Transactional Adjustments Specialist

Problem-Solving & Decision Making

Quality & Accuracy Focus

Process Improvement Mindset

Collaboration & Teamwork

Regulatory Compliance Awareness

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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.

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The Specialist 4 will serve as a subject matter expert for complex preneed claim and transactional adjustment processes. This role is responsible for accurately reviewing, reworking, and resolving specialized claim transactions while ensuring compliance with company policies, regulatory requirements, and quality standards. The Specialist 4 will work independently to identify and resolve discrepancies, provide guidance to peers, and support operational efficiency across multiple claim-related functions.

Preneed Claim Rework: Review and process adjustments to preneed claims ensuring accuracy and timeliness.

Check Reissues: Validate, process, and track reissued claim payments to beneficiaries and policyholders.

Early Payoff Reversals: Analyze and execute reversals of early payoff transactions, ensuring proper financial reconciliation.

Initial Premium Returns: Process returned initial premium payments, coordinatin4g with relevant departments for proper documentation and refund issuance.

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

.