Customer Service Rep II, Structured Settlements

Finsight Group Inc; Amarillo (TX); On-site; USD 30,000 - 33,000; Full time

Benefits offered by this job

Health and wellness insurance

401(k) retirement plan with matching

Employee Assistance Program

Volunteer Time Off

Paid Time Off

Job summary

Finsight Group Inc is looking for a Customer Service Rep II to deliver exceptional service to participants of Structured Settlements. The ideal candidate will possess at least 3 years of insurance experience and will be responsible for various tasks including responding to inquiries and providing professional guidance to clients.

This role offers a salary range of $30,000 to $33,000 and includes benefits such as health insurance, a 401(k) retirement plan with company matching, and generous Paid Time Off.

Qualifications

• 3+ years of insurance experience preferred.
• Excellent written and oral communication skills.
• Strong customer service orientation.

Responsibilities

• Respond to customer phone calls via recorded lines.
• Research and respond to customer service inquiries.
• Process participant change requests accurately.

Skills

Insurance experience

Communication skills

Problem solving

Attention to detail

Bilingual Spanish

Education

Some college preferred

Tools

Word

Excel

Microsoft Windows

Job description

Customer Service Rep II, Structured Settlements

The Customer Service Rep II plays a crucial role in delivering personalized service to participants of Structured Settlements, assisting with inquiries through various communication channels. The ideal candidate should have at least 3 years of insurance experience and strong communication skills to handle moderate customer service inquiries effectively.

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 information, providing guidance to annuitants by working closely with both internal and external counsel. You will work with a substantial degree of independence and 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 Financial, 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.
• Challenge workflows & procedures and assist in making enhancement recommendations in support of "Exceptional Service".

Skills & Qualifications

• Preferred 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 service 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.
• Bilingual Spanish highly desirable.

Compensation

The anticipated salary range for this position is $30,000 to $33,000 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 the terms of the applicable incentive plan.

• 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.