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
As part of our pensions service department, this role is responsible for delivering exceptional customer service by serving as a primary point of contact for annuitants regarding benefit details, account inquiries and transactional requests. This role combines customer support, operational processing, and problem resolution to ensure accurate, timely and compliant administration of annuitant policies and benefit related transactions.
Responsibilities:
Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions.
Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities with a high degree of accuracy.
Educate annuitants on benefit details and case requirements.
Research, identify, and resolve annuitant issues while ensuring adherence to established policies, procedures and regulatory requirements.
Review, validate, and maintain annuitant records to ensure data integrity and accuracy.
Escalate complex issues as appropriate and collaborate with internal departments to facilitate resolution.
Document interactions and transactional activities in applicable systems.
Monitor and identify processing discrepancies, trends, and operational risks impacting annuitant policies.
Support quality assurance initiatives and participate in process improvement efforts to enhance operational efficiency and annuitant satisfaction.
Maintain confidentiality of annuitant information and comply with all privacy and security requirements.
Meet established service level, productivity, quality and performance standards.
Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures
Other duties and responsibilities, as assigned
If remote, must be able to work in the Eastern Standard Time Zone.
Skills and Qualifications
Strong customer service and relationship management skills.
College degree preferred
2+ years’ experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products
Excellent verbal and written communication abilities.
Active listening and effective questioning techniques.
Analytical thinking and problem-solving capabilities.
Attention to detail and commitment to accuracy.
Ability to interpret and explain complex benefits and plan information.
Knowledge of operational processes, transaction processing, and data management.
Time management and multitasking skills in a fast-paced environment.
Ability to navigate multiple systems and applications simultaneously.
Sound judgment and decision-making abilities.
Compliance and risk awareness.
Collaboration and cross-functional partnership skills
Compensation
The anticipated salary range for this position is $45, 000 to $55, 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…