Ops Processing Spec

Posted:
10/17/2024, 5:00:00 PM

Location(s):
Houston, Texas, United States ⋅ Texas, United States

Experience Level(s):
Junior ⋅ Mid Level

Field(s):
Customer Success & Support

Workplace Type:
Remote

Who we are

At Corebridge Financial, Action is Everything. We are a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. Everyday, we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

Your contribution at Corebridge Financial

As a Customer Service Representative, you will be responsible for providing personalized and professional service to participants responses to telephone, incoming inquiries, or department mailings. This may include answering customer service calls, and handling participant requests/transactions to their conclusion, always exhibiting good judgment and a thorough understanding of Pension Administration procedures and philosophies.

Performance objectives

  • Fielding incoming customer telephone calls and/or responding to written customer inquiries, e-mail, etc.
  • Providing information regarding pension benefit election options, and/ or fund allocations for variable product pension plans.
  • Process participants change requests (address, EFT's, Beneficiary, Pension Elections, Death Claims, etc.) within the department standards.
  • Assisting customers by quickly identifying the nature of their problem and taking appropriate action to solve it.
  • Resolving customer inquiries, a in a variety of ways:  it could be as simple as checking a computer data file or as complex as contacting other AIG Life departments to find the information the customer needs as well as an ability to provide information regarding all pension election options.
  • Researching deceased annuitants with life-contingent payments, processing death claims, process quotes to provide estimates and election forms to participants and assist with reviews/verifying work for SAFG business (including data entry).
  • Complete the appropriate system updates to help the department keep track of incoming questions, responses to inquiries as well as outstanding issues.
  • Coordinate duties and tasks by effective prioritization of responsibilities and time management.
  • Challenge workflows & procedures to assist in making enhancement recommendations in support of "Exceptional Service".

What we are looking for

  • College Degree preferred.
  • 2+ years experience in insurance services preferably with deferred and/or immediate annuity products.
  • Strong customer orientation.
  • Attention to detail and accuracy.
  • Excellent written and oral communication skills.
  • Good problem solving and analytical skills.
  • Conflict resolution skills.
  • Ability to multitask.
  • Strong problem-solving skills.
  • Balance phone and written transactions.
  • Proficient in MS Office products.

What our employees like most about working for Corebridge Financial

  • We care about your professional development. Our career progression and tuition reimbursement program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. 
  • Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
  • Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
  • Paid Time Off: Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays in 2024. 
  • A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

#LI-ST1

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries and affiliates are committed to be an Equal Opportunity Employer and its policies and procedures reflect this commitment. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for 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 people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  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 [email protected].   Reasonable accommodations will be determined on a case-by-case basis.

Functional Area:

OP - Operations

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

CoreBridge Financial Services

Website: https://corebridgefinancial.com/

Headquarter Location: Houston, Texas, United States

Employee Count: 10001+

Year Founded: 1957

IPO Status: Public

Last Funding Type: Post-IPO Secondary

Industries: Financial Services ⋅ Insurance ⋅ Life Insurance