Customer Service Representative II, Institutional Markets

Corebridge Financial; California (MO); Remote; USD 30,000 - 35,000; Full time

Benefits offered by this job

Health and wellness plans

Competitive 401(k) matching

Paid Time Off

Job summary

A leading financial services provider is seeking a Customer Service Representative II for remote work. The candidate should have over 3 years of insurance experience, preferably with annuity products. Responsibilities include processing claims, responding to customer inquiries, and ensuring accuracy in transactions. The role offers a salary range of $30,000 to $35,000, with additional benefits such as health plans and 401(k) matching. Join to make a difference in customer service excellence.

Qualifications

• 3+ years of insurance experience, ideally with annuity products.
• Excellent communication skills both written and verbal.
• Strong analytical and problem-solving abilities.

Responsibilities

• Process death claims, payouts, and modify future payments.
• Respond to customer inquiries via phone.
• Research and analyze moderate customer service inquiries.

Skills

Insurance experience

Attention to detail

Written and oral communication skills

Problem-solving skills

Customer orientation

Ability to multitask

Proficiency in Word and Excel

Bi-lingual

Education

Some college preferred

Job description

Customer Service Representative II, Institutional Markets

Join to apply for the Customer Service Representative II, Institutional Markets role at Corebridge Financial.

About the Role

Corebridge Financial helps people make some of the most meaningful decisions they’re ever going to make. We provide solutions through a broad portfolio of life insurance, retirement, and institutional products across an extensive multichannel distribution network. In this role, you will process death claims, payouts, and modify future payments while responding to customer inquiries via mail, fax, or telephone. You will work independently and exercise sound judgment using your knowledge of Structured Settlement procedures.

Responsibilities

• Processing death claims, payouts, and modifying future payments
• Responding to customer phone calls
• Researching, analyzing, and responding to moderate customer service inquiries within acceptable standards
• Entering key data for customer service requests within department quality guidelines
• Handling high‑priority requests quickly, efficiently, and accurately
• Responding positively to written correspondence and e‑mail inquiries with a high level of service and quality that exceeds customer expectations
• Assisting with paperwork that supports a variety of benefit transactions, both phone and mail
• Processing other participant change requests (address, EFT’s, etc.) within department standards
• Maintaining benefits to ensure payments are made to the correct payees
• Coordinating duties and tasks by effective prioritization and time management

Skills and Qualifications

• 3+ years of insurance experience, preferably with immediate or deferred annuity products
• Attention to detail and accuracy
• Excellent written and oral communication skills
• Strong 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
• Some college preferred but not mandatory
• Bi‑lingual is a plus

Work Location

This position is currently designated as remote but may be based in our Amarillo, TX office under our hybrid policy.

Compensation

The anticipated salary range is $30,000 to $35,000 at the commencement of employment. Actual compensation may vary based on location, skills, and experience. The position is eligible for a discretionary bonus under the applicable incentive plan.

Benefit Offerings

• Health and Wellness – medical, dental, vision plans, mental health support, and wellness initiatives
• Retirement Savings – competitive 401(k) plan with dollar‑for‑dollar matching up to 6% and a 3% company contribution
• Employee Assistance Program – confidential counseling services
• Matching Charitable Donations – 1:1 match up to $5,000
• Volunteer Time Off – up to 16 hours annually
• Paid Time Off – at least 24 PTO days for eligible employees

Eligibility for and participation in employer‑sponsored benefit plans and company programs are subject to applicable law, governing plan documents, and company policy.

Equal Opportunity Employer

Corebridge Financial is committed to being an equal opportunity employer and complies with all applicable federal, state, and local fair employment laws. All applicants are considered based on job‑related qualifications and without regard to protected characteristics. The company is also committed to reasonable accommodations for qualified applicants with disabilities or sincerely held religious beliefs.