Customer Service Representative II, Institutional Markets

Customer Service Representative II, Institutional Markets

Join to apply for the Customer Service Representative II, Institutional Markets role at Corebridge Financial
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At Corebridge Financial, we partner with financial professionals and institutions to help people make meaningful decisions and protect their future. We offer life insurance, retirement, and institutional products through an extensive multichannel distribution network.

As a Customer Service Rep II, you will process death claims, payouts, and future payment modifications. You’ll handle inquiries from customers via mail, fax, or telephone, requiring direct interaction and follow‑up to missing or inaccurate information. The role is remote with option to work from our Amarillo, TX office under our hybrid policy.

• Processing death claims, payouts, and modifying future payments
• Responding to customer phone calls and written correspondence
• Researching, analysing, and responding to moderate customer service inquiries within acceptable standards
• Key data input for customer service requests within department quality guidelines
• Handling high‑priority requests efficiently and accurately
• Providing necessary assistance in completing paperwork supporting a variety of benefit transactions, both phone and mail
• Processing other participant change requests within department standards
• Maintaining benefits to ensure correct payment to payees
• Coordinating duties and tasks by effective prioritisation and time management

• 3+ years of experience, preferably with immediate or deferred annuity products
• Attention to detail and accuracy
• Excellent written and oral communication skills
• Good problem‑solving and analytical skills
• Strong customer and team orientation
• Ability to work independently with minimal supervision
• Ability to multitask and handle high volume with tight deadlines
• Proficient in Word, Excel, and Microsoft Windows
• Some college preferred but not mandatory
• Bi‑lingual is a plus

This position is currently designated as remote but has the option to be based in our Amarillo, TX office, subject to our hybrid policy.

The anticipated salary range is $30,000 to $35,000 at the start of employment, plus a discretionary bonus in accordance with the applicable incentive plan.

• Health and wellness: medical, dental, vision, mental health support
• Retirement savings: 401(k) with company matching up to 6% of eligible pay
• Employee Assistance Program
• Matching charitable donations
• Volunteer Time Off: up to 16 hours per year
• Paid Time Off: at least 24 days of PTO

Corebridge Financial is an equal‑opportunity employer and complies with all applicable federal, state, and local fairness laws. All applicants will be considered for employment based on job‑related qualifications and without regard to protected characteristics. We are committed to reasonable accommodations and consider qualified applicants with criminal histories consistent with law.