Operations Processing Specialist, Pension Risk Transfer

American General Life Insurance Company; Texas; Hybrid; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health insurance

401(k) match

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial in Houston, TX is seeking a Pension Services Specialist to serve as the primary contact for annuitants, handling benefit details, account inquiries and transactional requests.

You will process annuitant requests, educate on benefits, ensure data accuracy, and collaborate with internal teams to resolve issues while maintaining confidentiality and regulatory compliance. The role offers a hybrid work arrangement and growth opportunities.

Qualifications

• Strong customer service and relationship management skills.
• College degree preferred.
• 2+ years’ experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products.
• Excellent verbal and written communication abilities.

Responsibilities

• Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions.
• Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities with a high degree of accuracy.
• Educate annuitants on benefit details and case requirements.
• Research, identify, and resolve annuitant issues while ensuring adherence to established policies, procedures and regulatory requirements.
• Review, validate, and maintain annuitant records to ensure data integrity and accuracy.
• Escalate complex issues as appropriate and collaborate with internal departments to facilitate resolution.
• Document interactions and transactional activities in applicable systems.
• Monitor and identify processing discrepancies, trends, and operational risks impacting annuitant policies.
• Support quality assurance initiatives and participate in process improvement efforts to enhance operational efficiency and annuitant satisfaction.
• Maintain confidentiality of annuitant information and comply with all privacy and security requirements.
• Meet established service level, productivity, quality and performance standards.
• Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures.

Skills

Customer service

Relationship management

Communication skills

Attention to detail

Time management

Analytical thinking

Explain benefits

Education

College degree preferred

Tools

Multiple systems and applications

Job description

Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

About the role

As part of our pensions service department, this role is responsible for delivering exceptional customer service by serving as a primary point of contact for annuitants regarding benefit details, account inquiries and transactional requests. This role combines customer support, operational processing, and problem resolution to ensure accurate, timely and compliant administration of annuitant policies and benefit related transactions.

Responsibilities

• Respond to inbound and outbound customer inquiries regarding benefits, account information, payment options, and plan provisions.
• Process annuitant requests, transactions, account updates, beneficiary changes, and other service-related activities with a high degree of accuracy.
• Educate annuitants on benefit details and case requirements.
• Research, identify, and resolve annuitant issues while ensuring adherence to established policies, procedures and regulatory requirements.
• Review, validate, and maintain annuitant records to ensure data integrity and accuracy.
• Escalate complex issues as appropriate and collaborate with internal departments to facilitate resolution.
• Document interactions and transactional activities in applicable systems.
• Monitor and identify processing discrepancies, trends, and operational risks impacting annuitant policies.
• Support quality assurance initiatives and participate in process improvement efforts to enhance operational efficiency and annuitant satisfaction.
• Maintain confidentiality of annuitant information and comply with all privacy and security requirements.
• Meet established service level, productivity, quality and performance standards.
• Help drive continuous improvement by making enhancement recommendations for existing workflows & procedures.

Other duties and responsibilities, as assigned

Other duties and responsibilities, as assigned

Skills and Qualifications

• Strong customer service and relationship management skills.
• College degree preferred.
• 2+ years’ experience in insurance or financial customer service, preferably with experience in deferred and/or immediate annuity products.
• Excellent verbal and written communication abilities.
• Active listening and effective questioning techniques.
• Analytical thinking and problem-solving capabilities.
• Attention to detail and commitment to accuracy.
• Ability to interpret and explain complex benefits and plan information.
• Knowledge of operational processes, transaction processing, and data management.
• Time management and multitasking skills in a fast-paced environment.
• Ability to navigate multiple systems and applications simultaneously.
• Sound judgment and decision-making abilities.
• Compliance and risk awareness.
• Collaboration and cross-functional partnership skills.

Compensation

The anticipated salary range for this position is $45, 000 to $55, 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.

Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Work Location

This position is based in Corebridge Financial’s Houston-TX or Woodland Hills-CA or Jersey City-NJ office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. This position will consider a remote location for the right candidate but must be agreeable to work 8:00 am EST - 5:30 pm EST.

Estimated Travel Minimal travel.

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include:

• 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.
• Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives. Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law. We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

Other Information

Functional Area: OP - Operations Estimated Travel Percentage (%): No Travel Relocation Provided: No American General Life Insurance Company

Closing

Thank you for your interest in careers at Corebridge Financial and for creating a user account on our Careers site. This page will allow you to check the status of your application(s), update your contact information, and receive important updates and materials related to your application(s). Corebridge Financial makes it possible for more people to take action in their financial lives. Corebridge is one of the largest providers of retirement solutions and insurance products in the United States. We proudly partner with financial professionals and institutions to help individuals plan, save for and achieve secure financial futures. For more information, visit www.corebridgefinancial.com. Thank you for your interest in joining our team.