Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Nashville, Tennessee, United States
Customer Service Representative II, Institutional Markets
Corebridge Financial is a leading provider of life insurance, retirement, and institutional products, offering a broad portfolio through an extensive, multichannel distribution network. We partner with financial professionals and institutions to help people protect the future they envision and navigate life’s most difficult moments.
About The Company At Corebridge Financial, we believe action is everything. Every day we work to enable people to take action in their financial lives, both today and in the future.
Our Core Values
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 As a Customer Service Representative II, you will handle processing of death claims, payouts, and modifications to future payments. You will respond to inquiries from annuitants via mail, fax, or telephone, requiring independent judgment and a thorough understanding of Structured Settlement procedures and philosophies. This position is remote, with an option to work from the Amarillo, TX office.
Responsibilities
Process death claims, payouts, and modify future payments.
Respond to customer phone calls.
Research, analyze, and respond to moderate customer service inquiries within acceptable standards.
Enter key data for customer service requests in line with departmental quality guidelines.
Handle high‑priority requests rapidly, efficiently, and accurately.
Respond positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds customer expectations.
Assist in completing paperwork for a variety of benefit transactions, both by phone and mail.
Process participant change requests (address, EFTs, etc.) within departmental standards.
Maintain benefits to ensure payments are sent to the correct payees.
Coordinate duties and tasks by effectively prioritizing 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.
Proficiency in Word, Excel, and Microsoft Windows.
Some college preferred, but not mandatory.
Bi‑lingual is a plus.
Work Location Position is remote with an option to be based in our Amarillo, TX office under our hybrid policy.
Compensation Salary range: $30,000 to $35,000 at commencement. Final offer depends on geographic location, skills, experience and other qualifications. Position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Why Corebridge? We prioritize health, well‑being, and work‑life balance. Our comprehensive benefits and wellness program support employees both personally and professionally, ensuring they have the resources and flexibility to thrive.
Benefit Offerings
Health and wellness: Medical, dental, and vision insurance; mental health support; and wellness initiatives.
Retirement savings: Competitive 401(k) plan with a generous dollar‑for‑dollar company match up to 6% and a 3% company contribution, vesting immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: 1:1 match up to $5,000.
Volunteer Time Off: Up to 16 hours annually to support community activities.
Paid Time Off: At least 24 PTO days upon hire.
Eligibility for and participation in employer‑sponsored benefit plans and company programs will be subject to applicable law, governing plan documents(s), 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 will be considered for employment based on job‑related qualifications. We do not discriminate on the basis of race, color, religion, sex, gender, gender identity, expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We also comply with fair employment practices regarding citizenship and immigration status.
Corebridge Financial provides reasonable accommodations to applicants and employees with physical or mental disabilities or sincerely held religious beliefs. Please email TalentandInclusion@corebridgefinancial.com to request accommodations.
We consider qualified applicants with criminal histories, consistent with applicable law.
More information:
www.corebridgefinancial.com
Functional Area OR Operations – No Travel required. Relocation: Not provided.
Employment Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Additional Information Referrals increase the chances of interview. Get notified about new Customer Service Representative jobs in Shelby County, TN.
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About The Company At Corebridge Financial, we believe action is everything. Every day we work to enable people to take action in their financial lives, both today and in the future.
Our Core Values
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 As a Customer Service Representative II, you will handle processing of death claims, payouts, and modifications to future payments. You will respond to inquiries from annuitants via mail, fax, or telephone, requiring independent judgment and a thorough understanding of Structured Settlement procedures and philosophies. This position is remote, with an option to work from the Amarillo, TX office.
Responsibilities
Process death claims, payouts, and modify future payments.
Respond to customer phone calls.
Research, analyze, and respond to moderate customer service inquiries within acceptable standards.
Enter key data for customer service requests in line with departmental quality guidelines.
Handle high‑priority requests rapidly, efficiently, and accurately.
Respond positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds customer expectations.
Assist in completing paperwork for a variety of benefit transactions, both by phone and mail.
Process participant change requests (address, EFTs, etc.) within departmental standards.
Maintain benefits to ensure payments are sent to the correct payees.
Coordinate duties and tasks by effectively prioritizing 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.
Proficiency in Word, Excel, and Microsoft Windows.
Some college preferred, but not mandatory.
Bi‑lingual is a plus.
Work Location Position is remote with an option to be based in our Amarillo, TX office under our hybrid policy.
Compensation Salary range: $30,000 to $35,000 at commencement. Final offer depends on geographic location, skills, experience and other qualifications. Position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Why Corebridge? We prioritize health, well‑being, and work‑life balance. Our comprehensive benefits and wellness program support employees both personally and professionally, ensuring they have the resources and flexibility to thrive.
Benefit Offerings
Health and wellness: Medical, dental, and vision insurance; mental health support; and wellness initiatives.
Retirement savings: Competitive 401(k) plan with a generous dollar‑for‑dollar company match up to 6% and a 3% company contribution, vesting immediately.
Employee Assistance Program: Confidential counseling services and resources.
Matching charitable donations: 1:1 match up to $5,000.
Volunteer Time Off: Up to 16 hours annually to support community activities.
Paid Time Off: At least 24 PTO days upon hire.
Eligibility for and participation in employer‑sponsored benefit plans and company programs will be subject to applicable law, governing plan documents(s), 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 will be considered for employment based on job‑related qualifications. We do not discriminate on the basis of race, color, religion, sex, gender, gender identity, expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We also comply with fair employment practices regarding citizenship and immigration status.
Corebridge Financial provides reasonable accommodations to applicants and employees with physical or mental disabilities or sincerely held religious beliefs. Please email TalentandInclusion@corebridgefinancial.com to request accommodations.
We consider qualified applicants with criminal histories, consistent with applicable law.
More information:
www.corebridgefinancial.com
Functional Area OR Operations – No Travel required. Relocation: Not provided.
Employment Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Additional Information Referrals increase the chances of interview. Get notified about new Customer Service Representative jobs in Shelby County, TN.
#J-18808-Ljbffr