Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Des Moines, Iowa, United States
Customer Service Representative II, Institutional Markets
2 days ago Be among the first 25 applicants
About us At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
About the Role 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 an outstanding team of hardworking and passionate employees.
As a Customer Service Rep II, you will be responsible for processing death claims, payouts and modifying future payments. You respond to inquiries from annuitants which may come via mail, fax, or telephone and may require direct interaction as well as follow‑up on missing or inaccurate information. You will work with a significant degree of independence and must 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 security. The position is currently designated as remote.
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
Performing key data input for customer service requests within department quality guidelines
Handling high‑priority requests rapidly, efficiently, and accurately
Responding positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds expectations
Assisting in the completion of paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT, etc.) within department standards
Maintaining benefits to ensure payments go to the correct payees
Coordinating duties and tasks through effective prioritization 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 an advantage
Work Location This position is currently designated as remote but may be based in our Amarillo, TX office if preferred, subject to our hybrid policy which gives employees the benefits of working both in the office and remotely.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. The actual compensation offered will ultimately depend on factors such as geographic location, skills, experience, and other qualifications. The position is also eligible for a discretionary bonus per the applicable incentive plan.
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 personally and professionally, ensuring they have the resources and flexibility needed to thrive.
Benefit Offerings
Health and Wellness: Medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
Retirement Savings: 401(k) plan with up to 6% company match and 3% contribution, vesting immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Up to 16 hours annually.
Paid Time Off: Minimum 24 PTO days.
Eligibility for and participation in employer‑sponsored benefit plans and company programs will be subject to applicable law, governing plan documents, and company policy.
Equal Opportunity Employer Corebridge Financial is committed to being an equal‑opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job‑related qualifications, without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The company also complies with fair employment practices regarding citizenship and immigration status. We provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs per applicable law. We consider qualified applicants with criminal histories in accordance with applicable law. For more information, visit www.corebridgefinancial.com.
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About us At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
About the Role 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 an outstanding team of hardworking and passionate employees.
As a Customer Service Rep II, you will be responsible for processing death claims, payouts and modifying future payments. You respond to inquiries from annuitants which may come via mail, fax, or telephone and may require direct interaction as well as follow‑up on missing or inaccurate information. You will work with a significant degree of independence and must 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 security. The position is currently designated as remote.
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
Performing key data input for customer service requests within department quality guidelines
Handling high‑priority requests rapidly, efficiently, and accurately
Responding positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds expectations
Assisting in the completion of paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT, etc.) within department standards
Maintaining benefits to ensure payments go to the correct payees
Coordinating duties and tasks through effective prioritization 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 an advantage
Work Location This position is currently designated as remote but may be based in our Amarillo, TX office if preferred, subject to our hybrid policy which gives employees the benefits of working both in the office and remotely.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. The actual compensation offered will ultimately depend on factors such as geographic location, skills, experience, and other qualifications. The position is also eligible for a discretionary bonus per the applicable incentive plan.
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 personally and professionally, ensuring they have the resources and flexibility needed to thrive.
Benefit Offerings
Health and Wellness: Medical, dental, and vision insurance plans, mental health support, and wellness initiatives.
Retirement Savings: 401(k) plan with up to 6% company match and 3% contribution, vesting immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Up to 16 hours annually.
Paid Time Off: Minimum 24 PTO days.
Eligibility for and participation in employer‑sponsored benefit plans and company programs will be subject to applicable law, governing plan documents, and company policy.
Equal Opportunity Employer Corebridge Financial is committed to being an equal‑opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job‑related qualifications, without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The company also complies with fair employment practices regarding citizenship and immigration status. We provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs per applicable law. We consider qualified applicants with criminal histories in accordance with applicable law. For more information, visit www.corebridgefinancial.com.
#J-18808-Ljbffr