Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Salt Lake City, Utah, United States
Customer Service Representative II, Institutional Markets
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.
About The Role As a Customer Service Rep II, you will be responsible for processing death claims, payouts and modifying future payments. You’ll do this by responding to inquiries from annuitants via mail, fax, or telephone and may require direct interaction with the annuitant/client and follow‑up on 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.
Responsibilities
Processing death claims, payouts, and modifying future payments
Responding to customer phone calls
Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
Entering key data for customer service requests within department quality guidelines
Handling high‑priority requests in a rapid, efficient, and accurate manner
Responding positively to participant written correspondence or e‑mail inquiries, providing a high level of service that exceeds customer expectations
Providing necessary assistance in the completion of paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT’s, etc.) within the department standards
Maintaining benefits to ensure payments are going to the payees correctly
Coordinating 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 designated as remote with the option to be based in our Amarillo, TX office subject to our hybrid policy.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately depend on factors such as geographic location, skills, experience, and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Benefit Offerings
Health and Wellness: Medical, dental, vision insurance plans, and mental health support
Retirement Savings: 401(k) plan with company matching contributions
Employee Assistance Program: Confidential counseling services and resources
Matching charitable donations: Company matches donations 1:1 up to $5,000
Volunteer Time Off: Up to 16 volunteer hours annually
Paid Time Off: Starts with at least 24 PTO days
Equal Opportunity Employer Corebridge Financial is an equal opportunity employer and complies 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 protected characteristics. The Company also complies with citizenship and immigration status requirements. Reasonable accommodations are available for job applicants and employees with disabilities or sincerely held religious beliefs. For accommodation requests, please email TalentandInclusion@corebridgefinancial.com. Corebridge considers qualified applicants with criminal histories in accordance with applicable law.
Functional Area Operations
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About The Role As a Customer Service Rep II, you will be responsible for processing death claims, payouts and modifying future payments. You’ll do this by responding to inquiries from annuitants via mail, fax, or telephone and may require direct interaction with the annuitant/client and follow‑up on 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.
Responsibilities
Processing death claims, payouts, and modifying future payments
Responding to customer phone calls
Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
Entering key data for customer service requests within department quality guidelines
Handling high‑priority requests in a rapid, efficient, and accurate manner
Responding positively to participant written correspondence or e‑mail inquiries, providing a high level of service that exceeds customer expectations
Providing necessary assistance in the completion of paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT’s, etc.) within the department standards
Maintaining benefits to ensure payments are going to the payees correctly
Coordinating 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 designated as remote with the option to be based in our Amarillo, TX office subject to our hybrid policy.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately depend on factors such as geographic location, skills, experience, and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Benefit Offerings
Health and Wellness: Medical, dental, vision insurance plans, and mental health support
Retirement Savings: 401(k) plan with company matching contributions
Employee Assistance Program: Confidential counseling services and resources
Matching charitable donations: Company matches donations 1:1 up to $5,000
Volunteer Time Off: Up to 16 volunteer hours annually
Paid Time Off: Starts with at least 24 PTO days
Equal Opportunity Employer Corebridge Financial is an equal opportunity employer and complies 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 protected characteristics. The Company also complies with citizenship and immigration status requirements. Reasonable accommodations are available for job applicants and employees with disabilities or sincerely held religious beliefs. For accommodation requests, please email TalentandInclusion@corebridgefinancial.com. Corebridge considers qualified applicants with criminal histories in accordance with applicable law.
Functional Area Operations
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