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Corebridge Financial · 2 days ago

Customer Service Representative II, Institutional Markets

Williamson County, TX

Full-time

Hybrid

Mid Level

$30K/yr - $35K/yr

3+ years exp

Corebridge Financial is a company that partners with financial professionals and institutions to help people take action in their financial lives. As a Customer Service Representative II, you will be responsible for processing death claims, responding to customer inquiries, and ensuring accurate benefit transactions, all while providing exceptional service to clients.

Financial ServicesInsuranceLife Insurance

Responsibilities

Processing death claims, payout 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 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

Qualification

Insurance experienceCustomer service skillsProficient in WordExcelAttention to detailProblem solving skillsTeam orientationMultitaskBi-lingualCommunication skillsWork independently

Required

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

Preferred

Some College Preferred but not mandatory

Bi-lingual is a plus

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.