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Corebridge Financial · 5 months ago

Transaction Processor, Institutional Markets

United States

Full-time

Remote

Entry, Mid Level

$49K/yr - $54K/yr

2+ years exp

Corebridge Financial is dedicated to helping individuals take action in their financial lives. The Transaction Processor role focuses on providing personalized service to participants of pension plans, handling transaction requests, and ensuring compliance with pension administration rules.

Financial ServicesInsuranceLife Insurance

Responsibilities

Process participant transaction requests

Research and respond to customer inquiries

Provide annuity benefit quotes

Process new retirement elections

Research the accounts of deceased participants, recoup overpayments (if necessary), locate beneficiaries and help them complete claim paperwork, process death claims

Support the customer service team by helping to answer incoming calls during periods of unusually high activity

Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures

Other duties and responsibilities, as assigned

Qualification

Insurance experienceFinancial customer serviceMicrosoft Office proficiencyAttention to detailMultitasking abilityOralProblem solving skillsTime management skillsConflict resolution skillsWritten communication

Required

2+ years' experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products

Strong customer orientation

Attention to detail and accuracy

Excellent oral and written communications skills

Good problem solving and analytical skills

Time management skills

Conflict resolution skills

Proficient in Microsoft Office products

Ability to multitask

Preferred

College degree preferred

Benefits

Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.

Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.

Employee Assistance Program: Confidential counseling services and resources are available to all employees.

Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.

Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.

Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.