Hybrid Retirement Services Associate – Stamford

Legal & General America; Stamford (CT); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) match

Health benefits

Parental leave

Tuition reimbursement

Flexible work arrangements

Job summary

Banner Life Insurance Company in Stamford, CT, is seeking a Retirement Services Associate to support Legal & General's U.S. Pension Risk Transfer business. You'll handle incoming service calls and emails, perform administrative tasks, and deliver prompt, accurate service.

The role emphasizes customer service, attention to detail, and ability to work in a hybrid environment. Candidates should have strong MS Office skills and a solid understanding of pensions and annuities.

Qualifications

• 2+ years' experience in a customer service/administrative related position.
• Call Center experience preferred.
• Understanding of pensions and annuities.
• Ability to work independently in a team environment.
• Strong organizational and problem-solving skills.
• Excellent written and oral communication.
• High level of confidentiality, discretion, and professionalism.

Responsibilities

• Handle incoming client calls and emails with outstanding service.
• Review and process incoming mail and search for missing annuitants as needed.
• Research benefit payment inquiries and set up direct deposits.
• Process death reports, address changes, and tax withholding updates.
• Gather information from callers and route to appropriate department.
• Provide year-end tax form information and support.
• Monitor mail and task activity daily and respond to inquiries promptly.
• Perform other duties as assigned.

Skills

Customer service

Pensions knowledge

Communication skills

Organizational skills

Problem-solving

Education

High School Diploma or equivalent

College preferred

Tools

Microsoft Office Suite

Job description

Banner Life Insurance Company in Stamford, CT, is seeking a Retirement Services Associate to support Legal & General's U.S. Pension Risk Transfer business. You'll handle incoming service calls and emails, perform administrative tasks, and deliver prompt, accurate service.

The role emphasizes customer service, attention to detail, and ability to work in a hybrid environment. Candidates should have strong MS Office skills and a solid understanding of pensions and annuities.