Operations Processing Specialist, Pension Risk Transfer

corebridgefinancial; United States; Hybrid; USD 45,000 - 55,000; Full time

Job summary

Corebridge Financial is seeking a customer-focused pensions service professional to serve as the primary point of contact for annuitants regarding benefits, account inquiries, and transactional requests. This role blends customer support, operational processing, and problem solving to ensure accurate, timely, and compliant administration of annuitant policies.

In this hybrid role, you will handle requests, educate annuitants on plan details, maintain records, and collaborate with internal teams

Qualifications

• 2+ years' experience in insurance or financial customer service, preferably with annuity products.
• College degree preferred.
• 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.

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
• If remote, must be able to work in the Eastern Standard Time Zone.

Skills

Customer service

Relationship management

Communication (verbal)

Communication (written)

Analytical thinking

Attention to detail

Privacy & security

Time management

Multi-tasking

Collaboration

Education

College degree

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
• If remote, must be able to work in the Eastern Standard Time Zone.

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 w