Customer Service Representative II, Institutional Markets
Corebridge FinancialAbout the role
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.
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 providing personalized and professional service to participants of Structured Settlements. You’ll do this by responding inquiries by annuitants. These inquiries my 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! Get your foot in the door within a growing division at Corebridge where the right candidates can accelerate and continue to grow.
Responsibilities
- Respond to customer phone calls via recorded lines
- Participate in monthly peer review to evaluate call quality
- 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 or e-mail inquiries providing a high level of service and quality that exceeds customer expectation
- 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, EFT's, etc.) within the department standards
- Maintaining 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 but has the option to be based in our Amarillo TX office, if preferred, 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 be dependent 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 t
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