status with Forethought Life Insurance Company.
- Become the subject matter expert to understand and support state licensing requirements and procedures.
- Maintain databases and systems to thoroughly document work activity and ongoing communication.
- Onboard and maintain Firm data and product information.
- Develop professional and dependable working relationships across the organization and with external customers.
- Assist in swift escalation resolution.
- Monitor and provide timely response to customer requests while meeting department standards, including operational measures of responsiveness and quality.
- Ability to perform and effectively report the results of system Firm, Commissions, Product and Producer UAT testing.
- Identify and escalate trends, issues and make recommendations for efficiencies and improvements.
- Support time-sensitive projects based on department goals and initiatives.
- Support Debit Balance, Commission and Licensing phone queues.
- Assist in training and mentoring. Cross train and work across lines of business to back up the Debit Balance and Commission team.
- Other responsibilities as assigned.
QUALIFICATIONS
Required:
- Proven ability to quickly and effectively grasp new or changing procedures and concepts.
- Motivated self-starter.
- Professional phone presence and presentation.
- Ability to maintain a positive attitude and composure in dealing with difficult situations.
- Excellent verbal and written communication skills.
- Demonstrated team player and ability to effectively work in a team environment.
- Strong attention to detail, high quality performance and solid productivity skills.
- Ability to multi-task, prioritize and meet assigned deadlines.
- Adhere to the Operations Attendance Policy.
- Ingenium knowledge preferred.
- Insurance experience a plus.
This role is not eligible for visa sponsorship now or in the future
#LI-KS1
Various jurisdictions have passed pay transparency laws that require companies provide salary ranges for any positions for which they are accepting applications. Global Atlantic has offices in Atlanta, Batesville, Bermuda, Boston, Des Moines, Hartford, Indianapolis, and New York City. The base salary range posted below is inclusive of the lowest cost of living geography to the highest in which we have a Global Atlantic office.
Global Atlantic’s base salary range is determined through an analysis of similar positions in the external labor market. Base pay is just one component of Global Atlantic’s total compensation package for employees and at times we hire outside the boundaries of the salary range. Other rewards may include annual cash bonuses, long-term incentives (equity), generous benefits (including immediate vesting on employee contributions to a 401(k), as well as a company match on your contributions), and sales incentives. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Compensation for our more senior positions have a larger component of short-term cash bonus and long-term incentives.
TOTAL REWARDS STATEMENT
Global Atlantic’s employees thrive in a fast-paced, high-performing culture with strong benefit options and wellbeing resources that support innovation, accountability and stewardship. At Global Atlantic, being an employer of choice means we are committed to offering employees a customizable and comprehensive benefits package. 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 strive to foster a culture of total well-being through community outreach and charitable giving programs. Click HERE to learn more about our charitable giving programs.
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 was proudly named: Best in Perks & Benefits, Best Company Work-Life Balance, Best Company Happiness and Best Company Compensation. Learn more about our Benefits offerings.
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. Find out more about GA’s commitment to creating a culture of belonging: DE&I and Strategic Pillars
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 require an accommodation during the hiring process or after you are hired for any protected status under the ADA, please email benefits@gafg.com.
Discover more about Global Atlantic below:
2023 Corporate Responsibility Report
Explore the GA Careers Video Channel
Follow Global Atlantic on LinkedIn
Global Atlantic Privacy Statement
Our employees are in the office 4 - 5 days per week in Hudson Yards, NY and 3 - 4 days per week in all other offices. If you have questions on this policy or the application process, please reach out to benefits@gafg.com
Global Atlantic reserves the right to modify the qualifications and requirements for this position to accommodate business needs and regulatory changes. Future adjustments may include obtaining specific licenses or certifications to comply with operational needs and conform to applicable industry-specific regulatory requirements, state and federal laws.
