Annuitant Services & Operations Specialist

Corebridge Financial, Inc.; Houston, Northern (TX, KY); Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health and Wellness

401(k) matching

Employee Assistance Program

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial, Inc. is seeking a Pension Services associate responsible for delivering exceptional customer service to annuitants.

You will handle benefit details, account inquiries, and transactional requests across multiple systems in a hybrid work environment. Qualifications include a college degree (2+ years in insurance/financial service), strong communication, attention to detail, and the ability to explain complex benefits.

Qualifications

• College degree preferred; 2+ years in insurance or financial customer service.
• Excellent verbal and written communication abilities.
• Ability to interpret and explain complex benefits and plan information.

Responsibilities

• Respond to inbound/outbound inquiries about benefits, account information, payment options, and plan provisions.
• Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities with accuracy.
• Educate annuitants on benefit details and case requirements.
• Research, identify, and resolve annuitant issues while adhering to policies and regulatory requirements.
• Review, validate, and maintain annuitant records to ensure data integrity and accuracy.
• Escalate complex issues and collaborate with internal departments to facilitate resolution.
• Document interactions and transactional activities in applicable systems.
• Monitor processing discrepancies, trends, and operational risks affecting annuitant policies.
• Support QA initiatives and participate in process improvements to enhance efficiency and satisfaction.
• Maintain confidentiality of annuitant information and comply with privacy/security rules.
• Meet service level, productivity, quality and performance standards.
• Help drive continuous improvement by suggesting workflow enhancements.
• Other duties as assigned; if remote, work in EST.

Skills

Customer service

Communication skills

Analytical thinking

Attention to detail

Problem solving

Time management

Multi-tasking

Team collaboration

Annuities knowledge

Education

College degree preferred

Job description

Corebridge Financial, Inc. is seeking a Pension Services associate responsible for delivering exceptional customer service to annuitants.

You will handle benefit details, account inquiries, and transactional requests across multiple systems in a hybrid work environment. Qualifications include a college degree (2+ years in insurance/financial service), strong communication, attention to detail, and the ability to explain complex benefits.