Service Associate – All Annuity Product Lines (Berwyn, PA or Simsbury, CT)


Global Atlantic/Forethought has an exciting opportunity for a Service Associate position based in Berwyn, PA or Simsbury, CT. We are looking for an individual interested in acting as a liaison between the sales office and our operations team. The direct supervisor would be the Assistant Vice President of Operations. Role has cross functional responsibilities with a primary responsibility of service support and a secondary responsibility to supporting NAIC Education and training capabilities. If you meet the following requirements and are interested in this position or have any questions, please contact Human Resources by email at Human_Resources2@forethought.com.


  • Responsible for handling annuity service requests submitted via Sales Team and Relationship Account Managers which cover a wide variety of scenarios including: Appointment / Licensing, New Business, In force Contracts, Contract Corrections, Status Requests, Suitability and Rush Requests.
  • Perform analysis on the types of requests submitted, track trends and processing procedures and provide recommendations on service and process improvements as needed.
  • Track timeliness of responses from operations vendor and escalate any issues to Operations Director or Senior Service Coordinator as appropriate.
  • Create and maintain excellent working relationships with Operations vendor, provide feedback as needed on service issues and improvements and help identify any gaps in training or communication surrounding our products and process.
  • Act as a liaison between the sales office and our NAIC vendor for product specific training needs.
  • Regularly contribute to ongoing training for the sales desk for client facing service issues.
  • Ability to provide concise, factual accounting of service issues and communicate resolution.


  • Strong annuity product and industry knowledge.
  • Possess strong organizational skills and be able to handle multiple projects simultaneously.
  • Comfortable working under pressure and against tight deadlines.
  • Precision and professionalism in written and oral communications.
  • Responsible, conscientious and self-motivated.
  • Be flexible with ability to accept, create and manage change.
  • Display willingness to quickly learn product lines, procedures and workflows.
  • Series 6 preferred, but not required.
  • 3-5 + years of Financial Services experience strongly preferred.

About Forethought Life Insurance Company

Forethought Life Insurance Company provides a full suite of annuities and a leading preneed life insurance platform to help solve the pre-retirement, retirement and end-of-life challenges facing Americans today. A targeted strategy delivers multifaceted product lines to customers through key distribution relationships across the country. Experienced leadership and financial discipline underlie strong growth and success in the marketplace. Forethought is a subsidiary of Global Atlantic Financial Group Limited, a multiline insurance and reinsurance company with over $30 billion in assets, 750 employees and 10 offices. Global Atlantic was founded at Goldman Sachs in 2004 and separated as an independent company in April of 2013.

Global Atlantic is an equal opportunity employer, does not discriminate in employment on any basis that is prohibited by federal, state or local laws.