Licensing and Contracting Specialist III

About Global Atlantic 

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 (NYSE: 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. With a broad suite of annuity, preneed life insurance, reinsurance, and investment solutions, Global Atlantic, through its issuing companies, helps people achieve their financial goals with confidence. For more information, please visit www.globalatlantic.com. 

Position Overview

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 with the Department of Insurance.   This position will draw upon skills in research, attention to detail, organization skills.  The Licensing & Contracting Specialist will need to be a quick learner, self-starter, detailed oriented, organized and a team player.  Join our Global Atlantic Operations team in Batesville, Indiana.

• 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 schedules 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 all states licensing requirements and procedures.
• Maintain multiple databases and systems to perform all Producer and Firm task.
• 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 Producer, Firm and Product 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

• 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.

#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. 

The base salary range for this role is $19.23/hr — $21.63/hr 

Privacy Statement

Our employees are in the office 5 days per week in New York and 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.