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Corebridge Financial

Customer Service Representative II, Institutional Markets

Corebridge Financial, New York, New York, United States

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Customer Service Representative II, Institutional Markets Corebridge Financial is seeking a

Customer Service Representative II

to process death claims, payouts and modify future payments for annuitant inquiries via mail, fax or telephone. This remote position is headquartered in Amarillo, TX but offers remote work.

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.

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.

Provide necessary assistance in completing 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 go to 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 but offers the option to be based in Amarillo, TX subject to the 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 ultimately depend on geographic location, skills, experience, and other qualifications. The position is eligible for a discretionary bonus under the applicable incentive plan.

Benefits

Health and wellness: medical, dental, vision insurance and mental health support.

Retirement savings: 401(k) with company match up to 6% (subject to annual IRS limits and plan terms).

Employee assistance program.

Matching charitable donations up to $5,000.

Volunteer time off: up to 16 hours annually.

Paid time off: at least 24 PTO days.

Equal Opportunity Employer Corebridge Financial is committed to equal‑opportunity employment and will consider qualified applicants with criminal histories consistent with applicable law. Reasonable accommodations are available for applicants and employees with disabilities or religious beliefs.

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