Corebridge Financial
Customer Service Representative II, Institutional Markets
Corebridge Financial, Hartford, Connecticut, United States
Customer Service Representative II, Institutional Markets
Apply for the
Customer Service Representative II, Institutional Markets
role at
Corebridge Financial .
About the Company At Corebridge Financial, we believe action is everything. 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 of our culture and 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 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. As a Customer Service Representative II, you will be responsible for processing death claims, payouts, and modifying future payments. You’ll respond to inquiries from annuitants that may come via mail, fax, or telephone, and will require direct interaction with the annuitant/client as well as follow‑up for 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 customers with financial security. This position is currently remote, with the option to be based in our Amarillo, TX office per our hybrid policy.
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 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 department standards.
Maintain benefits to ensure payments are going to the correct payees.
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.
Proficiency in Word, Excel, and Microsoft Windows.
Some college preferred but not mandatory.
Bi‑lingual is a plus.
Work Location This position is remote, with the option to be based in our Amarillo, TX office per our hybrid policy, which offers employees the benefits of working both in the office and remotely.
Compensation The anticipated salary range is $30,000 to $35,000 at the commencement of employment. Actual compensation offered will depend on factors such as geographic location, skills, experience, and other qualifications. The position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Benefits
Health and wellness: medical, dental, vision insurance plans, mental health support, and wellness initiatives.
Retirement savings: 401(k) plan with employer match up to 6% of eligible pay and a matching contribution equal to 3% of eligible pay; contributions vest immediately.
Employee assistance program: confidential counseling services and resources.
Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
Volunteer time off: up to 16 volunteer hours annually for community activities.
Paid time off: at least 24 PTO days for eligible employees.
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 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. We also comply with citizenship and immigration status requirements, provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs, and consider qualified applicants with criminal histories consistently with applicable law.
For reasonable accommodations, contact
TalentandInclusion@corebridgefinancial.com .
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Contact To learn more, visit
www.corebridgefinancial.com .
#J-18808-Ljbffr
Customer Service Representative II, Institutional Markets
role at
Corebridge Financial .
About the Company At Corebridge Financial, we believe action is everything. 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 of our culture and 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 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. As a Customer Service Representative II, you will be responsible for processing death claims, payouts, and modifying future payments. You’ll respond to inquiries from annuitants that may come via mail, fax, or telephone, and will require direct interaction with the annuitant/client as well as follow‑up for 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 customers with financial security. This position is currently remote, with the option to be based in our Amarillo, TX office per our hybrid policy.
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 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 department standards.
Maintain benefits to ensure payments are going to the correct payees.
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.
Proficiency in Word, Excel, and Microsoft Windows.
Some college preferred but not mandatory.
Bi‑lingual is a plus.
Work Location This position is remote, with the option to be based in our Amarillo, TX office per our hybrid policy, which offers employees the benefits of working both in the office and remotely.
Compensation The anticipated salary range is $30,000 to $35,000 at the commencement of employment. Actual compensation offered will depend on factors such as geographic location, skills, experience, and other qualifications. The position is eligible for a discretionary bonus in accordance with the applicable incentive plan.
Benefits
Health and wellness: medical, dental, vision insurance plans, mental health support, and wellness initiatives.
Retirement savings: 401(k) plan with employer match up to 6% of eligible pay and a matching contribution equal to 3% of eligible pay; contributions vest immediately.
Employee assistance program: confidential counseling services and resources.
Matching charitable donations: Corebridge matches donations to tax‑exempt organizations 1:1, up to $5,000.
Volunteer time off: up to 16 volunteer hours annually for community activities.
Paid time off: at least 24 PTO days for eligible employees.
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 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. We also comply with citizenship and immigration status requirements, provide reasonable accommodations for applicants and employees with disabilities or sincerely held religious beliefs, and consider qualified applicants with criminal histories consistently with applicable law.
For reasonable accommodations, contact
TalentandInclusion@corebridgefinancial.com .
Job Details
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Other
Contact To learn more, visit
www.corebridgefinancial.com .
#J-18808-Ljbffr