Pensions Operations Specialist - Remote (EST)

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

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