Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Madison, Wisconsin, United States
Customer Service Representative II, Institutional Markets
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 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’ll do this by responding to inquiries from 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! This position is currently designated as remote.
Responsibilities
Processing death claims, payouts, and modifying 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 or e‑mail inquiries, providing a high level of service and quality that exceeds customer 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 the 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 designated as remote, with the option to be based in our Amarillo, TX office, subject to our hybrid policy which gives employees the benefits of working both in office and remotely.
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 multiple factors, which may include the candidate’s geographic location, skills, experience, and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.
Benefit Offerings
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; 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 with at least 24 paid time off (PTO) days so they can take time off for themselves and their families when they need it.
We are an 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 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 also commits to compliance with all fair employment practices regarding citizenship and immigration status.
We will consider qualified applicants with criminal histories, consistent with applicable law.
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 need a reasonable accommodation, please send an email to TalentandInclusion@corebridgefinancial.com.
Functional Area OP – Operations.
Estimated travel: none. Relocation: none.
For more information, visit https://www.corebridgefinancial.com.
#J-18808-Ljbffr
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 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’ll do this by responding to inquiries from 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! This position is currently designated as remote.
Responsibilities
Processing death claims, payouts, and modifying 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 or e‑mail inquiries, providing a high level of service and quality that exceeds customer 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 the 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 designated as remote, with the option to be based in our Amarillo, TX office, subject to our hybrid policy which gives employees the benefits of working both in office and remotely.
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 multiple factors, which may include the candidate’s geographic location, skills, experience, and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.
Benefit Offerings
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; 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 with at least 24 paid time off (PTO) days so they can take time off for themselves and their families when they need it.
We are an 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 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 also commits to compliance with all fair employment practices regarding citizenship and immigration status.
We will consider qualified applicants with criminal histories, consistent with applicable law.
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 need a reasonable accommodation, please send an email to TalentandInclusion@corebridgefinancial.com.
Functional Area OP – Operations.
Estimated travel: none. Relocation: none.
For more information, visit https://www.corebridgefinancial.com.
#J-18808-Ljbffr