Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Raleigh, North Carolina, United States
Overview
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Customer Service Representative II, Institutional Markets
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Corebridge Financial . Corebridge Financial helps people make meaningful financial decisions. We support planning and action to protect futures, with solutions across life insurance, retirement, and institutional products, delivered through a multichannel distribution network. Our client-centered service, breadth of product expertise, deep distribution relationships, and dedicated team help us deliver on our mission. Responsibilities
Processing death claims, payout and modify future payments Respond to customer phone calls 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 e-mail inquiries, providing a high level of service that exceeds expectations 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 department standards Maintain 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 currently remote but has the option to be based in our Amarillo TX office, subject to hybrid policy which allows a mix of in-office and remote work. Compensation
The anticipated salary range for this position is $30,000 to $35,000 at the start of employment. The actual compensation offered depends on factors such as geographic location, skills, experience, and other qualifications. The position is eligible for a discretionary bonus under the applicable incentive plan. Why Corebridge?
We prioritize health, well-being, and work-life balance. Our benefits and wellness program support employees both personally and professionally. Benefit Offerings Include
Health and Wellness: medical, dental, vision, mental health support, and wellness initiatives Retirement Savings: 401(k) with company matching up to 6% and company contributions up to 3% (vest immediately) Employee Assistance Program: confidential counseling and resources Matching charitable donations: Corebridge matches donations 1:1 up to $5,000 Volunteer Time Off: up to 16 hours annually Paid Time Off: at least 24 PTO days to start Eligibility for benefits is subject to plan documents and company policy. We are an Equal Opportunity Employer. We comply with applicable laws and do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. If you need reasonable accommodations during the application process, email TalentandInclusion@corebridgefinancial.com. We consider qualified applicants with criminal histories as permitted by law.
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Join to apply for the
Customer Service Representative II, Institutional Markets
role at
Corebridge Financial . Corebridge Financial helps people make meaningful financial decisions. We support planning and action to protect futures, with solutions across life insurance, retirement, and institutional products, delivered through a multichannel distribution network. Our client-centered service, breadth of product expertise, deep distribution relationships, and dedicated team help us deliver on our mission. Responsibilities
Processing death claims, payout and modify future payments Respond to customer phone calls 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 e-mail inquiries, providing a high level of service that exceeds expectations 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 department standards Maintain 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 currently remote but has the option to be based in our Amarillo TX office, subject to hybrid policy which allows a mix of in-office and remote work. Compensation
The anticipated salary range for this position is $30,000 to $35,000 at the start of employment. The actual compensation offered depends on factors such as geographic location, skills, experience, and other qualifications. The position is eligible for a discretionary bonus under the applicable incentive plan. Why Corebridge?
We prioritize health, well-being, and work-life balance. Our benefits and wellness program support employees both personally and professionally. Benefit Offerings Include
Health and Wellness: medical, dental, vision, mental health support, and wellness initiatives Retirement Savings: 401(k) with company matching up to 6% and company contributions up to 3% (vest immediately) Employee Assistance Program: confidential counseling and resources Matching charitable donations: Corebridge matches donations 1:1 up to $5,000 Volunteer Time Off: up to 16 hours annually Paid Time Off: at least 24 PTO days to start Eligibility for benefits is subject to plan documents and company policy. We are an Equal Opportunity Employer. We comply with applicable laws and do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. If you need reasonable accommodations during the application process, email TalentandInclusion@corebridgefinancial.com. We consider qualified applicants with criminal histories as permitted by law.
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