Job Openings

Licensing & Contracting Specialist

Date Posted:
September 18, 2023

This position is not eligible for visa candidates now or in the future.  We have lifted our vaccination requirement at this time.

Global Atlantic has an exciting opportunity for a Licensing & Contracting Specialist position based in in our Hartford, CT, Batesville, IN or Des Moines, IA offices. 

The start date for this position is: Monday, October 30th.


$3,500 sign on bonus- $500 cash, $3,000 equity
All IT equipment provided (computer, monitors, keyboard, etc.)
Hybrid work schedule – 2 days at home, 3 days in-office
FREE lunch and parking provided!
$500 referral bonus


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


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


Prior experience in Financial Services industry with knowledge of annuity products, Licensing & Contracting, general rules and regulations
Motivated self-starter