Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, California, Missouri, United States, 65018
Customer Service Representative II, Institutional Markets
Join to apply for the
Customer Service Representative II, Institutional Markets
role at
Corebridge Financial .
About the Role Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We provide solutions through a broad portfolio of life insurance, retirement, and institutional products across an extensive multichannel distribution network. In this role, you will process death claims, payouts, and modify future payments while responding to customer inquiries via mail, fax, or telephone. You will work independently and exercise sound judgment using your knowledge of Structured Settlement procedures.
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 quickly, efficiently, and accurately
Responding positively to written correspondence and e‑mail inquiries with a high level of service and quality that exceeds customer expectations
Assisting with paperwork that supports a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT’s, etc.) within department standards
Maintaining benefits to ensure payments are made to the correct payees
Coordinating duties and tasks by 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
Strong 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 currently designated as remote but may be based in our Amarillo, TX office under our hybrid policy.
Compensation The anticipated salary range is
$30,000 to $35,000
at the commencement of employment. Actual compensation may vary based on location, skills, and experience. The position is eligible for a discretionary bonus under the applicable incentive plan.
Benefit Offerings
Health and Wellness – medical, dental, vision plans, mental health support, and wellness initiatives
Retirement Savings – competitive 401(k) plan with dollar‑for‑dollar matching up to 6% and a 3% company contribution
Employee Assistance Program – confidential counseling services
Matching Charitable Donations – 1:1 match up to $5,000
Volunteer Time Off – up to 16 hours annually
Paid Time Off – at least 24 PTO days for eligible employees
Eligibility for and participation in employer‑sponsored benefit plans and company programs are 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 and without regard to protected characteristics. The company is also committed to reasonable accommodations for qualified applicants with disabilities or sincerely held religious beliefs.
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Customer Service Representative II, Institutional Markets
role at
Corebridge Financial .
About the Role Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We provide solutions through a broad portfolio of life insurance, retirement, and institutional products across an extensive multichannel distribution network. In this role, you will process death claims, payouts, and modify future payments while responding to customer inquiries via mail, fax, or telephone. You will work independently and exercise sound judgment using your knowledge of Structured Settlement procedures.
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 quickly, efficiently, and accurately
Responding positively to written correspondence and e‑mail inquiries with a high level of service and quality that exceeds customer expectations
Assisting with paperwork that supports a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFT’s, etc.) within department standards
Maintaining benefits to ensure payments are made to the correct payees
Coordinating duties and tasks by 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
Strong 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 currently designated as remote but may be based in our Amarillo, TX office under our hybrid policy.
Compensation The anticipated salary range is
$30,000 to $35,000
at the commencement of employment. Actual compensation may vary based on location, skills, and experience. The position is eligible for a discretionary bonus under the applicable incentive plan.
Benefit Offerings
Health and Wellness – medical, dental, vision plans, mental health support, and wellness initiatives
Retirement Savings – competitive 401(k) plan with dollar‑for‑dollar matching up to 6% and a 3% company contribution
Employee Assistance Program – confidential counseling services
Matching Charitable Donations – 1:1 match up to $5,000
Volunteer Time Off – up to 16 hours annually
Paid Time Off – at least 24 PTO days for eligible employees
Eligibility for and participation in employer‑sponsored benefit plans and company programs are 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 and without regard to protected characteristics. The company is also committed to reasonable accommodations for qualified applicants with disabilities or sincerely held religious beliefs.
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