Corebridge Financial
Customer Service Rep II, Institutional Markets
Corebridge Financial, Houston, Texas, United States, 77001
Customer Service Rep II
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. As a Customer Service Rep II, you will be responsible for providing personalized and professional service to participants of Structured Settlements. You'll do this by responding inquiries by annuitants. These inquiries may come in via mail, fax, or telephone and may require direct interaction with the annuitant / client and may require follow-up to missing or inaccurate information. You will work with a significant degree of independence and will need to exhibit good judgment and a thorough understanding of Structured Settlement procedures and philosophies. This is an opportunity to start and grow your career and make an immediate impact in a financial industry that provides its customers with financial security! Get your foot in the door within a growing division at Corebridge where the right candidates can accelerate and continue to grow. Responsibilities: Respond to customer phone calls via recorded lines Participate in monthly peer review to evaluate call quality Research, analyze, and respond to moderate customer service inquiries within acceptable standards Key data input for customer service requests within department quality guidelines Handle high priority requests in a rapid, efficient, and accurate manner Respond positively to participant written correspondence, and or email inquiries providing a high level of service and quality that exceeds customer expectation Provide necessary and appropriate assistance in completion of paperwork supporting a variety of benefit transactions, both phone and mail Process other participant change requests (address, EFTs, etc.) within the department standards Maintaining benefits to ensure payments are going to the payees correctly Coordinate duties and tasks by effective prioritization of responsibilities and time management. Skills and Qualifications: 3+ years of insurance experience preferably with immediate or deferred annuity products. Attention to detail and accuracy. Excellent written and oral communication skills. Good problem solving and analytical skills. Strong Customer and Team Orientation. Ability to work independently with minimal supervision. Ability to multitask and handle high work volume with tight deadlines Proficient in Word, Excel, and Microsoft Windows. Some College Preferred but not mandatory. Bi-lingual is a plus. Work Location: This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.
Corebridge Financial helps people make some of the most meaningful decisions they're ever going to make. We help them plan and take action to protect the future they envision, and respond to some of life's most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees. As a Customer Service Rep II, you will be responsible for providing personalized and professional service to participants of Structured Settlements. You'll do this by responding inquiries by annuitants. These inquiries may come in via mail, fax, or telephone and may require direct interaction with the annuitant / client and may require follow-up to missing or inaccurate information. You will work with a significant degree of independence and will need to exhibit good judgment and a thorough understanding of Structured Settlement procedures and philosophies. This is an opportunity to start and grow your career and make an immediate impact in a financial industry that provides its customers with financial security! Get your foot in the door within a growing division at Corebridge where the right candidates can accelerate and continue to grow. Responsibilities: Respond to customer phone calls via recorded lines Participate in monthly peer review to evaluate call quality Research, analyze, and respond to moderate customer service inquiries within acceptable standards Key data input for customer service requests within department quality guidelines Handle high priority requests in a rapid, efficient, and accurate manner Respond positively to participant written correspondence, and or email inquiries providing a high level of service and quality that exceeds customer expectation Provide necessary and appropriate assistance in completion of paperwork supporting a variety of benefit transactions, both phone and mail Process other participant change requests (address, EFTs, etc.) within the department standards Maintaining benefits to ensure payments are going to the payees correctly Coordinate duties and tasks by effective prioritization of responsibilities and time management. Skills and Qualifications: 3+ years of insurance experience preferably with immediate or deferred annuity products. Attention to detail and accuracy. Excellent written and oral communication skills. Good problem solving and analytical skills. Strong Customer and Team Orientation. Ability to work independently with minimal supervision. Ability to multitask and handle high work volume with tight deadlines Proficient in Word, Excel, and Microsoft Windows. Some College Preferred but not mandatory. Bi-lingual is a plus. Work Location: This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. Why Corebridge? At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive. Benefit Offerings Include: Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. Employee Assistance Program: Confidential counseling services and resources are available to all employees. Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it. Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy. We are an Equal Opportunity Employer Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.