Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Phila, Pennsylvania, United States
Customer Service Representative II, Institutional Markets
4 days ago – Be among the first 25 applicants.
Who We Are 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.
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 Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. As a Customer Service Rep II, you will be responsible for processing death claims, payout and modifying future payments. You’ll respond to inquiries by annuitants via mail, fax, or telephone and may require direct interaction and follow‑up on missing or inaccurate information. You will work with significant independence, exhibit good judgment and a thorough understanding of Structured Settlement procedures and philosophies. This remote position offers an opportunity to start and grow your career in a financial industry that provides customers with financial security.
Responsibilities
Processing death claims, payout and modifying future payments
Responding to customer phone calls
Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
Key data input for customer service requests within department quality guidelines
Handling high‑priority requests efficiently and accurately
Responding positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds customer expectations
Providing assistance in completing paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFTs, etc.) within department standards
Maintaining benefits to ensure payments go to the correct payees
Coordinating duties and tasks through 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 a plus
Work Location This position is currently designated as remote but has the option to be based in our Amarillo, TX office, subject to our hybrid policy.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. The actual compensation offered will depend on factors such as geographic location, skills, experience, and other qualifications. The position is 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 supports employees personally and professionally, ensuring they have the resources and flexibility needed to thrive.
Benefit Offerings
Health and Wellness: Medical, dental, vision insurance plans, mental health support, and wellness initiatives.
Retirement Savings: 401(k) plan with up to 6% company match and equal contribution of 3% (subject to IRS limits). All contributions vest 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 volunteer hours annually.
Paid Time Off: Minimum 24 PTO days for eligible employees.
Equal Opportunity Employer Corebridge Financial is a committed equal opportunity employer. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. We provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs.
Key Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Other
Functional Area Operations – OP Travel: No travel required Relocation: Not provided
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Who We Are 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.
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 Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. As a Customer Service Rep II, you will be responsible for processing death claims, payout and modifying future payments. You’ll respond to inquiries by annuitants via mail, fax, or telephone and may require direct interaction and follow‑up on missing or inaccurate information. You will work with significant independence, exhibit good judgment and a thorough understanding of Structured Settlement procedures and philosophies. This remote position offers an opportunity to start and grow your career in a financial industry that provides customers with financial security.
Responsibilities
Processing death claims, payout and modifying future payments
Responding to customer phone calls
Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
Key data input for customer service requests within department quality guidelines
Handling high‑priority requests efficiently and accurately
Responding positively to written correspondence and e‑mail inquiries, providing a high level of service that exceeds customer expectations
Providing assistance in completing paperwork supporting a variety of benefit transactions, both phone and mail
Processing other participant change requests (address, EFTs, etc.) within department standards
Maintaining benefits to ensure payments go to the correct payees
Coordinating duties and tasks through 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 a plus
Work Location This position is currently designated as remote but has the option to be based in our Amarillo, TX office, subject to our hybrid policy.
Compensation The anticipated salary range for this position is $30,000 to $35,000 at the commencement of employment. The actual compensation offered will depend on factors such as geographic location, skills, experience, and other qualifications. The position is 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 supports employees personally and professionally, ensuring they have the resources and flexibility needed to thrive.
Benefit Offerings
Health and Wellness: Medical, dental, vision insurance plans, mental health support, and wellness initiatives.
Retirement Savings: 401(k) plan with up to 6% company match and equal contribution of 3% (subject to IRS limits). All contributions vest 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 volunteer hours annually.
Paid Time Off: Minimum 24 PTO days for eligible employees.
Equal Opportunity Employer Corebridge Financial is a committed equal opportunity employer. All applicants will be considered for employment based on job‑related qualifications and without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or other protected characteristics. We provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs.
Key Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Other
Functional Area Operations – OP Travel: No travel required Relocation: Not provided
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